Coming soon:

This feature is currently still in limited beta access to selected customers. Contact your CSM if you're interested in early access to this feature.



In some cases, you may want to invite a broad audience to your program while retaining control over who is ultimately approved to participate and be matched. Using applications allows you to review and approve participants before they gain access.

This approach is especially useful when:

  • You want to invite your entire organization but ensure you do not exceed seat capacity

  • You want to manage mentor supply before approving mentees

  • You want to prioritize access for specific groups of users (for example, mentors or high-priority cohorts)

 

Turning on Applications

By default, programs are created with applications turned off. This means users who register are immediately granted access to program content and matching after completing the registration questionnaire.

If your program requires an approval step, you can enable applications by navigating to: Program Settings > General > Requires Application to Register. Click Save at the bottom of the page to apply this setting to your program.

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Note: If you choose to disable applications after users have already applied, you must first resolve all pending or waitlisted applications. This means approving or denying them before the feature can be turned off. We recommend clearing all applications manually before disabling applications.

 

Sending Invites to Users with Access

Programs with applications enabled are invited in the same way as programs without applications. Users can still be invited via email or by sharing a registration link.

The key difference is what happens after users register: instead of gaining immediate access, they submit an application for review.

 

What is the Applicant Experience like?

When applications are enabled, the user-facing language throughout the platform reflects that participants are applying rather than registering.

For example:

  • Registration invitation emails include “Apply to register” in the subject and body (this text can be customized)
  • References to “registering” are replaced with “applying”
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You can review and customize all emails, including application-related emails under Emails > System Emails:

 

After submitting an application, an applicant's homepage will display one of the following statuses: 

  • Pending Review
  • Waitlisted
  • Approved.

Users whose applications are Denied are notified by email only and will not see a denied status on their homepage.

Once submitted, applications cannot be edited or reviewed by the applicant.

 

Reviewing Applications

After users apply, you can manage applications by navigating to: Registration > Invite & Track > Pending Applicants. Use the dropdown to switch between Pending, Waitlisted, and Denied applicants.

 

Reviewing Individual Applications

To review a specific application, click anywhere on the applicant’s row.

From here, you can review:

  • The roles the user is eligible to register for
  • The roles they applied for
  • All responses from the registration questionnaire
  • Any admin-imported fields that existed prior to registration

You can then choose to Approve, Waitlist or Deny the application. By default, approving an application approves the user for all roles they applied for. However, you can choose to approve them for only a single role.

If a user is approved for only one role, they are registered in the program as all roles they applied for and they are marked as ineligible to match for any roles they were not approved for.

Each registration and application record also shows 

  • The date the status last changed

  • The admin who made the change

Reviewing Applications in Bulk

To streamline bulk review, you can toggle columns on and off based on questionnaire responses. This allows you to quickly screen applicants using the answers from the questionnaire, such as:

  • Tenure

  • Department

  • etc.

You can also select multiple users at once to change their application status in bulk, or click on the buttons at the end of the row to Approve, Waitlist or deny their application.  

 

Once a user has been accepted into a program, they're not able to re-apply as another role. For example, if a user completed a program as a mentee and wanted to re-apply as a mentor, you would need to manually grant them access, rather than allowing them to re-apply as that role.

 

Re-Engaging users that were not accepted

Users that are denied or placed on a waitlist can always be accepted later on while your program progresses. If you have an extensive waitlist of users looking to participate in your program and you're held back by seat capacity, you can:

  1. Talk to your account manager about increasing your Together seat capacity
  2. Export the list of users from this program, and use the list to prioritize applications from a subsequent offering of your program
  3. As your program progresses, if users aren't matching, accept additional users to fully utilize your seat capacity

 

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