Mentor Onboarding Guide
How to use Portal as a mentor
Signing up as a mentor
Receive invitation email or click on signup link given by your programme admin
Image 1.0 - Invitation Email View
Invitation by Email
Click on the “Join Now” button as viewable in the email as shown in Image 1.0
Invitation by Link
Click on the link to enter the signup page (See Image 1.1 below)
Note: Contact your programme owner if you did not receive any form of invitation
Fill in your account details as requested in the Programme Signup Page
Image 2.0 - Signup Page
Click on the “Sign Up” button once your details have been filled up as shown in Image 2.0
Quick Profile Setup
After clicking “Sign Up” button, you will be prompted to fill up some initial details for your profile which includes a profile picture, a work experience, and some industry and expertise tags.
This Program Overview page is the first page you will see once you log in.
Hover over the “Mentorship” tab and click “Dashboard” from the dropdown list
Setup your account profile
Image 3.2 - User Dashboard
Click on “Update Profile” as outlined in red in Image 3.2 to update your user profile.
Image 3.3 - User Profile Edit
Update Profile (Cont.)
Fill up your details as outlined in Image 3.3. The more details filled up, the higher the Profile Completion Percentage will show until 100% in Image 3.2.
Setting your Availability
You will need to setup the days and periods when mentees on the platform can make a mentorship request to you.
Image 4.0 - Accessing your Availability
Setting up your availability
On the same “Dashboard” page, click on “Manage your Availability” as shown in Image 4.0 to go to the availability settings page
Set Available/Not Available
You can quickly set yourself as Available/Not Available for Sessions by clicking toggling the switch above the “Manage your Availability” text
Image 4.1 - Your Availability Setting
Setting your Contact Method
Click on Contact Method to specify how you can be contacted (E.g. Whatsapp call, Portal video call and physical meeting) as shown in Image 4.1.
Setting your Time Availability
Click on Time Availability as shown in Image 4.1 in order to set your availability by:
Days of the week
Specific Time Frames
It’s important to set your time zone to ensure mentees are booking you based on your timeslot.
Signup Process Complete
Creating your account, setting up the details and your availability makes you ready to receive mentorship session requests from mentees, which will be explained further below.
As the mentor, you will carry out the mentorship process by receiving mentoring requests from the mentee and accepting it.
Responding to a Mentoring Request
You can receive mentoring requests from the notifications in the platform as shown in Image 5.0 and email notifications as shown in Image 5.1. You can also view all mentoring requests in the appointments tab as shown in Image 5.2.
Image 5.0 - Viewing Mentoring Request Through Notifications
Responding through Notifications
Click on the notification bell as shown in Image 5.0, then click on the latest mentoring request notice from the top
Image 5.1 - Viewing Mentoring Request Through Email
Responding through Email
Click on the mentoring request email in your inbox and click on the “View My Bookings” as shown in Image 5.1.
Responding through Appointments Page
Hover your mouse over the “Mentorship” tab and click on the “Appointments” as shown in Image 5.2.
Image 5.2 - Viewing Mentoring Request Through Appointments Page
Accepting the Mentoring Request from the Mentee
Once you enter the appointments page, you will get to accept, reschedule or reject the mentoring session request
Image 6.0 - Viewing Mentoring Session Details
Click on the “⋮” as shown in Image 6.0 to view the session details
Image 6.1 - Accepting Mentoring Session Request
Accepting the session request
Click on the Accept Booking button to accept the booking request as shown in Image 6.1
Carrying out the mentorship session via videocall
This is assuming your mentor has already accepted your booking request. If your session is not videocall, skip to Step 7.
Image 7.0 - Join Session Room
Click on “Join Session Room” as shown in Image 7.0 to proceed to the Portal Videocall.
Image 7.1 - Videocall Waiting Room
Click on “I’m ready to chat” as shown in Image 7.1 in order to start the video call. Once the mentor has done the same, the video call will commence.
Completing and Rating the Session
Once the session has been carried out. It is time to complete the session and rate your mentee.
Image 8.0 - Viewing Session Details
Enter the “Appointments” page as previously shown in Image 5.2 and then click on the “⋮” in order to bring up the session details as shown in Image 8.0.
Image 8.1 - Clicking Complete Booking
Click on Complete Booking to indicate the session as completed. You will be prompted to rate the session as shown in Image 8.2
Image 8.2 - Submit Rating
Fill up the rating criteria as shown in Image 8.2 and then click Submit Rating to complete the Rating Submission. This step completes the mentorship session process and the session rating can be viewed under the “Appointments” page.
Special Case - Log Offline Session
Click on “Log offline session” the top right corner of the screen as shown in image 9.0
Image 9.0 - Rate offline Sessions
A pop-up box shall appear.
Fill in all the necessary details regarding the session.
Click on “Proceed to Feedback”.
Image 9.1 - Offline Session Details
Rate the sessions on several criteria as shown in the image 9.2 below.
Click on “Submit”.
Image 9.2 - Rating the Criteria
Click on “Update Profile” the top left corner of the screen as shown in image 10.0
Image 10.0 - Change Password
A page will appear for profile and account setting like shown in image 10.1 below.
Click on “Security”.
Type in your new password and fill up the necessary boxes.
Click on “Update password”.
Image 10.1 - Security Option for Changing Password
The mentorship process starts from a mentee requesting a session with you and ends once the session has been rated by both sides. At this point, you can have the mentee schedule another mentorship session with you in the near future. We hope this guide has been helpful in utilizing the platform.