As an organization administrator, you have access to a separate admin console where you can configure programs, manage members, review AI match recommendations, and track engagement across your organization. This article gives you an orientation so you can hit the ground running.
Logging In
You log in exactly the same way members do: via a magic link sent to your email address. There is no separate admin login page. When you click your link and verify, the platform detects your admin role and takes you into the admin console automatically.
Your organization's admin console lives at a subdomain specific to your organization. If you are not sure of the URL, check your invitation email or contact the person who set up your account.
Admin dashboard showing key stats: enrolled members, active matches, programs, and recent activity
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Dashboard Overview
The admin dashboard gives you a quick pulse on your organization:
- Member counts broken down by status (active, invited, pending)
- Active matches and their current health
- Program enrollment numbers
- Recent activity, including new enrollments, completed sessions, and match requests
From the left navigation you can access Members, Programs, Matches, and Settings.
Key First Steps
1. Configure Your Branding
Head to Settings to upload your organization's logo and set an accent color. These appear on login pages and in all emails sent to your members, so your program feels native to your organization rather than a third-party tool.
Branding settings panel showing logo upload and accent color picker
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2. Create a Program
Go to Programs and create your first program. You will choose between two structures:
- Always-on programs: Ongoing, with no fixed end date. Members enroll continuously and matching runs on demand.
- Fixed cohort programs: Time-bound, with defined enrollment periods and session timelines. Good for structured cohorts or seasonal programs.
During setup you will define the program's session structure, any partnership agreement requirements, and whether enrollment is open or invite-only.
3. Import Your Members
Go to Members and use the CSV import tool to upload your member roster. Each row maps to one member with their name, email, and optional fields like job title or organization ID. New members are added as provisioned (unseated) by default and receive invitations when you allocate seats to them.
You can also set your enrollment mode:
- Invite only: Only people on your roster can join.
- Domain auto: Anyone with an approved email domain can self-enroll.
CSV import screen showing field mapping and import results summary
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4. Run AI Matching
Once members have enrolled in a program and completed their profiles, you are ready to run matching. Navigate to the program's Matching tab and trigger a matching run. The AI will analyze all enrolled members' profiles and surface recommended pairings ranked by compatibility.
Review the recommendations, then approve the matches you want to proceed with. Members are notified by email only after you approve.
AI match recommendations table showing candidate pairs, compatibility scores, and approve/reject actions
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5. Monitor and Manage
After matches are active, the Matches section lets you track partnership health, view session completion rates, and step in if a match needs attention. You will also receive notification emails for key events, and your dashboard highlights any matches that may need a nudge.
Getting Deeper
This article is an orientation, not a full guide. For detailed instructions on each area, explore the other articles in the Admin Guide section of the help center.