Adding new users during the initial phase
Adding new users during the Closed phase/Live phase
- When meetings are generated and no changes have been made in H2H
- When meetings are generated and changes have been done in H2H
Adding new users during the initial phase
Initial phase - update your profile
During the time that the platform is open for the users to update their profile, the organiser can add new users either manually, through api or blender.
Initial phase - Select preferences
During the time that the platform is open for the users to swipe "Must meet, meet and no thanks", the organiser is able to add new users to the platform.
When meetings are generated and no changes have been made in H2H
Adding new users during the Closed phase/Live phase
Ideally you should not import any new users at this stage. Because adding any new registrants mean changing in the scoring and consequently changing the meeting for anyone else.
When meetings are generated and no changes have been made in H2H
1- Add the new user to the Grip dashboard
2- Activate the user
3- Set preferences for the user
Set preferences "Must meet, meet, no thanks" on the Grip dashboard.
4- Generate the scoring matrix
5- Go to H2H
6- Reload the data
7 - Click on "Generate meetings"
When meetings are generated and changes have been done in H2H
Ask the client to send a list of attendees on an excel sheet to the new registrant and ask them who they would like to meet. If the organiser does not want to do this then they have to randomly match the new registrants with anyone available.
1- Add the new user to the Grip Dashboard
2- Activate the user
4- Go to H2H
5- Reload the data
5 - DO NOT "Generate Meetings"
6 - Find the user and manually assign a meeting with anyone available or if they have already informed the organiser of who they would like to meet, match them with those.