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Managing a Program

Managing a Program

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69 articles in this collection
Written by Adam Guenther, Jessie Szemraj, and Catherine Allen
Create a Program or Cohort

Session Management Set-up

Settings related to session management and session verification that an Admin can configure when setting up a program
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

Resend Invitations

Resend an invitation to an invited participant, to nudge them to enroll in the program.
C
Written by Catherine Allen
Updated over a week ago

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 over a week ago

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

Invite Not Accepted

C
Written by Catherine Allen
Updated over a week ago

Match Profile Not Completed

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

Match Not Accepted

C
Written by Catherine Allen
Updated over a week ago

Survey Not Complete

C
Written by Catherine Allen
Updated over a week ago
Users and Paths

Export Mentor Pool

J
Written by Jessie Szemraj
Updated over a week ago

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 over a week ago

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