Overview
The Coaching and Mentoring platform offers several ways to import mentor and mentee information. For initial provisioning, use bulk import. To edit individual records, use the UI.
Bulk import
For an initial import, we recommend using the bulk upload option. Go to Participant List > Add User > Upload User List.
A CSV template is available on the upload page. The import file includes five columns: Mentor Email, Mentee Email, Mentee Type, Content Area, and Program. You can use the import file to:
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Add a mentor when only the Mentor Email column has a value.
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Add a mentee when only the Mentee Email column has a value.
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Create a mentorship when both the Mentor Email and Mentee Email columns have values.
Program information applies only to mentorships. The Program value is imported only when a mentorship is created. Before importing, make sure each Program value already exists in Admin Configuration > Reporting Categories > Program.
Values in the Mentee Type and Content Area columns must also already exist in Admin Configuration > Mentee Attributes.
Manually adding and editing participants
Admin users with the appropriate permissions can add mentors and mentees individually. Go to Participant List > Add User, then select Add Mentor or Add Mentee.
When adding a mentee, you can select the mentee type and content area before saving. If you also assign a mentor to the mentee, you can select and save the program information.
To edit a mentee’s type or content area later, go to Participant List > Mentees > Edit Mentee Attributes.