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Use a program’s Access list to give colleagues a dashboard role and choose who joins its Slack channels as a facilitator. For Engineering onboarding, you might give the onboarding lead admin access, a coordinator editor access and the trainers viewer access with Facilitator turned on.

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Program roles

Access is set separately for each program. Workspace admins and managers can create programs, but must be on an existing program’s Access list to view or manage it. Activating a track also requires permission to schedule activities in the workspace.

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Give someone access

  1. Open the program’s Access list.
  2. Add the person and choose Viewer, Editor or Admin.
  3. Turn Facilitator on if they should help in the cohort’s Slack channel.
Only program admins can add or remove people and change their roles. A program must keep at least one admin. New people default to Viewer, with Facilitator on when the program has a channel. Check both settings when adding someone.

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Add facilitators

Facilitators help participants in Slack: for example, trainers, hiring managers or onboarding buddies. Turn on Facilitator beside their name in the Access list. Editors and admins can change this toggle. The toggle controls channel membership. Their dashboard permissions still come from their program role. It appears only when the program has a channel. Doozy invites facilitators when each cohort’s channel opens. Adding a facilitator later doesn’t invite them to channels that are already open; invite them in Slack if they need to join an existing cohort. Facilitators can see the program’s cohorts as soon as they have access. They also receive Slack alerts when a cohort can’t open or someone can’t be enrolled. See Share the channel link for sending joining instructions in advance, and Fix a problem for failed starts and invitations.