Associating a Mentor to a Student from the Mentor Record

This article explains how to associate a mentor to a student from the Mentor record.

Navigate to Users.

Search for the mentor you wish to associate to a student.

Click Full Name hyperlink to open the mentor user record.

TIP: You can verify the user is assigned the Mentor role by referencing the User Type and Roles columns.

The mentor’s Information record displays. Click the Students tab.

The list of students associated to the mentor displays. Click Add Student.

IMPORTANT: Clicking Add All Students gives you the option to associate a mentor to all students for a selected client. Only choose this option if you are certain you wish to associate a mentor to an entire student roster for a specific client or for all available clients.

The Add Student form displays. Begin to type a UsernameFull NameLast Name, or Email to Search Students. Select the appropriate student from the list. Then, click Save Student.

TIP: Click the Is Primary checkbox to make the mentor primary on the student record.

IMPORTANT: Full Name and Mentor Type are required fields and are denoted with an asterisk *. Selecting a student from the list auto-populates these fields and assigns a default Mentor Type based upon the type assigned at the time the user was created in the system.

Click Save Student to complete the association.

Please note, the images that may be found in this resource may not match your screen.

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