Prerequisites for Your Mentoring Portal

To set up and use a Mentoring portal in Education Cloud, complete these prerequisites.

Editions Needed
Available in: Lightning Experience
Available in: Enterprise, Performance, Unlimited, and Developer Editions with Education Cloud

Set Up Mentoring Programs
Create and manage Mentoring benefits in Education Cloud to support learners in a variety of areas, such as networking, skill development, academic guidance, and career development.
Determine How Many Portals You Need
How you designate mentors and mentees in your organization determines if you can use a single Experience Cloud site for your Education Cloud Mentoring portal.
Set Up Mentoring Portal Users
Prepare your users to access your mentoring Experience Cloud site.

Set Up Mentoring Programs

Create and manage Mentoring benefits in Education Cloud to support learners in a variety of areas, such as networking, skill development, academic guidance, and career development.

Determine How Many Portals You Need

How you designate mentors and mentees in your organization determines if you can use a single Experience Cloud site for your Education Cloud Mentoring portal.

If participants are only either mentors or mentees, and there is no overlap, you can set up your single Education Portal to support Mentoring along with your other programs such as Recruitment and Admissions, Student Success, and Alumni.

If users in your institution can be both mentors and mentees, you must create separate portals for mentees and mentors.

Set Up Mentoring Portal Users

Prepare your users to access your mentoring Experience Cloud site.

Editions Needed
Available in: Lightning Experience
Available in: Enterprise, Performance, Unlimited, and Developer Editions with Education Cloud

User Permissions Needed
To manage Mentoring users:	Education Cloud Full Access

Create Profiles for Mentors and Mentees

From Setup, in the Quick Find box, enter Profiles, and then select Profiles.
For Customer Community Plus User, click Clone.
In Profile Name, enter a name for the Mentor user and then save your changes.
Similarly, create the Mentee user profile.

Create and Assign a Mentor Permission Set

From Setup, in the Quick Find box, enter Permission Sets, and then select Permission Sets.
For Education Cloud for Experience Cloud Access, click Clone.
Enter a label and API name for your mentor permission set.
Save your changes.
Assign the permission set to mentor users.

Set Field Permissions for Your Mentor Permission Set

Click your mentor permission set.
Click Object Settings.
Click Benefit Assignments, and then click Edit.
Add these field permissions.
1. For End Date Time, select Read Access.
2. For Provider, select Read Access.
3. For Start Date Time, select Read Access and Edit Access.
4. For Status, select Read Access and Edit Access.
5. For Unit of Measure, select Read Access and Edit Access.
Save your changes.
Next to Benefit Assignments, click , and select Benefit Disbursements.
Click Edit, and then add these field permissions.
1. For Disbursement Status, select Read Access and Edit Access.
2. For Unit of Measure, select Read Access and Edit Access.
Save your changes.
Next to Benefit Disbursements, click , and select Programs.
Click Edit.
For End Date, select Read Access, and then save your changes.
Next to Programs, click , and select Program Enrollments.
Click Edit, and then add these field permissions.
1. For Application Date, select Read Access and Edit Access.
2. For Contact, select Read Access and Edit Access.
3. For End Date, select Read Access and Edit Access.
4. For Is Active, select Read Access and Edit Access.
5. For Start Date, select Read Access and Edit Access.
6. For Status, select Read Access and Edit Access.
Save your changes.

Create and Assign a Mentee Permission Set

From Setup, in the Quick Find box, enter Permission Sets, and then select Permission Sets.
For Education Cloud for Experience Cloud Access, click Clone.
Enter a label and API name for your mentee permission set.
Save your changes.
Assign this permission set to mentee users.

Set Field Permissions for Your Mentee Permission Set

Click your mentee permission set.
Click Object Settings.
Click Benefit Assignments, and then click Edit.
Add these field permissions.
1. For End Date Time, select Read Access.
2. For Provider, select Read Access.
3. For Start Date Time, select Read Access and Edit Access.
4. For Status, select Read Access and Edit Access.
5. For Unit of Measure, select Read Access and Edit Access.
Save your changes.
Next to Benefit Assignments, click , and select Benefit Disbursements.
Click Edit, and then add these field permissions.
1. For Disbursement Status, select Read Access.
2. For Unit of Measure, select Read Access.
Save your changes.
Next to Benefit Disbursements, click , and select Programs.
Click Edit.
For End Date, select Read Access, and then save your changes.
Next to Programs, click and select Program Enrollments.
Click Edit.
For Object Permissions, select Create.
Add these field permissions.
1. For Application Date, select Read Access and Edit Access.
2. For Contact, select Read Access and Edit Access.
3. For End Date, select Read Access and Edit Access.
4. For Is Active, select Read Access and Edit Access.
5. For Start Date, select Read Access and Edit Access.
6. For Status, select Read Access and Edit Access.
Save your changes.

Create a Permission Set for Action Plans

From Setup, in the Quick Find box, enter Permission Sets, and then select Permission Sets.
Click New.
Enter a label for your permission set, then press Tab to automatically fill the Rule Name field.
For License, select None, and then save your changes.
Click System Permissions, and then click Edit.
Enable Access Activities and Edit Tasks.
Save your changes.
Assign this permission set to both mentee and mentor users.