If the person has a login enabled in your main AppColl account (non-Tandem), and you also need to give access to an already set-up Tandem account:

Please use the Manage Tandem Logins button as described in this article.


If the person DOES NOT have a login enabled in your main AppColl account (non-Tandem), and you need to provide access to an already set-up Tandem account, this can be done in two ways:

From the Tandem account:

1. Go to the “Contacts” module
2. Create a contact record with the name and valid email address (permitting it has not been created yet)
3. Next, tick the empty checkbox that is next to that record
4. Select the Enable Login button. You should see a “(number) login(s) enabled successfully” pop-up message appear and the selected contact will receive an email detailing the new username assigned along with a temporary password

From the main non-Tandem account:

1. Go to the “Contacts” module
2. Create a contact that contains a name and a valid email address for the person you would like to give access to a Tandem account (permitting the record has not been created yet
3. Go to the “Account Syncing” tab of the “Settings” pageClick the Send Tandem Invite button
4. Select the client that the existing Tandem account was created for in the "Client" textbox
5. Select the contact record of the person who you would like to add to the Tandem account in the "To" textbox
6. Send the invite. When the new user creates their login it will automatically be linked to the existing Tandem account (as long as your account is the owner of that Tandem account)

If you have not yet set up the Tandem account and you need to give access to a user:

You can use the Send Tandem Invite option for that as well. Please follow the instructions listed here: Start Here: Create Tandem Accounts for Clients - AppColl