Skip to main content

How to Grant Mentee Access to Your Account

Overview​

Share view-only access to your trading data with mentees for coaching and learning.

Prerequisites​

  • Pro Plan required
  • Mentee must have Tradelyser account

Steps​

1. Navigate to Mentee Access​

Go to Settings > Mentee Access

2. Click Add Mentee​

Click "+ Add Mentee" or "Grant Access" button

3. Enter Mentee Details​

Option A: By Email

  • Enter mentee's email address
  • System sends invite automatically

Option B: Generate Link

  • Create shareable link
  • Send link manually
  • Link expires in 7 days

4. Set Permissions​

Choose what mentee can view:

  • ☑️ Trades log
  • ☑️ Performance reports
  • ☑️ Dashboard
  • ☑️ Journal entries
  • ☑️ Strategies
  • ☑️ Notes

5. Set Access Duration​

Expiry options:

  • 30 days
  • 90 days
  • 6 months
  • 1 year
  • Permanent

6. Send Invitation​

  1. Review details
  2. Click "Send Invite"
  3. Email sent to mentee
  4. Pending until accepted

7. Mentee Accepts​

Mentee receives email:

  1. Clicks "Accept Invitation"
  2. Logs into their account
  3. Your data appears in their view
  4. Status changes to "Active"

Success!​

Mentee has view-only access to your trading data.

What Mentees See​

View-Only Access​

✅ Can View:

  • All trades
  • Performance metrics
  • Dashboard
  • Reports
  • Journals
  • Strategies
  • Notes

❌ Cannot:

  • Edit anything
  • Delete trades
  • Change settings
  • Export data (optional)
  • Place trades
  • Access broker

Managing Mentees​

Mentee List​

View all mentees:

  • Name/Email
  • Access status (Active/Pending/Expired)
  • Permissions granted
  • Last accessed
  • Quick actions

Mentee Permissions​

Granular Control​

Full Access: Everything
Read-Only: View but not export
Limited: Specific sections only
Custom: Choose exact permissions

Edit Mentee Access​

Modify Permissions​

  1. Click three dots on mentee
  2. Select "Edit Permissions"
  3. Change what they can see
  4. Save changes
  5. Updates immediately

Revoke Access​

Remove Mentee​

  1. Find mentee in list
  2. Click three dots
  3. Select "Revoke Access"
  4. Confirm action
  5. Access removed immediately

Activity Tracking​

See What Mentees Do​

Track:

  • Last login time
  • Pages viewed
  • Reports generated
  • Activity frequency

Privacy: Mentees know you can see this

Communication​

Mentor-Mentee Chat​

Some versions include:

  • In-app messaging
  • Comment on trades
  • Share insights
  • Ask questions

Mentee Limits​

By Plan​

  • Pro Plan: Up to 5 mentees
  • Enterprise: Unlimited

Use Cases​

When to Grant Access​

👨‍🏫 Teaching trading
👨‍🏫 Coaching students
👨‍🏫 Sharing with family
👨‍🏫 Accountability partner
👨‍🏫 Getting mentored yourself

Security​

Access Control​

🔒 View-only (cannot modify)
🔒 Can revoke anytime
🔒 Track all activity
🔒 Audit trail maintained

Invite Expiry​

Pending Invitations​

  • Expire after 7 days
  • Can resend
  • Delete expired
  • Track status

Bulk Invites​

Add Multiple Mentees​

  1. Click "Bulk Add"
  2. Enter multiple emails
  3. Set same permissions
  4. Send all invites

Quick Tips​

  • Use for coaching/teaching
  • Set expiry for temporary access
  • Review permissions carefully
  • Track mentee activity
  • Revoke when no longer needed
  • Communicate expectations

Next Steps​

Troubleshooting​

Can't add mentee? Check if on Pro plan
Invite not received? Check mentee's spam
Mentee can't access? Ensure they accepted
Hit mentee limit? Upgrade or remove inactive
Need help? Contact support@tradelyser.com

Table of Content