> ## Documentation Index
> Fetch the complete documentation index at: https://help.doozy.live/llms.txt
> Use this file to discover all available pages before exploring further.

# Mentors and mentees

> How people join a mentoring program, how approval works, and how admins pause, remind and remove them.

Everyone in a mentoring program is a **mentor**, a **mentee**, or both.

## How people join

* **From Slack:** active programs appear in the Doozy App Home under **Mentoring
  programs**, with **Become a mentor** and **Find a mentor** buttons. The
  button opens the role's profile questions straight away.
* **Added by an admin:** on the program's **People** tab, select **Add people**,
  pick a role and choose people. They're in straight away, with no invite or
  approval needed, and get a Slack message asking them to answer the profile
  questions.
* **From an invite:** see [Send an invite](#send-an-invite).
* **From a track:** add a [Join mentoring program](/tracks/steps/join-mentoring-program)
  step to a per-person track.

Joining always goes through the profile questions. Until someone has answered
every required question, their App Home shows a **Continue** button and the **People** tab shows them as **Hasn't answered**. If you add a required
question later, anyone who hasn't answered it is asked again.

While a program is a draft, only people you invite can join, so you can sign
people up before it goes live. Nobody can join a paused or archived program,
and you can't send invites for one.

## Who can join

Set this for mentors and mentees separately under **Joining** in the program's
**Settings**, in the **General** section:

* **Who can become a mentor** (or **mentee**): **Anyone**, **Anyone matching
  filters** or **Only people I invite**. Filters limit joining by group,
  country, work location or manager status from your HRIS.
* **When someone asks to join:** **Add them straight away**, or **Wait for an
  admin to approve**. New programs add invited people straight away. When you
  open mentor joining beyond invites, mentors wait for approval until you
  change it.

A one-line summary under each role shows the result, for example "Anyone can
ask to be a mentor. An admin approves each one."

With **Only people I invite**, people can't join themselves. Add them from the
**People** tab, or send them an invite.

## Send an invite

On the program's **People** tab, open the **Invite** menu and select **Send
invite**. You can invite people before the program is active, so profiles are
ready when you activate it. Matching only starts once it's active.

1. **Send to:** a Slack channel gets one post. Individuals, channel members and
   groups each get a direct message.
2. **Buttons:** **Become a mentor**, **Find a mentor**, or both.
3. **Message:** optional. Leave it empty to use the default, which the preview
   shows.
4. **Expires after:** 7, 14 or 30 days. It's 14 days by default.

The buttons start the same join flow as the App Home and follow the program's
approval setting. For a program set to **Only people I invite**, the invite is what lets
someone join, including from a channel post.

Direct messages go out over a few minutes. If some of the people you chose
aren't on Slack, Doozy tells you how many will get the invite. If you archive the
program, invites that haven't gone out aren't sent. Anyone who selects a button
sees that the program isn't open.

Once an invite expires, its buttons say so instead of joining, and direct
messages that haven't gone out aren't sent. Send a new invite to reach people
again.

### Invite history

Open the **Invite** menu on the **People** tab and select **Invite history** to see every invite for the
program, newest first. Each one shows who it went to, its buttons, who sent it
and when, when it expires, and how many people got a direct message and how
many aren't on Slack. Channel posts show no counts. Its status is **Active**, **Expired** or **Revoked**.
Program admins and viewers can see the list.

A program admin can stop an active invite early with **Revoke**. Its buttons
then say the invite is no longer open instead of joining, and direct
messages that haven't gone out aren't sent. Anyone who already joined stays in
the program. You can't undo a revoke, so send a new invite to reach people
again.

## Approve or decline

When someone who needs approval has answered the profile questions, the
program's admins get a Slack message with their answers and **Approve** and **Decline** buttons.

You can also decide in the app. On the **Overview** tab, the **Needs you** list
shows **N mentors need approval** and **N mentees need approval**. Select
**Review** to go through them one at a time. Each person shows with their
profile answers. Choose **Approve** or **Decline**, or use the keyboard:

* **A** to approve
* **D** to decline
* **→** to skip

Doozy loads up to 100 people at a time. When you finish, it shows how many you
approved, declined and skipped. Skipped people stay on **Needs approval**.

To decide on one person, or in bulk, use the **People** tab. Select the person
and choose **Approve** or **Decline** at the bottom of their panel, or select
several rows and choose **Approve**.

The person gets a Slack message with the outcome. Someone who was declined can't
join that role again unless an admin adds them.

## The People tab

The **People** tab is one table for the program. Switch between **Mentors** and
**Mentees** at the top. The table has **Person**, **Status**, **Waiting** (for mentees),
**Mentor** (for mentees) or **Mentees** (for mentors), **Joined** and
**Approved by**. **Waiting** is how long a mentee has waited for a mentor.
Above the mentees, a line says when matching next runs, how many are waiting and
how many can't be matched.
**Mentor** and **Mentees** list their mentorships. Select a single one there to
open it. **Joined** is the day they joined, applied or were added, and
**Approved by** is the admin who approved or added them.

