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User Management
How we manage users, personas, and matches on the Platform.
Matching Pairs and Closing Matches
All about how to match pairs and close matches on the platform.
Articles
User Management
User Management is one of the most frequently accessed pages on the iMentor Platform. It is the primary spot where you can find any user or pair. User Management allows you to filter users into a variety of different groups, which can help ...
User Profiles
Each user on the iMentor Platform has a user profile that contains information and data about that user. The user profile is the main place where administrators will go to view information about a user and edit the information if necessary. On the u...
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...
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...
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...
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...
Changing mentee statuses on the platform with mentee enrollment
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...
What is the mentor site list and how do I use it?
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...
Viewing Contact Info
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 ...
Making bulk changes on User Management
User Management now has the ability to make four kinds of changes to multiple users at the same time. 1) Mentor Site List 2) Partner Site 3) PSP PM 4) User Status To make these changes, first go to user management and find the...
Creating Admin Users
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 ...
Creating Mentor Site Lists in Salesforce
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....
PSP Enrollment Tracker
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...
Application Templates
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 ...
Matching on the Platform
One of the principal innovations of the iMentor Platform is the ability to match mentors and mentees based on their shared interests and experiences. All mentors and mentees fill out a "Matching Preference" page on their application to the program. ...
Custom Exports
Custom exports is a great tool that allows you to export specific data on the Platform. Users can export pre-built data reports based on specific time frames and users, and they can create reports on popular data sets that Program Managers need pe...
Creating Partner Admins
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...
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'...
Masquerade for Super Admins
This feature is only available to SA (Super Admin) users. To log in as a user and view the Platform as them, you can use the "Masquerade" feature. First, find the user you want to log in as on User Management. Then, go to this link: https://nyc...
