Customize Mentors/Mentees Profile Fields & Drop-down Menus


Mentor City comes with built-in fields and drop-down menus on the mentors/mentee’s profile. The program administrator can customize and choose the sections and fields displaying on their mentors and mentee’s profile.

The profile is composed of three sections:

1. Basic (mandatory section that cannot be hidden however fields on this section can be hidden or customized)

2. Employment

3. Competencies

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It is also important to note that the following fields are utilize by the system algorithm as matching criteria to provide the most accurate match recommendations:

  • Competencies (Competencies)
  • Specialized Skills/Development Areas (Basic)
  • Industries (Employment)
  • Job function (Employment)
  • Language (Basic)
  • Meeting Locations (Basic)

Step 1 – Define Sections & Fields to Display

1.0 Click the “Admin” tab on the left-hand side of the platform.

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1.1 Click “Profiles” under the “Customize” section on the bottom right-hand side of the page. 

1.1.1 The "Profiles" section will expand, click "Profile Fields"

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1.2 Click the “Manage Profile Fields” tab.


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1.3 Click Active or Inactive for each section.


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1.4 Check boxes under the “Show in Profile” column for each field you wish to display on your user’s profile. Leave the boxes unchecked to hide the field.

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1.5 Click Update Fields

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Step 2 – Create Custom Profile Fields

2.0 Click the “Admin” tab on the left-hand side of the platform.

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2.1 Click “Profiles” under the “Customize” section on the bottom right-hand side of the page. 

2.1.1 The "Profiles" section will expand, click "Profile Fields"

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2.2 Click on “Manage Custom Fields”.

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2.3 Click Add New Field

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2.4 Create the new custom field by entering:

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A) A Field Name
B) A Description, i.e.
"Make one selection"

 

 

 

 

 

 

 

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C) Options: Insert a comma after each options or leave blank if you would like text entered.
D) Tips:  Enter instructions/tips on how you would like to your members to complete this field.

 

 

 

 

 

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E) Role: Indicate which role will have access to this field.
F) Order: Select the order in which this field will be display if you create multiple custom fields.

 

 

 

2.5 Click the additional and optional selections to format the new field. (mandatory, include on report etc….)


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2.6 Click Save

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2.6.1 The new field now appears under the "Manage Custom Fields" section. From here, you can make modifications to the custom field and click on Update Fields, or, add a new custom field by clicking on Add New Field.

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2.6.2 Voila! The new custom field is now display on your mentors and/or mentees' profile. 

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Delete/Change a Custom Profile Field

Delete

2.7 To delete a custom profile field, click "Profiles" under the "Customize" section of the administrator dashboard.

2.7.1 The "Profiles" section will expand, click "Profile Fields".

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2.7.2 You will be brought to the "Manage Custom Fields" tab where all your existing custom profile fields are displayed.

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2.7.3 Find the custom field you want to delete and click Delete on the right-hand side of the page.

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2.7.4 You will be ask to confirm, click OK.

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Change

2.8 To modify a custom profile field, click "Profiles" under the "Customize" section of the administrator dashboard.

2.8.1 The "Profiles" section will expand, click "Profile Fields".

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2.8.2 You will be brought to the "Manage Custom Fields" tab where all your existing custom profile fields are displayed.

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2.8.3 Modify any of the custom fields on this page. For example, if I wanted to make the "Pronouns" field a single select field, I would check the "Single Select" box on this page. I could also change the "Description" field by writing over the current description.

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2.8.4 Scroll down to the bottom of the page and click Update Fields to save your changes.

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Important: Multiple Choice Answers Field - Changing Listed Options

2.9 If you plan to change the options listed in the "Options " field, it may affect the existing mentor and mentee profile selections.  Each option is attached to a sequence, and when a change is made to the options that affect the sequence, it will automatically convert the current selection to mentor and mentee profiles.

Example

I created a Test field with the options of : Option 1, Option 2, Option 3.

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On my profile, I selected "option 2" on the list which is the second option listed.

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Now, I will go back to the administrator dashboard to modify the listed options.  

