-
If a match has been made in error, there is the option to delete the match instead of closing it. When you delete a match, it will appear as if the match had never existed. The only record of the match will be a line in the Recent Activity Feed of t...
-
Although this should be a rare occurrence, for a variety of reasons you may need to re-open a match that has been closed. The match could have been closed in error, the closure might be no longer be pertinent (perhaps a mentee moved away for a month...
-
Program managers usually have a co-teacher in their classroom who also wants to be able to see class participation. For this scenario, we have a special kind of user on the Platform called a Partner Admin. These users have very limited access to the...
-
SA's (Super Admins) in each region have the ability to edit the mentor/mentee application for their region. To access the application, go to the "Application Templates" page in the hamburger menu. First, select which member site's application you ...
-
The PSP Enrollment Tracker allows admins to enroll students and mentors into the Post Secondary Program (PSP). Much like Mentee Enrollment , this is a great tool to keep track of the enrollment status of students and pairs and update them as needed...
-
Make Mentor Sites Lists via the Mentor Application tab on Salesforce There is a public Listview on Salesforce called "MSL Template" that can be edited by a region to create a Match List view to create MSLs. Steps for using that are below: 1....
-
When you have new staff member join your organization (or if you and your partner teacher agree it would be best for him to have an account), you will need to create an account for them on the iMentor Platform. Staff members who are responsible for ...
-
This article walks through how to view all contact info for mentors and mentees, specifically their cell phone numbers. Go to the User Management page and filter for the users you want to view. For a refresher on how to use filters, check out the ...
-
The mentor site list is a way for you to control and keep track of where mentors in your program will be matched. As your program grows and there are more sites to match your mentors, the mentor site list will come in handy. It is an easy way to gro...
-
Mentees in your program will progress through a standard flow of user status changes, new persona creation, and match status changes. To understand when these changes should occur, please consult the following chart. The dark blue boxes are steps in...
