Account Overview

What is a mentor account?

A mentor account is designed for people who follow up on educational activities on behalf of a Customer organization. Mentors are typically people from inside the customer organization (or trusted by it) — who oversee specific applications and stay in contact with the learners participating in those activities.

A mentor account is always tied to one customer organization and to the specific applications the mentor is assigned to. If you mentor for several customer organizations, each one invites you separately.

Mentor Account Activities

Mentors can engage in oversight and follow-up activities, including:

  • Oversight: Stay informed about the educational activities they are assigned to mentor, including the schedule and how the learners they mentor attend
  • Follow-Up Contributions: Add observations and comments on the progress of those activities

Mentors do not create or change applications, attendees, or schedules; the role is intended for oversight and follow-up.

How to get a mentor account?

To become a mentor in the system, you must be invited by a Customer admin of the customer organization you will mentor for, or be added directly as a mentor by a System administrator or Customer admin. The invitation-based flow is the most common way of becoming a mentor.

Step-by-Step Process

  1. Receive Invitation Email

    • A Customer admin sends you an invitation email from the customer organization
    • The email contains a secure link that you must follow to accept the invitation
    • Check your email inbox (and spam folder) for the invitation message

  2. Accept the Invitation

    • Click on the invitation link provided in the email
    • If you do not yet have a user account, you will be asked to register (set your name, password, language, and accept the GDPR terms)
    • If you already have a user account, you must be logged in with the same email address that received the invitation
    • Follow the on-screen instructions to complete the acceptance process

  3. Account Setup

    • Once you accept the invitation, you are automatically registered as a Mentor for the inviting customer organization
    • You may need to complete additional account setup steps, such as confirming your profile details and notification preferences
    • From this point forward, you will be assigned to applications and course applications by the Customer admin as needed

Important Notes

  • Invitation Required: You cannot request a mentor account directly — you must be invited by a Customer admin (or added by a System administrator)
  • Email Link: The invitation link is secure and time-sensitive, and you must accept it using the same email address that received it
  • One Invitation per Customer: A mentor account is tied to a specific customer organization; if you mentor for several customers, each one must invite you separately

If you have any questions about the mentor account invitation process, please contact your Customer admin for assistance.