Level 4

How to Navigate the Community Site

A guide to the main navigation areas in the Salesforce Community Site and what each section is for.

Step 1 of 8

Overview

When you log in to the Community Site, you will see a navigation bar at the top of the page.

This is how you move around the system.

Appointment Management

This section is for anything related to sessions, mentees, and availability.

Click a tile to flip it and read what each area is for.

My Mentees

A list of your mentees.

Open My Mentees

My Sessions

A list of your scheduled sessions. You can change the list view to show things like today’s sessions or this week’s sessions.

Open My Sessions

Manage Time Slots

This is where you add your availability. For example, if you are free from 9:00 to 10:00 on a Monday, you can add that time slot here.

Open Manage Time Slots

Absences

This section is optional. You can use it to record time away, such as holidays. It does not email parents or carers.

Open Absences

Calendar View

This shows your session information in a calendar format instead of a list.

Open Calendar View

Group Sessions

If you run group sessions, you can view them here. These are kept separate from one-to-one sessions.

Open Group Sessions

Support

Click a tile to flip it and read what each area is for.

Support Tickets

Use this to log a support ticket if you need help from a member of the team. This can be easier than using Discord or email.

Open Support Tickets

Knowledge Base

This will replace the Wiki. You will be able to find guidance, instructions, and other useful information here.

Open Knowledge Base

My Account

Click the tiles to flip them and read what each area is for.

My Account

This section is where you can update your account information, such as your mobile number or personal email address.

Open My Account

My Invoices

This shows the invoices you create that are sent to the finance team.

It is mainly there for record-keeping.

Analytics

Dashboard

The dashboard shows useful information, such as:

how much you have made in a month
how many sessions you have
how many sessions you have today

This area can be customised, so if there is information you would find useful, you can suggest it to senior leadership.

Profile

This is another place where you can update profile and account details.

You can also update your profile picture here. This is only visible to you and senior leadership.

Extra Links on the Home Page

Team Meeting Log

This contains previous team meeting emails.

You can use it to go back and check old messages if needed.

Available Mentees

This opens a separate Google Doc showing mentees who may be more difficult to assign.

For example, they may have:

very specific game interests
particular equipment needs
a need for a specific skill or match

It is worth checking this regularly if you are looking for additional mentees.

Key Point

Use the navigation bar at the top of the Community Site to move between the main areas:

Appointment Management
Support
My Account
Analytics
Profile

This should help you find what you need more quickly.

Have a Look Around

Now that you know where everything is, take a few minutes to explore the Community Site on your own.

Try these small tasks to get comfortable with the layout:

Find your mentee list under Appointment Management
Open the Knowledge Base and browse what is available
Check your My Account section to make sure your details are correct

You do not need to change anything yet. The goal is simply to get familiar with where things are so it feels more natural when you need to use them.

Watch a short explanation below

Next Level

Keys	Action
`?`	Open this help
`n`	Next page
`p`	Previous page
`s`	Search