Overview
Administrators can configure permissions of initiating check-in, check-in log editing, goal creation, goal status modification.
Configure permissions
Administrators can view and edit check-in permissions, mentee access to check-in logs, and mark goals when complete.
Check-in permissions
To edit check-in permissions, select from the following options:
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Only mentor can start the check-in
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Only mentee can start the check-in
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Both mentor and mentee can start the check-in
Check-in logs
To edit mentee access to view check-in logs, select from the following options for the Mentee can view check-in logs:
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None: The mentee will not have access to view any check-in logs.
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Read only: The mentee can view check-in logs, including notes and action items, but cannot make any changes.
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Read Write: The mentee has full access to their check-in logs. They can:
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Edit the check-in time and session notes
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Add or update action items
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Mark action items as complete
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Use this setting to give mentees more control and accountability in tracking their progress or limit access when you want to keep check-ins mentor-driven.