Manage Tandem Logins

Last published at: May 9th, 2023

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Please note that this feature is only available to Account Administrators.

After your client accepts your invitation to create a Tandem account as described here, you may wish to setup logins to that account to support the clients use of their Tandem account, including viewing information as they see it and setting up basic reports. To do this use the Manage Tandem Logins button in the Account Syncing tab on the Settings page.

To create a login, select the name of the person with a login to your account and the name of the Tandem account they will be logging into. Then click on the Add button. After the login is created, the person will pick which account to log into after they enter their login credentials. After logging in, they will be able to switch accounts from a list accessible by clicking on their initials in the upper right of every page.

The logins created are "Restricted Access", meaning they will only have access to information synced from your account. They will not have access to any administrator capabilities in the Tandem account. Logins are setup this way because one client Tandem account may have data synced from multiple law firms.

To remove a login, click on the trash can next to the name of the person in the list