After developing your matching process, the next step in launching a successful Group program is creating the groups themselves. To begin, click on the Staged Groups button on the Matching page:

Screenshot 2024-02-22 at 4.21.01 PM.png

Here you will want to begin by Creating Groups to add your mentors/facilitators and mentees into. Click + Create Group:

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Enter a name for the group and click the Create Group button. Do this for as many groups as you might want to create, in my case, I will be creating 3 groups here.

Screenshot 2024-02-22 at 4.23.49 PM.png

After creating each group, you will be taken to the Edit Groups prompt. Here you can add any mentee(s) and mentor(s) to the group that you would like. To do so, click either the Add Mentee or Add Mentor button near the top right:

Screenshot 2024-02-22 at 4.25.35 PM.png

Choose from the list which users you would like to add to the group by clicking on their names. After clicking on each user's name, click the Confirm Action button.

Note: adding these users to a Staged Group will not send any emails out yet.

Once you have added all of your mentees and mentors to each group, you can now Publish the groups to begin the program. 

Publishing Groups

To publish a group and provide access to its members, you need to click the Publish All button which would publish all of your staged groups in the table. Alternatively, if you would like to publish groups one at a time, you may click the Publish button within the Action column next to each group name. If you would like to delete the group and re-stage it, you can do so by clicking the Discard button in this column as well.

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Doing so will bring up this prompt confirming that you would like to publish the Group(s):

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Once you publish these groups, each group participant will receive an email that looks something like this: 

Screenshot 2024-02-22 at 4.34.11 PM.png

Your Groups are now officially Active! To manage or edit your Groups once they have been published, head over to the Active Groups tab here and click the Edit Group button next to the group you'd like to make any changes to:

Screenshot 2024-02-22 at 4.34.53 PM.png


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