> ## Documentation Index
> Fetch the complete documentation index at: https://help.edgeanalyzer.com/llms.txt
> Use this file to discover all available pages before exploring further.

# Inviting a Mentor

> How to invite your trading coach to review your data

Inviting a mentor gives them read-only access to your trading performance, journal entries, and playbook. This guide walks you through the invitation process.

## Before You Invite

Make sure you have:

* A Pro plan subscription or active free trial
* Your mentor's email address
* Content in your journal worth reviewing

> [!TIP]
>
> Start journaling and building your trade history before inviting a mentor. This gives them meaningful data to review from day one.

## Sending an Invitation

**1. Go to Mentorship Settings**

Navigate to **Settings** → **Mentorship** in your dashboard.

**2. Enter Mentor's Email**

Type your mentor's email address in the invitation field.

**3. Add Personal Message (Optional)**

Include a personal message that will appear in the invitation email.

**4. Send Invitation**

Click **Send Invitation** to email the invite.

## What Your Mentor Receives

Your mentor receives an email containing:

* An invitation to view your Edge Analyzer data
* Your personal message (if provided)
* A unique invitation link
* Instructions to create an account or sign in

![Mentor Invitation Email](https://mintlify.s3.us-west-1.amazonaws.com/edge-analyzer-solutions/images/mentorship/invitation-email.png)

## Invitation States

| State | Description |
| - | - |
| **Pending** | Invitation sent, waiting for mentor to accept |
| **Active** | Mentor has accepted and can view your data |
| **Expired** | Invitation expired after 7 days without acceptance |
| **Revoked** | You cancelled the invitation or revoked access |

## Resending an Invitation

If your mentor didn't receive the email or it expired:

1. Go to **Settings** → **Mentorship**
2. Find the pending or expired invitation
3. Click **Resend Invitation**

A new invitation email is sent with a fresh 7-day expiration.

## Multiple Mentors

Currently, Edge Analyzer supports **one active mentor** at a time. If you want to switch mentors:

1. Revoke access for your current mentor
2. Send a new invitation to your new mentor

> [!NOTE]
>
> Support for multiple mentors may be added in the future based on user feedback.

## Troubleshooting

> [accordion] Mentor didn't receive the email
>
> * Check that you entered the correct email address
> * Ask your mentor to check their spam/junk folder
> * Try resending the invitation
> * Have them whitelist emails from edgeanalyzer.com

> [accordion] Invitation link not working
>
> * Invitation links expire after 7 days
> * Resend the invitation to generate a new link
> * Ensure the mentor is clicking the full link (not truncated)

> [accordion] Mentor can't create an account
>
> * The mentor needs to use the same email the invitation was sent to
> * If they already have an Edge Analyzer account, they should sign in instead


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