> ## 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.
</Tip>

## Sending an Invitation

<Steps>
  <Step title="Go to Mentorship Settings">
    Navigate to **Settings** → **Mentorship** in your dashboard.
  </Step>

  <Step title="Enter Mentor's Email">
    Type your mentor's email address in the invitation field.
  </Step>

  <Step title="Add Personal Message (Optional)">
    Include a personal message that will appear in the invitation email.
  </Step>

  <Step title="Send Invitation">
    Click **Send Invitation** to email the invite.
  </Step>
</Steps>

## 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

<Frame>
  <img src="https://mintlify.s3.us-west-1.amazonaws.com/edgeanalyzersolutions/images/mentorship/invitation-email.png" alt="Mentor Invitation Email" />
</Frame>

## 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.
</Note>

## Troubleshooting

<AccordionGroup>
  <Accordion title="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>

  <Accordion title="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>

  <Accordion title="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
  </Accordion>
</AccordionGroup>