Managing Mentor and Investors assignments

To quickly assign existing Mentors or Investors to view your Founders’ profiles, use the Mentor & Investor quick add function from the Members Table

1. To quickly assign existing Mentors or Investors to view your Founders’ profiles, use the  Mentor Investor quick add function.
2. Quick add allows you to assign Investors or Mentors who are already members of your portal, with a simple interface on your Members table.
3. To use Mentor & Investor Quick-add:
   1. Find the Founder whose profile you’d like to share
   2. Go to the “+Mentor” or +Investor” column in that Founder’s row
   3. Click to plus sign
   4. Check the box next to the Mentor(s) or Investor(s) you want to assign to that Founder
   5. To remove a Mentor or Investor assignment, follow the same instructions, but deselect the checkbox
4. The assigned Mentor or Investor will receive an email notifying them of the assignment. Members table