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Updated Articles

  1. Changing mentee statuses on the platform

    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...
  2. Changing mentor statuses on the platform

    Mentors 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...
  3. Explaining user status, persona status and match status

    On the iMentor platform, there are three types of statuses that users can have. A User Status, a Persona Status and a Match Status. Since this can get a bit tricky, this article is designed to help you tell the difference between each status. For in...
  4. Recommended saved searches for user management

    Saved searches are powerful tools to access similar data repeatedly. Below are several recommended saved searches for User Management. Program administrators should create additional saved searches in cases where they need to access similar data se...
  5. Errors in Mentor Account Creation

    After a mentor shcedules an orientation, Salesforce creates a contact for them and sends it to the Platform daily where a new mentor profile is then created. The results of this automation are emailed to us with a summary of what occurred: As you'...
  6. HS to PSP Transition Resources

    High School to Post-Secondary Programming Transition Overview This resource provides insight into the pair experience of transitioning between the high school and post-secondary years of iMentor programming.  It includes a timeline and guidance...
  7. Program Wrap-Up

    Each spring, Program Managers (PMs) are charged with supporting pairs to prepare for the upcoming summer and set them up for success in the next phase of their relationship.  This stage of the program year is referred to as program wrap-up.   Indep...
  8. Taking the right steps for healthy closure

    It is very important that closure happens in a well-managed way. When healthy closure happens, participants feel a sense of accomplishment and the ability to move on.  Additionally, healthy closure allows for both the benefits of the mentee and ment...
  9. Changing Admin Type

    To fix this, you will have to create a new Member Admin profile. The platform does not currently allow us to switch a someone from a Partner Admin to a Member Admin. Since no two users can have the same email address, you will need to first change t...
  10. How to close a match

    When a pair’s match has come to an end, their match needs to be closed on the platform. When you close a pair's match it preserves the record of their match - including all the participation data and case management notes about their match - and pro...