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Tandem Accounts

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Start Here: Create Tandem Accounts for Clients

AppColl Tandem accounts are a great solution for clients requesting direct access to their IP information in your account. You can invite your clients to setup a no-cost Tandem account and receive updates of their data from your account.    Steps to send an Invitation to a client to setup a Tandem Account To invite one of your clients to setup Tande...

Last updated: July 17th, 2024 by Mason Davis

Manage Tandem Logins

Please note that this feature is only available to Account Administrators. The Manage Tandem Logins option is used for giving a current user in your non-Tandem account access to a Tandem account.     To give access to a user who does not have access to your AppColl account, you must follow the instructions listed here:  Add a New User to a Tandem Ac...

Last updated: March 12th, 2025 by Mason Davis

Tandem Account Video

The following video gives an overview of AppColl Tandem. ...

Last updated: March 21st, 2022 by Mason Davis

Create Account Syncs to a PM Plus or Tandem Account

While an account sync can be created by following the steps here, you can also create one manually. This is necessary if you are creating a sync to an existing AppColl account. Before a sync can be manually added between a source and destination account (i.e., another PM Plus/Pro or Tandem account), the accounts must be authorized to sync with each ...

Last updated: November 8th, 2024 by Mason Davis

Tandem Account Home

The Tandem account home page provides a quick and easy way to view high level statistics of your IP portfolio.  Six tiles are available to show charts based on data in your account. To change the information shown in one of the tiles, click on the pencil edit icon   in the upper right of the tile. Select the type of data you wish to show and the for...

Last updated: March 21st, 2022 by Mason Davis

Tandem Account Overview

An AppColl Tandem account is an effective and secure way for IP firms using AppColl PM Plus to provide clients with a controlled copy of their own IP portfolio information. A Tandem account, available at no cost to AppColl PM Plus subscribers, provides a capable set of features that allows a client corporation to view and generate reports based on d...

Last updated: July 17th, 2024 by Mason Davis

Test or Preview a Tandem Invitation

You may wish to preview exactly what a client will see as a result of you sending an invitation to a customer to setup a Tandem account. By using the 'Test Tandem Invite' command, you can create a test account that will contain exactly the information that will be in your client's Tandem account after syncing from your account. To create a test acco...

Last updated: December 19th, 2023 by Mason Davis

Add a New User to a Tandem Account

Link an existing login in your account to your existing Tandem account    Use the "Manage Tandem Logins" button as described in this article: https://support.appcoll.com/tandem/manage-tandem-logins   Provide a new login to an existing Tandem account    In your non-Tandem account: Create a contact that contains the name and email address for the pers...

Last updated: April 12th, 2024 by Mason Davis

Give Users Access to Tandem Accounts

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 i n 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 alrea...

Last updated: April 24th, 2024 by Mason Davis

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