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Basic Set Up - Quick Start

Quick Start

The following steps are for programs who already have access to the virtual mentoring platform and are looking for a basic configuration to get started quickly!

The basic configuration only allows for 1:1 matches and interactions. This is for a basic usage of the virtual mentoring platform with no resources, courses (besides the platform orientation), discussions, events, announcements, and no group mentoring. Furthermore, with a basic configuration, mentor and mentees’ profiles will display the default MentorCity profile fields & sections with no customs fields. The basic usage resides in the ability for mentors and mentees to book and attend online mentoring meetings.

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

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. Activate or deactivate the self-initiated matching feature

6. Email your invitation link to mentors and mentees and include all or part of the below onboarding supports:

7. Track registrations and profile completion progress

8. Match mentors and mentees

9. Generate the “relationships report” regularly to track your mentoring match’s progress

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

Visual Process Map

CLICK HERE to download the PDF version of the visual process map

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