PT4 Pairing Tool — User’s Guide
A short introduction for a Master and staff running an Enlightenment Intensive. For instructions while using PT4, click in its sidebar. Help opens the topic relevant to your current screen or message.
Install PT4
- Sign into the Google account you intend to use.
In Google Sheets on your computer, open a spreadsheet and choose Extensions → Add-ons → Get add-ons. You can also open the Google Workspace Marketplace directly in your browser. Once PT4 is publicly available, search for PT4 Pairing Tool, and open its listing. PT4 is free to use. Click and follow Google’s prompts.
During testing: A draft listing is a preview of PT4’s Marketplace page before it goes public. If DyadTools invited you to test PT4, sign in with the Google account you were invited to use and open the listing link DyadTools gave you. Then click and follow Google’s prompts.
- Create a new blank Google spreadsheet and give it a name for your Intensive.
In your new spreadsheet, look at the menu bar above the grid. Click Extensions, between Tools and Help. In the menu that opens, choose PT4 Pairing Tool, then Set up new Intensive.
If you have trouble installing PT4, see installation troubleshooting.
Share with staff
The Master who creates the Intensive spreadsheet owns it and can share it with staff members. A staff member can be either an “Editor” or a “Viewer.” Editors install and authorize PT4 for their own account and can operate the tool. Viewers can read the sheets and histories but cannot edit or use PT4 controls. Give Editor access only to trusted staff.
As the owner, open the Intensive spreadsheet and click in the upper right. In the sharing form, enter a staff member’s email address and choose Editor or Viewer from the role menu. Leave Notify people checked and click to email the invitation. Repeat for each staff member.
Enter participant names
Type one participant per row in Display Name, finish each edit with Enter or Return, and check Active for people joining the next Dyad. Do not edit the IDs. IDs are managed by PT4. Assign Partner and Nix are optional requests entered using participant IDs. Click for examples.
Use Section Label to organize participants into subgroups, such as people joining from widely different time zones. On a row above each subgroup, type its name in Display Name and check Section Label. This makes the row a heading and keeps it out of the Active count.
The Active count in the column heading must be even. If odd, either uncheck one participant or add a deodder. A deodder is entered and treated as a normal participant.
Prepare → review → accept
- Click to generate a pairing proposal.
- Review the proposed partners and rooms. makes another proposal. returns to preparation.
- Click to create the Publish list.
Only adds a Dyad to history. PT4 keeps two histories and prepares a Publish list of room assignments to copy into Zoom chat. The sidebar’s explains each step.
Continue later
PT4 data remains in Google Sheets when computers are closed. Reopen the same file to continue. The sidebar control panel for Editors opens automatically when the program loads. Viewers do not see the controls. If you hide the sidebar, choose Extensions → PT4 Pairing Tool → Show Controls to restore it.
Finish the Intensive
Once the Intensive is finished, clear the spreadsheet with a Master Reset to erase the stored PT4 data from the Intensive. Choose More controls → , type Full Erase, and confirm.
Warning: PT4 has no Undo for this reset. Read the in-tool before resetting.
The spreadsheet and its sharing settings remain in place. Review staff permissions before starting a new Intensive.