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How To Add/Invite Mentors
Evan Gove avatar
Written by Evan Gove
Updated over 6 months ago

Below are step-by-step instructions for how to add/invite mentors.

Step 1: The first step in adding mentors to your program is locating the mentor library on the left-hand toolbar. To do this, select “Mentors” in the navigation menu.

Step 2: To get started, click on the “Invite Mentor” button in the top right. Here, you will be able to add information and send invites to your mentor(s).

Step 3: You will see a pop-up on the side of the screen. Here, you will begin filling out mentor information. First, enter the full name of the mentor you wish to add.

Step 4: Enter the mentor’s email. This is the email account they will use to access their Equip account.

Step 5: Enter the mentor’s title. This could simply be the term “mentor” or you may use what your program refers to them as.

Step 6: Toggle Web Access. This will allow for mentors to view student support information through their Equip access.

Step 7: If you toggled the above and plan to grant mentors web access, select students to support from the drop down menu.

Step 8: Click on the checkbox if you wish to send an email notification to the mentor regarding their invite. This can be done now or at a later time.

Step 9: Finally, select “Invite Mentor” at the bottom of the screen.

Step 10: Congratulations! You have successfully invited a mentor! To continue to add mentors, repeat the above steps or select the “Import Mentors” button on the mentor library page.

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