CQ-00006 - Admin Project Set-up

Issue Detail

How do you set up a new project in CINQ?

Solution

Before you setup a project in Cinq, be sure to have the program details, participant(s) email, name and matched coach ready. 

1. Create Your Program

Go to the programs section from Cinq’s menu You can create a new program from scratch or clone a similar program (if exists).

Enter the steps. 

2. Create Your Cohort
A cohort in Cinq refers to the client engagement. It could be a single 1:1 session to a large group coaching engagement. For large engagements, you will have the option to create a single cohorts with multiple groups or multiple cohorts.
To create a cohort, go to the Cohorts section , click on New Cohort, Select an organization, assign a name for the cohort and click save.

3. Add Participants
Once you have created your cohort, click into it from the cohort main screen. You can add your participants here.
Click on Add Participants to add the users. The only required fields are Email, First Name and Last Name
(Optional) Groups – You can group your participants together for group/team coaching engagements. Grouped participants are assigned 1 shared coach and program.

4. Assign Program and Coach to Participant
After you have added your participants, next step is to assign each participant a program and a coach.
To assign a program, type or select from the program drop down for each participant. Similarly, type or select a coach from the coach drop down.

Note: You can launch your project without a coach in cases where a coach has yet to be determined.

5. Release Project
After the setup is complete, go back out to the Cohort main screen. From the project options, select Go Live.