Article Sections
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" preference settings will appear to all users; the "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.
4. Cell Number: Enter and save your phone number to enable SMS Notification Preferences.
5. Email Preferences: Toggle the button to opt into/out of email notifications. 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.
6. Notification Preferences: Here you can control whether you'd like to receive SMS and/or email notifications for Connections & Messaging, Newsletters, and Discussion Posts. For each category, you have the option of choosing SMS, email, both, or neither.
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. Update your email and password: Here, you'll be able to see what email is currently associated with your account. If you change it, 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.
You can also click the "Reset Password" to initiate a 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.
Remember to save your changes.
5. My timezone: Under "Current Timezone", use the dropdown box to choose your timezone. By default, your current timezone will be chosen. This is the timezone your meetings will be scheduled in if you schedule meetings on the platform.
Remember to save your changes.
6. Delete your account: Click the red "Delete Account" 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
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."
4. There are three options for calendar management. You can choose to have no calendar management, to set up a Platform Managed calendar, or to sync your personal calendar (Google, iCloud, etc.). Note that the Platform Managed Calendar option may not be available for all platforms.
5. Set up your meeting contact information by providing your phone number and physical location (city). Remember to save your changes.
How to set your schedule preferences using the Platform Managed Calendar
1. Under Calendar Management, choose "Platform Managed Calendar".
2. Set your default timezone.
3. Set the default meeting duration from the dropdown menu. If you prefer to only allow meetings of this duration, check the box underneath.
4. Set your visibility by choosing your earliest and latest available times. 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.
5. Check "Set Available Dates" to choose the days you're available. After you click on a day, you'll be able to choose hours. If you know you'll only have time for meeting with people at noon 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 at noon on Tuesdays and Thursdays (or whatever days you selected).
You'll also have the option of choosing whether 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.
Alternatively, you can check "Set Appointment Slots", in which case you'll be directed to your personal calendar to block out recurring timeslots.
6. You might choose to add a final date.
7. You can choose to include blackout dates. Add or modify specific dates that you are unavailable for a meeting, such as when you'll be out of the office or traveling.
8. You might also decide to add a personalized confirmation message. 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'd like the person you're meeting with to know prior to the meeting!
Lastly, make sure to save your settings!
How to sync your personal calendar
1. Under Calendar Management, choose "Personal Calendar Sync". Click the blue "Setup Calendar Sync" button.
2. A new window will open where you'll be prompted to choose your calendar type. From there, follow the instructions provided.
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 "Edit Responses" button in order to re-start the matching quiz. Then just follow the steps and answer the questions 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 dropdown menu.
2. From the dropdown 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, to specific user types, or to no one.
5. If you need to block a user, simply click the "Block a user" button. This means that a particular user won't be able to see or communicate with you anymore unless you choose to unblock them. They won't receive an alert or notification that they've been blocked.
(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. Meeting 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 number of inbound messages and meeting requests you receive each month.
5. Availability and Greeting Message: Choose whether you'd like to automatically greet new users who might be shy and haven't yet made a connection. If so, decide how many auto-greetings you'd like to send out each month.
6. Greeting Message: If you choose yes, you'll be prompted to create a default auto-greeting message. You're encouraged to personalize your message, but we encourage you to keep it brief.
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