Inviting Your First Team

Once you've set up your account, the next step is to bring your team into Mentora. Inviting people is simple and takes just a few clicks.

Required Role: Manager or Admin. If you're an employee, your manager will invite you.

Step-by-Step: Invite a Team Member

Step 1: Go to My Team in the sidebar (or click the Team icon)

Team management page showing current team members

Step 2: Click Invite a Member button

Modal for inviting a new employee with email and role fields

Step 3: Enter the person's email address

Step 4: Choose their role:

Employee — Default role for team members. Can create and manage their own goals, see their own work, and receive feedback
Manager — Can do everything an Employee can, plus see and manage all direct reports' goals and tasks
Admin — Full access to the organization; can manage users, settings, and view the audit log

See Roles & Permissions for details on what each role can do.

Step 5: Click Send Invitation

The person will receive an email inviting them to join Mentora. They'll have a link to accept the invitation and create their account.

What Happens Next

The Invitation Email

Your team member will receive an email from Mentora with the subject line "You're invited to join [Organization Name] on Mentora."

The email includes:

A welcome message
A link to accept the invitation
Instructions on how to create their account

Sample invitation email received by new team members

They Accept the Invitation

When they click the link in the email, they'll be taken to Mentora and asked to create an account. They can:

Once they accept and create an account, they're fully part of your workspace and can start creating goals.

You'll See Them on Your Team Page

Once they've joined, they'll appear on your Team page with their role and status.

Inviting Multiple People

You can invite team members one at a time using the steps above. If you need to invite many people at once, contact support for bulk invitation options.

Managing Invitations

Resend an Invitation

If someone didn't receive their invitation email (or lost it), you can resend it from the Team page. Click the person's name and select Resend Invitation.

Change Someone's Role

Once someone has joined, you can change their role from the Team page. Click the person's name, find their Role, and select a new one. The change takes effect immediately.

Remove Someone from Your Workspace

You can deactivate a team member from the Team page. This removes their access while keeping their data in the audit log. Click the person's name and select Deactivate.

Important Notes

Everyone needs an email address. Invitations are sent to email, so make sure you have valid email addresses for your team.
They can only join once. Once someone accepts an invitation and creates an account, that email is tied to their account. They can't join again with the same email.
Spelling matters. Double-check email addresses before sending. If you invite someone with a typo, they won't receive the email.

What Your Team Will See

When your team members first log in, they'll see:

Career Vision prompt — They'll set their career direction
Empty dashboard — No goals yet (they or you can create them)
Sidebar navigation — Access to Goals, Tasks, Milestones, and Team pages
Settings — Where they can update their profile

As a manager, you can create goals for them, or they can create their own goals and you can refine them together.

Troubleshooting

Someone says they didn't receive an invitation

Ask them to check their spam or junk folder
Resend the invitation from the Team page
Ask them to check again in a few minutes (emails can take time to arrive)
If they still don't receive it, contact support

I invited someone but they're not showing up on my Team page

They might not have accepted the invitation yet. The invitation email includes a link they need to click. Once they click it and create their account, they'll appear on your Team page.

Can I invite someone who already has a Mentora account?

No. Each person can have only one account in Mentora. If they already have a Mentora account with a different email, they can't join your workspace with that email. They'd need to use their existing account.