Engage Resource Toolkit

Updated October 2022

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Basics	Key Tasks	Supplemental Tasks
Login to Engage	Search Client	Update a Client’s Mentoring Request Status
Homepage Views According to Your Classification	Add a New Client	Add a Co-Mentor Add a Note as a Co-Mentor
Home Page Links Quick Descriptions	Accept/Decline Mentor Request	Team Member Information
Update Your Profile	Record a Session	Send An Email From The Contact Record
		How to Access NPS Reports
		Pilot Mentor Toolkit Mad Lib Profile Guide to Introductory Mentoring Sessions

Basics	Key Tasks	Supplemental Tasks
Login to Engage	Assigning the Request to a Mentor	Reassign a Mentor Request
Home Page Links Quick Descriptions	Adding a Note to the Mentor Request	Transferring a Mentor Request to Another Chapter
Receiving the Mentor Request	Search Client	Case Assignment
On-Demand Video About Client Intake Coordinator		Adding a Client as a Client Intake Coordinator
		Generate Engage Reports

Basics	Key Tasks	Supplemental Tasks
Login to Engage	Event Creation	How To: Modify An Event
Home Page Links Quick Descriptions	Checking in Registrants	How To: Cancel an Event
On-Demand Video About Event Manager	In-Person Post Processing	How To: Clone An Event
	Update Attendance for Zoom Meeting	Marketing The Event
	Update Attendance for Zoom Webinar	Generate Engage Reports
	Fact Sheet about Importing Attendance

Basics	Key Tasks	Supplemental Tasks
Login to Engage	Managing the Volunteer Intake Queue	How to Pause, Withdraw, or Reject Volunteer Applications
Home Page Links Quick Descriptions	Managing Prospective Applications	How to View Certified Coaches, Interviewers, and Co-Mentors
Regional Volunteer Intake Coordinator Guide	Updating Provisional Applications	Send An Email From The Contact Record
		Generate Engage Reports

Basics	Key Tasks	Supplemental Tasks
Login to Engage	Search Volunteer	Managing Contractors in Engage
Home Page Links Quick Descriptions	Assign/Update Position
	Update a Volunteer’s Status