Skip to main content

How to Manage Mentee Permissions

Overview​

Control what each mentee can view and access in your account.

Steps​

1. Go to Mentee Access​

Navigate to Settings > Mentee Access

2. Select Mentee​

Click on mentee to manage

3. Edit Permissions​

Click "Edit Permissions" or three dots > "Edit"

4. Set Access Levels​

Full Access:

  • ✅ All data visible
  • ✅ All reports
  • ✅ Export allowed

Limited Access:

  • ☑️ Trades log
  • ☑️ Dashboard
  • ☐ Journal (private)
  • ☐ Strategies
  • ☐ Export data

Custom:

  • Choose specific sections
  • Granular control

5. Save Changes​

Click "Update Permissions"

Success!​

Mentee permissions updated.

Permission Types​

What You Can Control​

📊 Trades: View trade log
📈 Dashboard: See dashboard
📝 Journal: Read journals
🎯 Strategies: View strategies
📓 Notebook: Access notes
📊 Reports: Generate reports
📥 Export: Download data
💬 Comments: Add feedback

Preset Permission Levels​

Quick Presets​

Full Transparency:

  • Everything visible
  • Can export
  • Complete access

Basic View:

  • Trades and dashboard only
  • No journal or notes
  • No export

Strategy Only:

  • Strategies visible
  • Related trades
  • Performance data

Custom:

  • Pick and choose

Time-Based Permissions​

Temporary Access​

  • Grant for specific period
  • Auto-expires
  • Extends if needed
  • Revoke early if wanted

Notification Settings​

Mentee Activity Alerts​

Get notified when:

  • Mentee logs in
  • Exports data
  • Generates report
  • Views sensitive data

Bulk Permission Update​

Update Multiple Mentees​

  1. Select mentees (checkboxes)
  2. Click "Bulk Update"
  3. Set common permissions
  4. Apply to all selected

Permission History​

Track Changes​

View log of:

  • Permission changes
  • Date modified
  • What changed
  • Who made change

Sensitive Data Protection​

Hide Specific Items​

Even with full access:

  • Hide specific trades
  • Hide journal entries
  • Hide strategies
  • Mark as private

Export Control​

Allow/Deny Exports​

If allowed:

  • Mentee can download reports
  • Export trades data
  • Save for their use

If denied:

  • View only on screen
  • No downloads
  • No screenshots (honor system)

Real-Time Updates​

Changes Apply Immediately​

  • Update permissions
  • Mentee's view changes
  • No re-login needed
  • Instant effect

Comment Permissions​

Allow Feedback​

Enable mentees to:

  • Comment on trades
  • Add suggestions
  • Ask questions
  • Collaborative learning

Quick Tips​

  • Start with limited access
  • Expand as trust builds
  • Review permissions monthly
  • Track mentee activity
  • Revoke if inactive
  • Clear communication

Best Practices​

Permission Strategy​

✅ Give access gradually
✅ Based on need-to-know
✅ Review regularly
✅ Remove unused permissions
✅ Communicate changes

Next Steps​

Troubleshooting​

Changes not applying? Mentee needs to refresh
Can't change permissions? Check if access revoked
Mentee seeing wrong data? Verify permissions
Need custom setup? Contact support
Need help? Contact support@tradelyser.com

Table of Content