Give a client app access
Create a login so a client can use the Demotu app.
Where: Web or mobile app, for coaches
Give a client a login so they can use the Demotu app. The client needs an email address. Demotu emails the client a link to set a password.
Steps
Open the client, then select More.
Select Create login account.
In Create login account?, select Send invite. The edit sheet opens.
Scroll to Login Account and select Create Account.
If the client has no email, type it in Email. Select Confirm.
Create accounts for many clients
This is on web.
On Home, open the Clients tab.
Tick the box next to each client you want.
Select More actions, then Create accounts.
In the Create accounts window, select Create accounts. Keep the window open until it finishes.
New accounts get a welcome email. Clients who already have an account are skipped. When it finishes, you see how many accounts were created or linked, skipped, and failed.
Common questions
Why is the icon grey?
The client has no email. Hover over the icon to see "Email is required to create an account." Add an email first.
Can I create the account when I add the client?
Yes. On web, check Create account for client to access assessments remotely in the new client form. On mobile, turn on Create login account. The client needs an email address.
I do not see the add-person icon or Create login account.
The client already has an account, or the profile is your own personal profile. On web, a client with an account shows a key icon and a lock icon instead. See Reset a client's password. Guest clients on web also have no icon.
What if the email already has a Demotu login?
Demotu links the client to that login. It does not send a new email.