Invite Members to your Advocate or Mentor Group Plan
The Accountable2You group plans allow you to invite additional users to your group. Each new user is provided their own account. The following steps will walk you through the process of adding new users to your group.
Adding new members
Step 1: Log in to your Accountable2You account and click on the Manage Group tab at the top of the page.
Step 2: Next, click on the Manage Users option to the left, under "Group Settings". All users who are part of the Group plan will be listed on this screen (you will see yourself listed as the Account Admin).
To add a new member, click Invite User.
Step 3: Enter the name, email address, User Type, and any other information needed, and click Save to invite the user. Until the user activates you will see "Awaiting Activation" next to their information on the "Manage Users" page.
For the invitee:
The person you invite to the account will receive an email like the one below and click Activate Account*.
Once the information is entered on this page, they will select Activate Account once more to log in to their account.
That's it! You've successfully added a new user to your Group Plan. Repeat these steps for each member you'd like to add to the account.
Users who are invited under the self-pay option will be directed to the main Sign-Up screen at accountable2you.com. Once they complete their account registration on this page, they will receive your Group's payment discount and be linked to your Group Plan. They must use the Activate Account link within the invitation email to receive the Group rate.