Rows are ordered so people who need you come first: **Needs approval**, then
**Match needs review**, then **Can't be matched**, then **Hasn't answered**.
Within a status, whoever has waited longest comes first.

### Filter by status

Chips above the table filter by status and show how many people have it, for
example **Waiting for a mentor · 12**. **All** shows everyone in that role.
A status with nobody in it has no chip.

### Select several people

Admins can tick rows to act on many people at once. A bar shows how many you
selected and offers the actions that apply to at least one of them:

* **Approve:** people who **Need approval**.
* **Remind:** people who haven't answered the profile questions.
* **Remove:** people in the program or invited.

The buttons show how many people each one will affect, for example **Approve
3**. Removing asks you to confirm first.

### Open a person

Select a row to open that person's panel. It shows:

* Their role and status, and for a paused person, the day the pause ends.
* How they joined, for example "Applied Oct 6, 2026 · Approved by Sam on Oct 9, 2026"
  or "Added by Sam on Oct 6, 2026".
* For a mentee waiting for a mentor: how long they've waited, why
  they can't be matched and what fixes it, when matching tries next, and
  **Find a mentor**. See [When a mentee can't be matched](/mentoring/matching#when-a-mentee-cant-be-matched).
* **Mentorships:** their mentees or mentor, with the dates and the mentorship's
  status. Select one to open it. It only shows once they have one.
* **Profile answers:** every answer in the order of the form, with a **Shared with match**
  tag on the answers their match sees. Questions they haven't answered show as
  **Not answered**, with **Required** where it applies. A note at the top says
  what is missing, for example "2 required questions left", and when they were
  last reminded.
* **Mentor limits** for approved mentors. See [Mentor limits](/mentoring/matching#mentor-limits).

Program admins can act on a person from the row's menu, or the menu at the top
of their panel:

* **Remind to answer profile questions:** sends their profile questions
  message again in Slack. In the panel, use **Send reminder** next to the
  note about what is missing. Only one reminder can be on its way at a time.
* **Pause until:** leaves them out of matching until the day you pick, then
  includes them again. Their current mentorships carry on. **Resume** ends a pause
  early.
* **Remove from program:** takes them out of the program and keeps their
  record. Their mentorships end, and a removed mentor's mentees go back to
  matching. To come back, they join again under the program's joining rules,
  or you add them back.
* **Add back:** for someone who left, or a mentee whose mentorship completed,
  puts them back in the program. A mentee goes back to waiting for a mentor.

### Add and invite people

**Add people** is at the top right. The **Invite** menu next to it holds **Send
invite** and **Invite history**. **Send invite** is only available while the
program is active.

## Status

Every person has one status, and it's the same on the **Overview** tab, the
**People** tab, and in their panel.

| Status | Who | Meaning |
| - | - | - |
| **Needs approval** | Both | Joined, answered the profile questions, and waiting for an admin to approve them |
| **Hasn't answered** | Both | Hasn't answered every required profile question yet. Nobody is matched until they do. If the program needs approval, they move to **Needs approval** once they answer, and you can still approve them early from their panel. |
| **Waiting for a mentor** | Mentees | Answered and ready, waiting for the next match. |
| **Can't be matched** | Mentees | Matching can't pair them until something changes. Their panel says why. See [When a mentee can't be matched](/mentoring/matching#when-a-mentee-cant-be-matched). |
| **Match needs review** | Mentees | Has a mentorship waiting for an admin to review. Select **Review match** on their row or in their panel. |
| **Paired** | Mentees | Has a mentor |
| **Completed** | Mentees | Their mentorship finished. They select **Find a mentor** in the App Home to get another, or you add them back. |
| **Has capacity (n of m)** | Mentors | Has n mentees now and can take up to m. |
| **Full (n of m)** | Mentors | Has reached the limit, so isn't matched with more mentees for now |
| **Reached total (m)** | Mentors | Has had as many mentees as their total allows, so isn't matched again |
| **Paused** | Both | Left out of matching until the day shown, or until they resume |
| **Invited** | Both | Was sent an invite and hasn't joined |
| **Declined** | Both | An admin turned them down |
| **Left** | Both | Left the program |
| **Removed** | Both | Taken out by an admin, or because their account was disabled, they left the company or they left Slack. Their panel says which. |

Mentorships have their own statuses. See [Mentorship statuses](/mentoring/mentorships#mentorship-statuses).

## Leave or pause new matches

Mentees can **Leave**. Mentors with no current mentees can **Leave**. Mentors
with mentees can **Pause new matches** and **Resume new matches**. To come back
after leaving, join again from the App Home.

## When someone leaves your workspace

Mentoring happens in Slack, so everyone in a program must be on Slack.
**Add people** only offers people who are. If someone is disabled, removed
from HRIS or removed from your Slack workspace, they're removed from every
program and show as **Removed**. Their mentorships end, and a removed mentor's
mentees go back to matching. If they're deleted from your
workspace, Doozy deletes their record in every program and their profile
answers.


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