Facilitators

Facilitators are the people who run a cohort day to day: a hiring manager, a trainer, an onboarding buddy lead. In Doozy, a facilitator is anyone on a program’s People list with In channel turned on. Doozy adds them to each cohort’s Slack channel when it opens, so they’re in the room with the group from day one.

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Channel access and dashboard access are separate

Being in the channel is a channel setting, not a permission level. What a facilitator can see and do in the Doozy dashboard comes from their role on the same People list. Most facilitators are viewers, which is a read-only view of:

• The program and its cohorts, without the edit, pause, or create controls
• Each cohort’s roster: who’s in the cohort and how they were added
• Each person’s progress through the program’s per-person tracks, including steps completed and who is still waiting for Slack

Anyone in your workspace can be a facilitator, and they see only the programs they’ve been added to. Give a facilitator the editor role instead if they should also manage members, the schedule, and the program’s tracks.

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Managing facilitators

Facilitators are managed in the People section of the program’s page. Program admins add a person with the people picker, and a newly added person defaults to a viewer who’s in the channel. Editors can turn In channel on or off for someone already on the list. Changes apply to cohorts that haven’t finished yet. A newly added facilitator can see running cohorts immediately and joins channels from the next cohort that opens; an already-open channel doesn’t retro-invite. When a cohort needs a human, because it couldn’t open or someone couldn’t be enrolled, facilitators get the Slack DM alert along with the program’s admins. See when something goes wrong. With the channel set to No channel there’s nothing to join, and the People list alone decides who sees the program.