I will add an option called "NEW" between "option 1" and "option 2".  The "NEW" option becomes the second option listed and "option 2" becomes the third option listed.  

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When I return to my profile, we can now see that my selection has been converted to "NEW". 

The system matches the option with the sequence previously selected which was the second option listed.  Thus, as per the changes made on the administrator dashboard, the second selection is now "NEW".

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To prevent this from happening, when you create a new option, make sure to add it to the end of the current list.

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If you need to remove an existing option that will affect the sequence of selections, be sure to communicate with mentors and mentees. Let them know they need to update this field.

You can do this by posting an announcement and/or sending out a mass communication.


Step 3 – Define your Fields Drop-Down Menus

MentorCity provide numerous built-in fields that can be displayed on mentors and mentees' profile. Program administrators have the ability to change the options listed on some of the built-in fields.

Here is the list of built-in fields which allows program administrator to modify provided options:
Specialized Skills / Development Area (Basic section)
Industries (Employment section) 
Functions (Employment section)
Competencies (Competencies section)

3.0 Click the “Admin” tab on the left-hand side of the platform.

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3.1  Click “Profiles” under the “Customize” section.

3.1.1 The "Profiles" section will expand and you can now click on the field that requires a change of built-in options. In this example we will use “Industries”. The other fields which allows a change of the build-in options are also highlighted on the image below. 

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3.2 Click Delete for each option you do not wish to keep or simply type over to add a new option and their translation.

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3.3 Click Add another industry located at the bottom of the page to add new options.

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3.4 Click Update Industries to save your changes.

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3.5 Follow the same steps 3.1 to 3.4 to modify the pre-built options of the “Functions” and “Specialized Skills/Development Areas” fields.


Step 4 – Create or Update the Competencies (self-evaluation)

Competencies can also be updated and the page where the update is done looks different from the one showed in the section above (step 3). However, the process is quite similar and intuitive.

4.0 Click the “Admin” tab on the left-hand side of the platform.

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4.1 Click “Profiles” under the “Customize” section.

4.1.1 The "Profiles" section will expand, click on "Competencies".

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4.2 Click Edit or Delete under the “Action” column to modify or delete the built-in competencies.

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4.3 If you are editing a current competencies, make the changes in the name and/or description and click Save.

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4.4 To add a new competency, click New Competency.

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4.4.1 Enter the new competency and description, then click Save.

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Quick Guide to Customize Profile Fields & Drop-down Menus

Step 1 – Define Sections & Fields to Display

Step 2 – Create Custom Profile Fields

  • Click the “Admin” tab on the left-hand side of the platform

  • Click the “Profile Fields” tab under the “Customize” section on the bottom left-hand side of the page

  • Click on “Manage Profile Fields”

  • Click the “Active” or “Inactive” for each section

  • Click each box under the “Show in Profile” column for each field you wish to display on your user’s profile

  • Click “Update Fields”
  • Click the “Admin” tab on the left-hand side of the platform

  • Click the “Profile Fields” tab under the “Customize” section on the bottom left-hand side of the page

  • Click on “Manage Custom Fields”

  • Click “Add New Field”

  • Enter a field name, description, options for answer if needed, tips, role, and order

  • Click the additional selections if required (mandatory, include on report etc….)

  • Click “Save”
Step 3 – Define your Fields Drop-Down Menus Step 4 – Create or Update the Competencies (self-evaluation)
  • Click the “Admin” tab on the left-hand side of the platform
  • Click the “Industries” tab under the “Customize” section on the bottom left-hand side of the page

  • Click “Delete” for each element you do not wish to keep

  • Click “Add another industry” located at the bottom of the page to add more

  • Click “Update Industries” to save your change

  • Follow the same steps for the “Functions” and “Specialized Skills/Development Areas” tabs
  • Click the “Admin” tab on the left-hand side of the platform

  • Click the “Competencies” tab under the “Customize” section on the bottom right-hand side of the page

  • Click “Edit” or “Delete” under the “Action” column to modify or delete the built-in competencies

  • Click “New Competency” to add new competencies

  • Click “Save” to save the new added competencies

 


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