For group leaders

This feature is currently in beta testing and pre-requires the Complete Plan or above. Admins may apply for the beta. See main article for admins.

If you've been assigned to one or more Mentor Groups as a Leader, you can manage your group(s), invite members, change the roles of members in your group(s), and review progress for all members of your group(s) and any subgroups.

How to access your groups

Once you are assigned to one or more groups as a Leader, your Home page provides access to any groups you are leading.

Open a group by clicking or tapping on the cluster of members.


Add members to your group

Open any group to which you've been assigned from your Home page by clicking or tapping on the cluster of members. You can add members that you already manage to different groups or subgroups. If you need new members added, or if you need access to a different group, contact an administrator.

Here are the types of members you can add:

Staff:

  • Mentors can view progress for members in their own group and review assignments; they can leave feedback and points on assignments (if points are used).
  • Leaders can do everything mentors do plus manage their group settings and create new subgroups. They can add people as leaders, mentors, or members if they belong to a group they already manage.

Members:

  • Members are listed in a group and can be managed by the mentor. They won't see any indication that they belong to a particular group yet (more community engagement coming soon).

Here's an article from the Mentor's point of view, covering just what the Mentor can see and do.


Create a new subgroup

As a Leader, you can create subgroups inside groups to which you've been given Leader access. Here's how to add a new subgroup.

  1. Open one of the groups to which you already have access from your Home screen.
  2. Select the Groups tab.
  3. Select New group and choose a name for your group. Nest the group under a group that you have access to from the drop down menu. Optionally adjust the other settings. When ready, click Create. Now you're ready to add members.

You can find the group you created later by opening the main group, then checking under the Groups tab for the subgroup. Or, add yourself to the group as a mentor or leader to add it your Home page.


Add members and adjust roles

To add staff and members...

  1. Select Add members. Use the search bar to find users that are in any of your groups and add them to the new group. Search by name or email address and look up multiple people if you like. You can add yourself to the group as a mentor or leader and it will show up on your Home page going forward.
  2. Make sure you have the correct role selected and then click Add. Users will be added instantly.
  3. You can add people in any role or change their role later.

To edit the role of a leader, mentor, or member...

To edit the role of a leader or mentor that you previously assigned, select the menu below their name and select the desired role. Confirm, and their role will be changed.

To edit the role of a member, select the additional actions icon (...) to the right of the member's name and select "Make mentor."

To remove staff and members...

To remove a member, select the additional actions icon (...) to the right of the member's name and select "Remove from group."

To remove a staff member, select the menu below their name and change their role to member. Then follow the instructions above to "Remove from group."


Edit your group settings

Select the additional actions icon (...) to the right of your group and select Manage group. You can...

  • Edit the name
  • Add an optional description
  • Nest this group under another group to clarify organizational relationships
  • Delete the group

How to review member progress in your groups

To review items for one member in your group...

  1. Open the group by clicking on the cluster of members.
  2. To the right of each member, you'll see a Review icon. When any outstanding work needs manual grading, you'll see a red notification on the Review icon. Click on the icon to see a list of completions that need review.
  3. If nothing appears, try changing the filter from "Needs Review" to "All."
  4. Select an item to review the item, leave a point value (if points are assigned), and/or leave feedback.

Toggle between filters "Needs Review" and "All"

To review items for one member in a sub-group...

  1. Open the main group by clicking on the cluster of members.
  2. Click on the Groups tab to view all nested groups.
  3. Find the Group you want to open and click on the cluster of members.
  4. To the right of each member, you'll see a Review icon. When any outstanding work needs manual grading, you'll see a red notification on the Review icon. Click on the icon to see a list of completions that need review.
  5. If nothing appears, try changing the filter from "Needs Review" to "All."
  6. Select an item to review the item, leave a point value (if points are assigned), and/or leave feedback.

To view courses and activity for any member...

  1. Open the group by clicking on the cluster of members.
  2. Select any member by clicking on them or tapping.
  3. You'll see an account-wide activity feed for the member that includes steps completed and all discussion posts.

To review a member's overall progress...

  1. Open the group by clicking on the cluster of members.
  2. Select any member by clicking on them or tapping.
  3. Select the Courses tab and select a course. Their progress card for that course will open and you can review their progress and grades percentages for the course to date. Click or tap any item on the card to open the review panel for that step.

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