# Mentor Chat Access ## Purpose Restrict a user or group to chatting with a specific mentor without exposing other mentors or settings on the platform. Useful for providing targeted access to students or external users. --- ## How It Works A pre-configured **role** and **policy** limit the user to: - **Chat** with a specific mentor - **Read** the mentor name and outputs needed for chatting - **No access** to settings, other mentors, or admin features --- ## Setup 1. Go to **Tenant Settings → Management**. 2. A role has been pre-created with the following permissions: - **Actions**: chat with mentor, read mentor metadata - **Data actions**: read permissions required for chatting 3. Navigate to the **Policies** tab. 4. Click **Edit** on the associated policy. 5. Verify the policy includes: - The correct **role** - The correct **platform** (tenant) - The specific **mentor** resource 6. Under **Users**, add the user who should have chat-only access. - Alternatively, create a **group** and add the group to the policy. 7. Click **Save**. --- ## User Experience When the restricted user logs in: - The **mentors list** shows only the assigned mentor(s) - The **dropdown** shows only "New Chat" (no other options) - The **Explore** page shows no additional mentors (if the mentor is set to admin-only visibility) - The user can **chat normally** with their assigned mentor --- ## Adding New Users As new users register: 1. Go to the policy and click **Edit**. 2. Add the new user to the **Users** section. 3. Save — the user can start chatting immediately. --- ## Key Takeaways - The role and policy are **pre-configured** — you only need to add users - Users see **only** the mentor(s) assigned via their policy - Use **groups** to manage access for multiple users at once - This is for **chat-only** access — no settings, editing, or admin features are exposed