Article Sections

• Notifications
• Account
• Manage Calendar and Set Schedule
• Matching Quiz
• (Advanced) Privacy
• (Advanced) Availability

Overview

Control how your account is set up, who can see your profile, when you’re available, and more. We’ll also share how to reset your password and change your email!

Note that "Basic" preferences settings will appear to all users; "Advanced" setting will appear only to users serving as mentors (usually alumni users).

Notifications

Your notification preferences allow you to control which notifications you'll receive.

To edit notification settings:

1. Click your profile image in the upper right corner of your screen to open the profile drop-down menu.

2. From the drop-down menu, select "My Preferences."

3. You'll find yourself in the "Notifications" section of Preferences.

4a. Cell Number: Enter and save your phone number to enable SMS Notification Preferences (see 4b. below).

4b. SMS Notification Preferences: Check/uncheck the boxes to opt into/out of text notifications for new meeting/mentorship requests, meeting reminders, and follow up messages.

5. Newsletter with Periodic Updates: Toggle the Newsletter button off to opt out of newsletter updates.
More on the newsletter below.

6. Unsubscribe from all emails: Toggle the Unsubscribe button on (on = green) to opt out of all email notifications other than direct messages. A pop-up will appear, in which you can share your reason for unsubscribing and then click "Unsubscribe."
More on email notifications below.

Newsletter with Periodic Updates

Here you can control whether or not you'll receive a newsletter summary of what's going on on the platform (updates may include: recommended connections, new posts to the discussion forum, new job opportunities, etc.).

By default, you'll receive this newsletter, but if you'd like to opt out, just toggle off the button.

Note that you won't see this setting if your site admin has opted not to send out a newsletter!

Unsubscribe from all emails

We'll send you periodic email notifications (reminders, best practice tips, etc.) – you can opt out of these if you wish by toggling on the button.

Note that even if you opt out of these email notifications, we'll still email you if someone reaches out to you on the platform.

Account

You account preference settings will allow you to update such things as timezone, email address, and password, as well as delete your account.

To edit account settings:

1. Click your profile image in the upper right corner of your screen to open the profile drop-down menu.

2. From the drop-down menu, select "My Preferences."

3. From the menu on the left, select "Account."

4. My Timezone: Under My Timezone (Timezone Preference), click "Update" to change your timezone (this is the timezone your meetings will be scheduled in if you schedule meetings on the platform).

5. Update your email address: Here, you'll be able to see what email is currently associated with your account. Click the blue "Update" button to open a pop-up in which you can enter your new email. Then we'll send a verification email to your new address; you'll need to click the link in the verification email in order to finalize the switch to your new email address.

6. Reset or set your password: Click the blue "Reset Password" link to initiate the password change. You'll be sent an email with a link (valid for 24 hours); clicking the link will take you to a page where you can enter your new password.

7. Delete your account: Click the red "Delete" button to fully remove your account from the platform. Once you've deleted your account, you won't be able to recover it. If you just want to deactivate your account for a while, consider submitting a support request asking us to deactivate your account instead.

Manage Calendar and Set Schedule

In this section:

• Learn how to sync your calendar
• Learn how to set your schedule preferences after syncing your calendar

When you sync your calendar, you'll be able to control the times others are able to book meetings with you. This includes the ability to:

• Set a default meeting time, default contact info, and a default message to send after a meeting is scheduled with you
• Specify how far in advance you'd like others to be able to schedule meetings with you
• Make yourself available for meetings only on specific days of the week and via specific channels (in person, phone, or video call)
• Specify the hours you'll be available each day

We protect your privacy – users will be able to see what times you are available, but they'll never be able to see the actual events on your synced calendar.

Below, we'll go over how to sync your calendar and how to set your schedule preferences after syncing your calendar.

How to sync your calendar

1. Click your profile image in the upper right corner of your screen to open the profile drop-down menu.

2. From the drop-down menu, select "My Preferences."

3. From the menu on the left, select "Manage Calendar." You can either sync your personal calendar (Google, iCloud ,etc.) or set up a calendar on "Peoplegrove Managed Calendar." Note that this Managed Calendar option may not be available for all platforms.

4. To sync your personal calendar, select "Personal Calendar Sync" and select "Setup Calendar Sync". From there, select the type of email you have and finish by entering the email and pushing "Sync". 

