Manage a Group Member's Partners
This guide is for admins on Organization plans.
On other plan types, group members must add their own partners with the steps found here.
As a group administrator, you can manage a group member's partners and how much access those partners have to the group member's reports. This article explains how to adjust a group member’s partners from the Devices page.
In this article
View partners for a group member
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- Log in to your A2U account here.
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- From the navigation menu, select Devices.
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- Select the arrow next to a group member’s name to show their devices.
If a group member’s name isn’t listed, Accountable2You isn’t set up on any of their devices.
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Select the screen size you're currently using:
Tap a device name, and then tap each set of initials to see partner names for the device.
Under the Partners column, hover over each set of initials to see partner names for a device.
Add or edit partners for a group member
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- Log in to your A2U account here.
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- From the navigation menu, select Devices.
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- Select the arrow next to a group member’s name to show their devices.
If a group member’s name isn’t listed, Accountable2You isn’t set up on any of their devices.
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- Select Options > Edit next to a group member's device.
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- Scroll down to the Partners section.
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- Choose the permissions each partner should have for the selected device. Learn more about the different permission types here.
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To invite a new partner who isn’t currently on the list, scroll back up to the top of the partners list and select Invite New Partner. Fill out the form, and then select Send Invite.
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- Select Save.
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- Repeat steps 4-8 for each of the group member’s devices. (Partners and permissions can be different per device.)
Give a partner access to a group member's future devices
- 1
- Log in to your A2U account here.
- 2
- From the navigation menu, select Devices.
- 3
- Select the arrow next to a group member’s name to show their devices.
If a group member’s name isn’t listed, Accountable2You isn’t set up on any of their devices.
- 4
- Select Options > Edit on any one of the group member's devices.
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- Select the name of the partner you'd like to have access to the group member's future devices.
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- Find the group member’s first name in the list.
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- Next to Default Setting for New Devices, select the desired level of permissions for the group member’s new devices. Learn more about the different permission types here.
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- Select Save.
FAQ
When I invite a partner, do they automatically receive reports and alerts?
You can invite the partner to have access to the group member’s device activity, but the partner will not receive reports or alerts until they take the steps below themselves:
- Accept the partner invitation.
- Set up a free partner account (if they don’t have one already).
Why aren’t my initials on the Devices page?
As an Organization admin, you already have access to all group members' devices and activity. However, while logged into your admin profile, you won’t see your initials on the Devices page.
Rest assured, you still have access to all of the device activity in the group—you can always edit your report and alert settings by following this guide.
Why isn’t my name on the Partners page?
As an Organization admin, you already have access to all group members' devices and activity. However, while logged into your admin profile, you won’t see your initials on the Partners page.
Rest assured, you still have access to all of the device activity in the group—you can always edit your report and alert settings by following this guide.
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