Link an existing login in your account to your existing Tandem account

   Use the Manage Logins button as described in this article here.

 

Provide a new login to an existing Tandem account

   In your non-Tandem account:

1. Create a contact that contains the name and email address for the person you would like to add to the Tandem account.
2. Go to the Tandem module.
3. Click the Send Invite button. 
4. Select the contact record of the person who you would like to add to the Tandem account in the To field.  
5. If you would like them to have a cloned dashboard, select the account for the dashboard clone in the Clone Dashboard From field. 
6. Update the Subject or Body of the email as needed. 
7. Click the Send button. 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).