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Role Selection and Switching

Gohorto supports multiple user roles, and some users may have access to multiple roles. This guide explains how role selection works and how to switch between roles if you have access to more than one.

Understanding Roles in Gohorto

Each user account in Gohorto is associated with one or more roles. Your role determines:

  • Which dashboard you see when you log in
  • What features and modules you can access
  • What data and information you can view
  • What actions you can perform

Common Role Combinations

Users may have multiple roles in different scenarios:

  • Mentor + Investor: A mentor who also invests in startups
  • Startup Founder + Mentor: A founder who mentors other startups
  • Program Admin + Mentor: An administrator who also provides mentorship
  • Investor + Program Host: An investor who runs an accelerator program

Role Selection During Registration

When you first register for Gohorto, you'll be asked to select your primary role:

Available Roles

  1. Startup / SME / Entrepreneur
  2. For founders and team members of startups

  3. Access to startup dashboard and features

  4. Mentor / Coach

  5. For mentors and coaches providing guidance

  6. Access to mentor dashboard and startup management

  7. Investor

  8. For investors, VCs, and investment professionals

  9. Access to investor dashboard and portfolio features

  10. Trainee

  11. For individuals participating in training programs

  12. Access to trainee dashboard and learning materials

  13. Program Host / Administrator

  14. For program administrators and hosts
  15. Access to admin dashboard (requires admin login)

Role Assignment Methods

Your role can be assigned in several ways:

  1. Self-Selection: You choose your role during registration
  2. Invitation-Based: Your role is assigned when you're invited to join
  3. Application-Based: Your role is determined by the type of application you submit
  4. Administrator Assignment: A program admin assigns or modifies your role

Viewing Your Current Role

On Your Dashboard

Your current active role is typically displayed:

  • In the top navigation bar
  • In your profile dropdown menu
  • On your dashboard header

In Your Profile

  1. Click on your profile icon (usually in the top-right corner)
  2. Select "Profile" or "Account Settings"
  3. View your assigned roles in the "Roles" or "Permissions" section

Switching Between Roles

If you have access to multiple roles, you can switch between them to access different dashboards and features.

How to Switch Roles

Method 1: Role Switcher in Navigation

  1. Locate Role Switcher
  2. Look for a role selector dropdown in the top navigation

  3. It may be labeled "Switch Role" or show your current role

  4. Select New Role

  5. Click on the role selector

  6. Choose the role you want to switch to from the dropdown

  7. Confirm Switch

  8. You'll be redirected to the dashboard for the selected role
  9. Your active role is now changed

Method 2: Profile Menu

  1. Open Profile Menu
  2. Click on your profile icon

  3. Select "Switch Role" or "Roles"

  4. Choose Role

  5. View available roles

  6. Click on the role you want to activate

  7. Dashboard Redirect

  8. You'll be taken to the appropriate dashboard

Method 3: Direct Dashboard Access

If you have multiple roles, you may see links to different dashboards:

  • "Go to Startup Dashboard"
  • "Go to Mentor Dashboard"
  • "Go to Investor Dashboard"

Clicking these links switches your active role and takes you to that dashboard.

Role-Specific URLs

Some roles may have direct URLs:

  • Startup Dashboard: https://gohorto.com/dashboard/startup
  • Mentor Dashboard: https://gohorto.com/dashboard/mentor
  • Investor Dashboard: https://gohorto.com/dashboard/investor
  • Admin Dashboard: https://gohorto.com/admin

Accessing these URLs directly will switch your active role if you have access.

Role Permissions and Limitations

What Changes When You Switch Roles

When you switch roles, the following change:

  • Dashboard View: Different dashboard layout and widgets
  • Navigation Menu: Role-specific menu items and sections
  • Available Features: Features relevant to the active role
  • Data Access: Data and information visible to that role
  • Actions: Actions you can perform

What Stays the Same

  • User Account: Same account, same login credentials
  • Profile Information: Your profile data remains the same
  • Notifications: You'll still receive notifications for all your roles
  • Settings: Some account settings apply across all roles

Managing Multiple Roles

Best Practices

  1. Use Appropriate Role: Switch to the role that matches what you're trying to do
  2. Use "Startup" role when working on your startup
  3. Use "Mentor" role when providing mentorship

  4. Use "Investor" role when reviewing investments

  5. Check Active Role: Always verify which role is active before performing actions

  6. Look for role indicator in navigation

  7. Check dashboard header

  8. Role-Specific Notifications: Be aware that notifications may be role-specific

  9. Check notifications for all your roles regularly
  10. Some actions may require switching roles

Common Scenarios

Scenario 1: Mentor Who Also Invests

  • As Mentor: Switch to "Mentor" role to manage assigned startups, schedule sessions, provide feedback
  • As Investor: Switch to "Investor" role to browse portfolios, conduct due diligence, review opportunities

Scenario 2: Startup Founder Who Mentors Others

  • As Founder: Use "Startup" role for your own startup management, applications, tasks
  • As Mentor: Switch to "Mentor" role to help other startups, manage mentorship sessions

Scenario 3: Program Admin Who Also Mentors

  • As Admin: Use admin login for program management, configuration, reporting
  • As Mentor: Switch to "Mentor" role (if available) to provide mentorship

Requesting Additional Roles

If you need access to an additional role:

  1. Contact Program Administrator
  2. Reach out to the program administrator for your program

  3. Explain why you need the additional role

  4. Submit Request

  5. Some platforms have a role request feature

  6. Fill out the role request form if available

  7. Wait for Approval

  8. Administrator reviews and approves your request
  9. You'll be notified when the role is added

Troubleshooting Role Issues

Common Issues

Issue: "Cannot switch roles" - Solution: Verify you have multiple roles assigned. Contact admin if needed.

Issue: "Missing expected role" - Solution: Contact program administrator to request role assignment.

Issue: "Wrong dashboard after login" - Solution: Check your default role in profile settings. Switch roles if needed.

Issue: "Cannot access role-specific features" - Solution: Ensure you've switched to the correct role. Verify permissions with admin.

Next Steps