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How to add a Mentor Collaborator to your Listing
How to add a Mentor Collaborator to your Listing

Give team members limited access to your Listings so they can take registers, view notes, send messages, and view emergency contact details.

Mark Crofts avatar
Written by Mark Crofts
Updated over a week ago

Navigation: Main menu > My Listings > Edit Listing > Add Mentors

1. Get started

  1. Go to My Listings and select the Listing

  2. Click 'Edit Listing'

  3. From the Listing Tab, scroll to the 'Add Mentor section'

  4. Click the Green button 'Add Mentor'

2. Adding a Collaborator with an existing Eequ account

  1. Search for & select a colleague's email address

  2. They will be automatically added to your listing

3. Adding a Mentor who does not have an Eequ account

  1. Follow Step 1: Get started

  2. From the modal, click 'Invite Mentors by email' button

  3. Enter your colleague's email address (you can add more than one person)

  4. Add a message

  5. Click 'Send invite'

Tip: If your colleague is close by, you can just ask them to create an Eequ account instead πŸ˜‰

4. Remove a Collaborator

  1. Follow step 1 above

  2. From the modal, un-check the collaborator you wish to remove

  3. Click 'Remove'

Note:

  • A listing has to have a minimum of one Mentor

  • The listing owner can remove themselves but they will always have control of the listing from their account

  • Any Mentor that is removed from a listing can easily be re-added


If you want team members to have full admin access to your account, read this article:

If you have been granted Admin Access to an account, read this article:

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