You may wish to preview exactly what a client will see prior to sending an invitation to a client to set up an account. For the full process of creating a Tandem account, click here. 

1. Once you create the Tandem Account and select which data to sync, you can then click the Access Account button. 

2. You will be automatically taken to the Tandem account. To customize the default Dashboard view, select the Pencil icon. You can then select from available data and display types for each of the six tiles as desired. You will be able to to choose the customization option later when sending the invite. 
3. Preview the information synced to each Module as needed. 

4. Once you are finished previewing the account and customizing the dashboard, return back to the Tandem module by selecting your Profile in the upper-right corner of the page and selecting Switch Accounts.

5. Once you are ready to send the invite to your client, click the Send Invite button. 

6. You can then choose your account option from the Clone Dashboard From drop down.