Mentors

The Mentors area is where System administrators manage mentors across all Customer organizations: browse and search mentor accounts, add Guest or Applicant users to a customer as mentors, activate or deactivate them, grant or revoke the ability to submit applications, remove mentors when allowed, and review or cancel pending mentor invitations platform-wide.

A mentor is a person linked to a customer organization who can follow up on attendees and (optionally) submit applications on behalf of that customer.

The Mentors menu item appears under the CUSTOMERS section in the sidebar. System administrators see mentors for every customer and can add them directly.

Accessing Mentors

Sign in with a System administrator account.
In the left sidebar, under CUSTOMERS section.
Click Mentors.

Page structure

The Mentors section has two tabs:

Tab	Purpose
List	Directory of all mentor accounts with search, sorting, and row actions
Invitations	Pending and expired invitations to join a customer as a Mentor across all customers—you can cancel any invitation;

Use the tab bar below the Mentors heading to switch between them.

List tab

Search

Use the Search field to find mentors by first name, last name, or email. Results update automatically as you type. If nothing matches, a no results message is shown.

Table columns

Column	Description
First name	Mentor’s first name — sortable
Last name	Mentor’s last name — sortable
Status	ACTIVE or INACTIVE — sortable
Applicant	A green check when the mentor is allowed to submit applications for the customer, otherwise —.
Customer account	The customer organization the mentor belongs to — sortable
Email	Mentor’s email — sortable
Date created	When the mentor record was created — sortable (default: newest first)
Actions	Row menu (see below)

Pagination shows Showing X–Y of Z results (20 mentors per page by default).

Sorting

Open the column header menu (three dots) on sortable columns and choose Sort ascending or Sort descending.

Row actions

Open the Actions menu (⋮) on a row.

Action	Description
View	Opens the mentor’s user profile under Users
Edit	Opens Edit mentor (status and the Allow to submit applications option)
Remove	Soft-deletes the mentor (see Remove a mentor)

Add mentor

Click ADD MENTOR above the table to open the Add mentor side panel.

Use this flow when the person already has a Guest or Applicant account and you want to add them to a customer immediately—without sending an email invitation.

Field	Required	Notes
Customer account	Yes	Only active customers are listed
Mentor	Yes	Selectable only after a customer is chosen. Lists Guest and Applicant users who are not already a mentor for that customer. Use the search box in the dropdown to filter by name or email

Click CREATE to save. The mentor is created with ACTIVE status. If a previously removed mentor record exists for the same user and customer, it is restored instead of creating a duplicate.

Edit mentor

From the list, choose Edit to open Edit mentor.

Field	Editable	Notes
Customer account	No	Shown for reference
Mentor	No	Name is read-only
Status	Yes	ACTIVE or INACTIVE
Allow to submit applications	Yes	When checked, the mentor is also given the Applicant role scoped to this customer, so they can submit applications on the customer’s behalf. Unchecking it revokes that ability

Click UPDATE to save.

The Allow to submit applications checkbox is disabled when the user cannot become an applicant because they hold other incompatible roles system-wide. Hover the checkbox to see the explanation.

Remove a mentor

Remove soft-deletes the mentor record and the person is no longer a mentor for that customer.

Read the warning: “The mentor <name> will be removed and will be unreachable.” This operation cannot be undone.
If the mentor is currently allowed to submit applications, an optional Restrict to submit applications checkbox is shown. Check it to also revoke the mentor’s applicant role for this customer during removal.
Click REMOVE to confirm.

Invitations tab

This tab lists mentor invitations for all customers.

When a Customer admin invites someone, the invitee receives a signed link (valid for two days) to accept the Mentor role. If the email already belongs to an existing user who accepts, the invitation is cleared when the mentor record is created.

System administrators can cancel any invitation (the pending invite is removed and the acceptance link no longer works).

Table columns

Column	Description
Email	Invitee address — sortable
Status	PENDING (valid link) or EXPIRED — sortable
Customer account	Target customer — sortable
Date created	When the invitation was sent — sortable
Actions	Cancel invitation

Row actions

Action	Description
Cancel invitation	Removes the pending invitation so the acceptance link no longer works

How Mentors relates to other areas

Area	Relationship
Customers	Each mentor belongs to one customer account; only active customers can have mentors added
Users	Underlying user account; View from Mentors opens Users
Applications	A mentor with Allow to submit applications enabled can create applications for the customer