This article explains how to create a Mentor user.
TIP: Click here for written directions.
Click the Play button below to view Creating a Mentor User Video.
Run Time: 03:37
Navigate to Users.
Click Create User. Then, select Mentor from the drop-down menu.
The Create a Mentor User form displays. There are three primary sections on the form: Personal Information, Client Information, and Contact Information. Some of the fields in these sections require manual input of data and others auto-populate.
The asterisk * next to a field title denotes required information.
NOTE: For clients with a single sign-on configuration, the additional Identity Provider field will be present on the user record.
In the Personal Information field, enter the mentor’s First Name and Last Name. Optionally, enter a Middle Name (or initial) and assign a Gender by clicking on the drop-down arrow and selecting a gender option from the list.
In the Contact Information field, enter Email Address(es) and Phone Number(s). Click the Home field for each to populate a drop-down menu of further options.
TIP: Clicking the + to the right of each field populates an add tool allowing you to add email addresses and phone numbers. If you enter more than one email address or phone number, you will have the option to reassign the Primary address or number by checking and unchecking the appropriate checkboxes. You can also click the trashcan icon to delete your entry.
In the Client Information field, begin to type a Client Name (ERP Code is not required). Then, select the appropriate client from the list.
Additional LMS fields populate based on the chosen client.
NOTE: Identity Provider is only required when choosing a Lincoln Learning Solutions client.
IMPORTANT: Username auto-populates based upon Personal Information entered upon mentor creation. Additionally, Status defaults to Active.
Click the drop-down arrow to select a Mentor Type.
IMPORTANT: Selecting School Contact, Student Learning Advocate/Liaison, Aid, or Proctor will automatically give the mentor Client Mentor permissions. Selecting Guardian, Unknown, Aide, Proctor, Parent, or Relative will automatically give the user Mentor permissions. Click here for more information regarding client roles.
If Guardian is selected, you may select a Guardian Type from the drop-down list.
At the top of the page, click Save, Save & New, or Save & Close to save all changes and create the mentor user. Or, click Clear to clear all fields and start over.
Please note, the images that may be found in this resource may not match your screen.
This is a Lincoln Learning Solutions product. Access/features may vary based on client contract.
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