Welcome to Mentessa! If you’re a new customer who has received the link http://new.mentessa.com, this guide will walk you through what you can do with it and how to get the most out of your Mentessa experience.

1. Creating Your Mentessa Community

The link http://new.mentessa.com is your gateway to creating a new Mentessa community. Whether you are exploring the platform as a potential lead or onboarding as a new customer, the link serves a dual purpose:

• Customer Onboarding: Administrators can set up their community and provide initial information about their role and the purpose of the community, whether it’s for upskilling, mentoring, or connecting members. This data is stored in HubSpot to help us improve the platform experience.

• User Onboarding: Once the community is created, employees or members invited to join will go through the user onboarding process.

2. Customizing Community Roles

Admins have full flexibility to define roles within the community. For example, a community for female entrepreneurs might include roles like mentor, coach, or investor.

• Roles appear in each member’s profile and can be used for filtering and search.

• Roles can be set up during onboarding or added/renamed later as a custom service.

3. The User Onboarding Experience

After creating the community, users invited via magic links begin their onboarding:

• Fill in basic information and choose skills they can teach or want to develop.

• Set availability for mentoring hours (not linked to external calendars, giving full control).

• Watch a welcome video introducing Mentessa, which can be replaced with a custom video from your organization, like a CEO message.

The onboarding is designed to be flexible: most questions can be skipped initially, allowing users to get started quickly.

4. Dashboards and Personalization

Mentessa provides two types of dashboards:

• Personal Dashboard: Accessible to all users; shows profile information, suggested next steps, and available resources like webinars or training content. Users are encouraged to complete their profiles via a profile score and reminders.

• Admin Dashboard: Accessible only to administrators; provides tools for managing the community, such as adjusting settings, adding users, uploading logos, assigning roles, and customizing colors.

5. Connecting and Matching Users

Unlike platforms like LinkedIn, Mentessa doesn’t automatically connect members. Instead:

• Users initiate interactions by sending matches, booking appointments, or sending messages.

• Desktop notifications alert users to chat messages within the platform.

• Automated suggestions connect members with mentors, courses, or job opportunities based on their skills and goals.

Admins can also explore advanced matching features, including self-matching, admin matching, programmatic matching, and automatic matching, with AI-generated demo users available in new communities.

6. Using Magic Links

Magic links are essential for inviting users to your invite-only Mentessa community.

• Copying and pasting a magic link allows new users to register directly and begin the onboarding process.

• They are perfect for sharing demo access or including in newsletters.

7. Customization Options

Mentessa allows for additional customization:

• Upload your own welcome videos.

• Customize roles, community names, colors, and logos.

• Add AI-generated demo users to explore matching options before onboarding real members.

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Getting Started Tip: Start by sharing your magic link with initial users, set up roles, and customize your community branding. Then explore dashboards to manage users and monitor community engagement. Mentessa makes it simple to create a thriving com Commence by sharing your magic link with early users, establishing roles, and personalizing your community branding. Next, delve into dashboards to oversee users and track community engagement. With Mentessa, crafting a flourishing community aligned with your objectives is effortless.munity tailored to your goals.