Managing a Program | Everwise Help Center

Create a Program or Cohort

Session Management Set-up

C

Written by Catherine Allen
Updated over a week ago

Edit a Cohort Admin

How to edit / update the cohort Admin

J

Written by Jessie Szemraj
Updated over a week ago

Create a Program

A

Written by Adam Guenther
Updated over a week ago

Copy a Program

A

Written by Adam Guenther
Updated over a week ago

Launch a Program

A

Written by Adam Guenther
Updated over a week ago

Create a Cohort

A

Written by Adam Guenther
Updated over a week ago

Program and Cohort Tagging

A

Written by Adam Guenther
Updated over a week ago

Inviting Users to a Program

Inviting Mentees and Mentors

A

Written by Adam Guenther
Updated over a week ago

Open Enrollment - Learning Program

J

Written by Jessie Szemraj
Updated over a week ago

Open Enrollment - Mentoring Software

A

Written by Adam Guenther
Updated over a week ago

Customizing Invitation Emails

A

Written by Adam Guenther
Updated over a week ago

Types of Matching

Matching by Admin

A

Written by Adam Guenther
Updated over a week ago

Mentees Prefer, Admin Matches

A

Written by Adam Guenther
Updated over a week ago

Self Matching

A

Written by Adam Guenther
Updated over a week ago

Matching by Admin

How Matching by Admin Works

A

Written by Adam Guenther
Updated over a week ago

Mentee Experience in Matching by Admin

A

Written by Adam Guenther
Updated over a week ago

Mentor Experience in Matching by Admin

A

Written by Adam Guenther
Updated over a week ago

Admin Experience in Matching by Admin

A

Written by Adam Guenther
Updated over a week ago

Mentees Prefer, Admin Matches

How Mentees Prefer, Admin Matches Works

A

Written by Adam Guenther
Updated over a week ago

Mentee Experience in Mentees Prefer, Admin Matches

A

Written by Adam Guenther
Updated over a week ago

Mentor Experience in Mentees Prefer, Admin Matches

A

Written by Adam Guenther
Updated over a week ago

Admin Experience in Mentee Prefers, Admin Matches

A

Written by Adam Guenther
Updated over a week ago

Self Matching

How Self Matching Works

A

Written by Adam Guenther
Updated over a week ago

Mentee Experience in Self Matching

A

Written by Adam Guenther
Updated over a week ago

Mentor Experience in Self Matching

A

Written by Adam Guenther
Updated over a week ago

Admin Experience in Self Matching

A

Written by Adam Guenther
Updated over a week ago

Match Tool

Step 1: Matches Ready for Admin Approval

A

Written by Adam Guenther
Updated over a week ago

Step 2: Participants Waiting to be Notified

A

Written by Adam Guenther
Updated over a week ago

Step 3: Pending Mentorship Acceptance

A

Written by Adam Guenther
Updated over a week ago

Match Criteria

Match Criteria Overview

A

Written by Adam Guenther
Updated over a week ago

Preview or Edit Match Criteria Questions

A

Written by Adam Guenther
Updated over a week ago

Editing Match Alignment

A

Written by Adam Guenther
Updated over a week ago

Matching Based on Location

A

Written by Adam Guenther
Updated over a week ago

Adding or Deleting Questions from Match Criteria

A

Written by Adam Guenther
Updated over a week ago

Editing Match Criteria from the Match Tool

A

Written by Adam Guenther
Updated over a week ago

Program Escalations: Mentoring Software

First Meeting Not Scheduled

A

Written by Adam Guenther
Updated over a week ago

Needs Rematch

A

Written by Adam Guenther
Updated over a week ago

Match Profile Not Completed

A

Written by Adam Guenther
Updated this week

Survey Not Complete

A

Written by Adam Guenther
Updated over a week ago

Negative Sentiment

A

Written by Adam Guenther
Updated over a week ago

Program Escalations: Managed Mentoring

Match Profile Not Completed

C

Written by Catherine Allen
Updated this week

Invite Not Accepted

C

Written by Catherine Allen
Updated over a week ago

Onboard Call Not Scheduled

C

Written by Catherine Allen
Updated over a week ago

Onboarding Past Due

C

Written by Catherine Allen
Updated over a week ago

Users and Paths

Export Mentor Pool

J

Written by Jessie Szemraj
Updated this week

Setting a Path to Featured

A

Written by Adam Guenther
Updated over a week ago

Viewing or Editing Path Templates

A

Written by Adam Guenther
Updated over a week ago

User Panel Admin Tool

A

Written by Adam Guenther
Updated over a week ago

Setting Mentors to "Unavailable"

A

Written by Adam Guenther
Updated over a week ago

Program Reporting

Participant Stage Funnel

A

Written by Adam Guenther
Updated over a week ago

Program Level Reporting

A

Written by Adam Guenther
Updated over a week ago

Survey Responses Report

A

Written by Adam Guenther
Updated over a week ago

Path Progress Report

A

Written by Adam Guenther
Updated over a week ago

Manager Dashboard

Add a Manager

A

Written by Adam Guenther
Updated over a week ago

Add a Manager with Bulk Invite Tool

A

Written by Adam Guenther
Updated over a week ago

Remove a Manager

A

Written by Adam Guenther
Updated over a week ago

Manager Dashboard View

A

Written by Adam Guenther
Updated over a week ago

Matching Emails and Timelines

Partnership Survey Emails

A

Written by Adam Guenther
Updated over a week ago

Mentor and Mentee Invitation Emails (for all programs)

A

Written by Adam Guenther
Updated over a week ago

Matching by Admin: Emails and Timelines

A

Written by Adam Guenther
Updated over a week ago

Matching by Mentee: Emails and Timelines

A

Written by Adam Guenther
Updated over a week ago

Mentee Prefers, Admin Matches: Emails and Timelines

A

Written by Adam Guenther
Updated over a week ago

User Management

Export Users

J

Written by Jessie Szemraj
Updated this week

Invite a New Admin to the Platform

A

Written by Adam Guenther
Updated over a week ago

Assign Owner / Admin / Editor Roles to Existing Users

A

Written by Adam Guenther
Updated over a week ago

Create a New Workspace

A

Written by Adam Guenther
Updated over a week ago