How to set your schedule preferences after syncing your calendar

First, go to the Sync Calendar section of Preferences (see instructions directly above). Once there:

1. Select Calendar

• Select Calendars to track availability: You'll be able to choose which of your calendars (if you have more than one!) you'd like to sync; select as many or as few as you desire
• Select calendar on which to show meetings: You'll also be able to select the calendar on which you'd like meetings scheduled through the platform to appear.

2. Set Appointment Visibility

• This allows you to control how far out in advance others can schedule meetings with you. So if you don't want people to be able to schedule meetings with you less than 48 hours in advance, you can set that as the minimum time, and when others look at your availability, you won't be shown as available within the next two days.

3. Set Meeting Availability

• Select days you'll be available: If you know you'll only have time for meeting with people on Tuesdays and Thursdays, you can check those days and uncheck all the other days. This will ensure that others are only able to schedule meetings with you on Tuesdays and Thursdays (or whatever days you selected).
• Select how meetings can be booked on select days: Choose if you'd prefer to hold meetings via phone, in-person, or by video chat. For instance, you can hold in-person meetings on Monday mornings and phone meetings Tuesday afternoons.

4. Set Scheduling Message (Optional)

• You are able to set a default message to send when a meeting is scheduled with you. For example, you could include instructions for prepping for the meeting, such as brainstorming topics they'd like to discuss, an agenda for the meeting, or whatever you you'd like the person you're meeting with to know prior to the meeting!

5. Block Unavailable & Blackout Dates

• Add or modify specific dates that you are unavailable for a meeting, such as when you're out of office or traveling.

6. Add Meeting Contact Information

• You can select which phone number and contact information you wish to use for meetings. Users who schedule meetings with you will know how you prefer to be contacted.

Lastly, make sure to save your settings!

 

Matching Quiz

What is the Matching Quiz?

You'll likely have filled out the matching quiz when you first signed up for the platform. It asked you were looking for in a mentor, then, based on your matching preferences, it suggested some matches which you still see whenever you log in (see image below).

When should I update my matching preferences?

If your location or career aspirations have changed since you first completed the quiz, it may be time to update things!

It's also a good idea to update your answers in the quiz if you're not seeing enough recommendations - it may be that your preferences were so specific that we couldn't find anyone who matched your criteria; in that case, the best course of action is to redo the quiz with less specific preferences.

How to update your matching preferences

1. Click your profile image in the upper right corner of your screen to open the profile drop-down menu.

2. From the drop-down menu, select "My Preferences."

3. From the menu on the left, select "Matching Quiz."

4. Click the green "Update Matching Preferences" button in order to re-start the matching quiz. Then just follow the steps and answer the question to complete the quiz.

(Advanced) Privacy

Setting visibility: Only mentors or users who are available for others to connect with will see the Privacy setting.

How to update Privacy settings

1. Click your profile image in the upper right corner of your screen to open the profile drop-down menu.

2. From the drop-down menu, select "My Preferences."

3. From the menu on the left, select "Privacy."

4. Decide if you'd like your profile to be visible to everyone, just to members of shared groups and programs, or to no one.

5. If you've joined multiple hubs, then you'll be able to set your privacy settings anew for each hub (all of your joined hubs will be listed on this page).

(Advanced) Availability

Setting visibility: Only mentors or users who are available for others to connect with will see the Availability setting.

How to update Availability settings

1. Click your profile image in the upper right corner of your screen to open the profile drop-down menu.

2. From the drop-down menu, select "My Preferences."

3. From the menu on the left, select "Availability."

4. Hub Availability: Decide if you'd like to be available for meetings with others in the community; if so, toggle on the accompanying button. If you've opted into such meetings, you'll see a second setting, which will allow you to set a limit on the amount of inbound messages and meeting requests you receive each month.

5. Programs Availability: The Programs availability setting allows you to specify whether or not you'd like to be available as a mentor for long-term mentorships (simply toggle the accompanying button on / off as desired). If you opt in for being a formal mentor, you'll see a second setting, which will allow you to specify how many long-term mentees you're able to take on simultaneously.
Note that you'll only see this setting if your site offers programs; if your site admins opted not to include programs, you won't see this setting.