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.