Introduction
We’re excited to announce that as of 6/20/24 we have several updated resources for your end users. These have been added to your instance at the global level.
Why? So that:
Global Admins can review and distribute them to your relevant programs.
Program Admins can request only those they need from Global Admins. (If you don't have a Global Admin, please contact your CSM for assistance.)
All Admins have the opportunity to add their customizations if desired, before alerting their users of the new resource.
Text Resources:
How to Get Matched - Self-Match
How to Get Connected - One-time Mentoring
How to Use Your Connection Plan
Mentor FAQs
Get Connected - One-time Mentoring + Ongoing Mentoring
Video Resources:
How to Complete Your Profile - Video
How to Get Matched - Video
How to Update Your Settings and Notifications - Video
How to Find and Use Resources - Video
Note: Video resources will be directly replaced within each program.
How to Add Resources to Programs
Global Admins
If you’re a Global Admin, you can review and add these to your relevant programs by accessing Resources at the global level.
1. View Resources
Navigation: Manage > Engagement > Resources
Click on Resources to view all resources in your programs.
View the list on the right under 'Labels'.
Click on a label to view resources that are labeled as Updated.
2. Add Resources to Programs
After you've click to open the list of resources by label, click on the 'View Details' button dropdown and select 'Edit resource'.
Scroll to the bottom of the resource to the section titled, 'Select Programs to publish'. Here you can:
Select the programs & roles to add the resource to, as well as the role (e.g., mentee, mentor) that the resource should be assigned to.
OR -
Select the programs but not the roles: The resource will be viewable and editable by Program Admins but not their users until they're ready to assign a role.
Program Admins
If you’re a Program Admin and don’t have access to global level resources, you’ll need to ask your Global Admin to add these to your program for you. Review the list here:
You can request that your Global Admin:
Select your program & role (e.g., mentee, mentor) that the resource should be assigned to.
OR -
Select the program but not the role: The resource will be viewable and editable only by Program Admins but not your users until you're ready to assign a role.
To send a message to your Global Admin directly from the platform:
Type their name into the search bar on your Home page header, and hit return.
Click the 'Actions' button dropdown to 'Send Message'.
