Facilitators are the people who help run a cohort day to day: a hiring
manager, a trainer, an onboarding buddy. A facilitator is anyone on a program’s
Access list with Facilitator turned on.
Doozy adds them to each cohort’s Slack channel when it opens.
The Facilitator toggle only appears when the program has a channel; with
No channel there’s nothing to join.
Facilitator toggle vs dashboard role
The Facilitator toggle only affects the Slack channel. What someone can see
and do in the dashboard comes from their role on the same Access list. Most
facilitators are viewers, who see (but can’t change):
- The program and its cohorts
- Each cohort’s roster: who’s in it and how they got there
- Each person’s progress through the per-person tracks
Anyone in your workspace can be a facilitator, and they see only the programs
they’re on. Give someone the editor role if they should also manage members,
the schedule, and tracks.
Managing facilitators
Facilitators are managed on the program’s Access list. Admins add and remove
people; if the program has a channel, a new person starts as a viewer with
Facilitator on. Editors can toggle Facilitator for anyone on the list.
Changes apply to cohorts that haven’t finished. A new facilitator can see running
cohorts right away and joins the channel of the next cohort that opens; an
already-open channel isn’t back-filled.
Sharing the channel link before it opens
You don’t have to wait for a cohort to open to share its channel: copy the
link from the Cohorts list, the program’s schedule table, or the cohort’s own
page, and paste it into a kickoff invite or joining-instructions email ahead
of day one. See Share the cohort channel
link for where to
find it and which cohorts offer one.
Members join a cohort’s channel on their own start date, not the
cohort’s: someone starting later in the intake window isn’t there yet when
the channel opens. If you send the link to the whole cohort in advance, it
won’t take that group’s later starters to the channel until Doozy adds them
on their own first day.
When a cohort needs a human (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.