--- schema_version: "1" id: 32ace89c7ed24b5796739cd24e13429270e99b245b6a77944176dbdf50e9176c title: Prerequisites for Your Mentoring Portal collection: admin version: current locale: en-us portal_url: https://docs.salesforce.com/admin/current/en-us/sfdo/264-0-0/ec_prerequisites_for_your_mentoring_portal.md canonical_url: https://help.salesforce.com/s/articleView?id=sfdo.ec_prerequisites_for_your_mentoring_portal.htm&release=264.0.0&type=5 source_site: help.salesforce.com content_type: documentation content_hash: 45cf6bbd3ab7542b3f690e79d31b5479ad2f2aa5ed5ad75cb5d88f01a68b62b5 description: To set up and use a Mentoring portal in Education Cloud, complete these prerequisites. products: - Education release: "264" --- # 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](https://help.salesforce.com/s/articleView?id=sfdo.ec_prerequisites_for_your_mentoring_portal.htm&release=264.0.0&type=5)** 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](https://help.salesforce.com/s/articleView?id=sfdo.ec_prerequisites_for_your_mentoring_portal.htm&release=264.0.0&type=5)** 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](https://help.salesforce.com/s/articleView?id=sfdo.ec_prerequisites_for_your_mentoring_portal.htm&release=264.0.0&type=5)** 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. See Also: - [Mentoring Programs](https://help.salesforce.com/s/articleView?id=sfdo.ec_set_up_a_mentoring_program.htm&release=264.0.0&type=5 "Use the Education Cloud Mentoring app to create a program to connect mentees with mentors, and manage and assign mentoring benefits.") - [Mentoring Program Benefits](https://help.salesforce.com/s/articleView?id=sfdo.ec_manage_benefits_for_your_mentoring_program.htm&release=264.0.0&type=5 "Set up mentoring benefits and identify benefit providers for your mentoring program.") ## 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. See Also: - [Create a Mentoring Portal](https://help.salesforce.com/s/articleView?id=sfdo.ec_create_a_mentoring_portal.htm&release=264.0.0&type=5 "Create an Experience Cloud site for your Education Cloud Mentoring portal. How you designate mentors and mentees in your organization determines if you can use a single Experience Cloud site for your mentoring portal.") ## 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 1. From Setup, in the Quick Find box, enter Profiles, and then select **Profiles**. 2. For Customer Community Plus User, click **Clone**. 3. In Profile Name, enter a name for the Mentor user and then save your changes. 4. Similarly, create the Mentee user profile. ### Create and Assign a Mentor Permission Set 1. From Setup, in the Quick Find box, enter Permission Sets, and then select **Permission Sets**. 2. For Education Cloud for Experience Cloud Access, click **Clone**. 3. Enter a label and API name for your mentor permission set. 4. Save your changes. 5. Assign the permission set to mentor users. ### Set Field Permissions for Your Mentor Permission Set 1. Click your mentor permission set. 2. Click **Object Settings**. 3. Click **Benefit Assignments**, and then click **Edit**. 4. 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**. 5. Save your changes. 6. Next to Benefit Assignments, click ![Actions menu icon](https://sf-zdocs-cdn-prod.zoominsoftware.com/tdta-sfdo-education_cloud-264-0-0-production-enus/89403874-2a89-4126-b574-9db175c14f28/education_cloud/images/actionsmenu.png), and select **Benefit Disbursements**. 7. 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**. 8. Save your changes. 9. Next to Benefit Disbursements, click ![Actions menu icon](https://sf-zdocs-cdn-prod.zoominsoftware.com/tdta-sfdo-education_cloud-264-0-0-production-enus/89403874-2a89-4126-b574-9db175c14f28/education_cloud/images/actionsmenu.png), and select **Programs**. 10. Click **Edit**. 11. For End Date, select **Read Access**, and then save your changes. 12. Next to Programs, click ![Actions menu icon](https://sf-zdocs-cdn-prod.zoominsoftware.com/tdta-sfdo-education_cloud-264-0-0-production-enus/89403874-2a89-4126-b574-9db175c14f28/education_cloud/images/actionsmenu.png), and select **Program Enrollments**. 13. 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**. 14. Save your changes. ### Create and Assign a Mentee Permission Set 1. From Setup, in the Quick Find box, enter Permission Sets, and then select **Permission Sets**. 2. For Education Cloud for Experience Cloud Access, click **Clone**. 3. Enter a label and API name for your mentee permission set. 4. Save your changes. 5. Assign this permission set to mentee users. ### Set Field Permissions for Your Mentee Permission Set 1. Click your mentee permission set. 2. Click **Object Settings**. 3. Click **Benefit Assignments**, and then click **Edit**. 4. 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**. 5. Save your changes. 6. Next to Benefit Assignments, click ![Actions menu icon](https://sf-zdocs-cdn-prod.zoominsoftware.com/tdta-sfdo-education_cloud-264-0-0-production-enus/89403874-2a89-4126-b574-9db175c14f28/education_cloud/images/actionsmenu.png), and select **Benefit Disbursements**. 7. Click **Edit**, and then add these field permissions. 1. For Disbursement Status, select **Read Access**. 2. For Unit of Measure, select **Read Access**. 8. Save your changes. 9. Next to Benefit Disbursements, click ![Actions menu icon](https://sf-zdocs-cdn-prod.zoominsoftware.com/tdta-sfdo-education_cloud-264-0-0-production-enus/89403874-2a89-4126-b574-9db175c14f28/education_cloud/images/actionsmenu.png), and select **Programs**. 10. Click **Edit**. 11. For End Date, select **Read Access**, and then save your changes. 12. Next to Programs, click ![Actions menu icon](https://sf-zdocs-cdn-prod.zoominsoftware.com/tdta-sfdo-education_cloud-264-0-0-production-enus/89403874-2a89-4126-b574-9db175c14f28/education_cloud/images/actionsmenu.png) and select **Program Enrollments**. 13. Click **Edit**. 14. For Object Permissions, select **Create**. 15. 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**. 16. Save your changes. ### Create a Permission Set for Action Plans 1. From Setup, in the Quick Find box, enter Permission Sets, and then select **Permission Sets**. 2. Click **New**. 3. Enter a label for your permission set, then press Tab to automatically fill the Rule Name field. 4. For License, select **None**, and then save your changes. 5. Click **System Permissions**, and then click **Edit**. 6. Enable **Access Activities** and **Edit Tasks**. 7. Save your changes. 8. Assign this permission set to both mentee and mentor users.