getting-started
Your First dayscheduling
adding availabilitiesAvailability Typessync your calendarManaging host availabilities - eventsCreating one on one eventsadmin
adding new usersApplication FormAssigning custom metricsApplication Process Setupcreating a new metricDesign email templatesNav External LinksStartup EvaluationStyle customizationCreating a ProgramApplication evaluation from applicant profileAdding New StartupsAssigning Program to StartupAssigning users to programsCreating Milestones Plan TemplatesCreate TagsCustom fieldsCustom FieldsData and Core metricsData Collection ProcessExporting documents Feedback RequestLeads - Scouting & PipelineEvents Management - IncubatorSending EmailsTransactional EmailsTurning off core metricsZapier Integrationuser-access
user typesAssigning Mentors and Startups
Shows how to assign a mentor to a startup and vice-versa
mentors
incubator
Mentors Assignation
Learn how to assign mentors to your startups and startups to your mentors
Assigning Mentors to your startups
To assign mentors directly from the Startup Profile. Navigate through the Startup Portfolio and select the startup you want to assign the mentor. On the left side of the startup profile, click on the edit icon in assigned members. Then, filter the users by mentors and select the mentor(s) you want to assign to this startup. When you are ready, press the button select and the mentor(s) will receive an email with the information that he/she has access to the startup's profile.
Assigning startups to your mentors
Navigate through Setup, click on Mentors at the bottom of the page. Then, click on the 3 vertical dots on the right side of the mentor row and add the startup name in assigned startups for each mentor. Once you have added the startups to this mentor, click on the Save button at the bottom right of the modal. Once completed, the mentors will gain access to the information of the startups that were assigned.
