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Advanced Set Up

Advanced Start

The advanced set-up provides broaden customizations and therefore more features will be presented to mentors & mentees, enhancing their mentoring experience. 

Advanced customizations allow program administrators to personalize the mentors/mentees' profile fields & sections, to offer resources, mentoring activities, discussions, events, announcements and to enable group mentoring.

Each of the below steps contains a hyperlink to the topic training video or article.

CLICK HERE to access an interactive process map

Steps:

1. Create your back-up program administrators

2. Edit your organization’s profile:

    • Add your brand colors
    • Add or change your logo
    • Choose the labels for the name and email address appearing on system generated emails
    • Identify your preferred terminology for the role of mentors, mentees and the action of mentoring
    • Define mentors/mentees’ permissions for events, resources, and discussion creation

3. Determine and add your program policies and the Mentor City terms of use to the company policy tab

4. Build the mentoring agreement

5. Manage profile sections, fields & drop-down menus and competencies

6. Create profile custom fields (if applicable)

7. Set up your message filters

8. Customize the program evaluation

9. Create and send surveys

10. Define resources' categories and build the resource center

11. Design courses & mentoring activities

12. Activate & customize the badge reward system

13. Manage system generated messages

14. Onboard mentors & mentees and share all or part of the below onboarding supports:

15. Define the maximum number of mentors & mentees per match

16. Match mentors & mentees using of the one or more of the following methods:

17. Create group mentoring matches

18. Create events

19. Post announcements on the dashboard

20. Set-up a discussion board

21. Monitor mentoring matches' progress & interactions 

If you have questions or need further support, please contact our Support Team: support@mentoringcanada.ca 

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