Add Mentor Automation
When there is a new mentor added to the team, make the following changes to automation rules:
1. Create a new security group called "NAME mentees" (see format of other coaching security groups)
2. In "Automation Rules - Coaching Type" copy one of the existing "Add to security group" rules and change the security group, the community, and rename it. Save.
3. Open the List Builder to the "Assigned Coaches" list. Add the new community to the list with the rule "Is a member of the specified community". Save.
4. When you add a new "My Mentor" box on the Coaching homepage, change the view permissions to "NAME mentees" security group.