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

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.

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

1.2 Click on “Manage Profile Fields”.

1.3 Click Active or Inactive for each section.

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

1.5 Click Update Fields

Step 2 – Create Custom Profile Fields

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

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

2.2 Click on “Manage Custom Fields”.

2.3 Click Add New Field

2.4 Enter a field name, description, answer format, tips, role, and order.

 

 

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

2.6 Click Create Custom field definition

2.6.1 The new field format 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.

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

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 allow 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.

3.1 Click the field that requires a change under the “Customize” section on the bottom right-hand side of the page.  In this example we will use “Industries” , the other fields that can be changed are also highlighted on the image below. 

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

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

3.4 Click Update Industries to save your change.

3.5 Follow the same steps for the “Functions” and “Specialized Skills/Development Areas” tabs.

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

Competencies can also be updated, the screen 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.

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

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

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

4.4 To add a new competencies, click New Competency.

4.4.1 Enter the new competency and a description, then click Create Competency.

---

 

Instructions 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 “Create Custom field definition”
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 “Create Competency” to save the new added competencies

 

---

Training Videos