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Account Members

As an Admin, you are able to view and manage all the Account Members that are associated to the open Account.

To open the Accounts Members page:

  1. Go to the ACCOUNT menu > Manage All Accounts.
  2. Select an Account from the list.
  3. Select Account Members from the side tab.

Account Members​

The Account Members page displays a list of the current members for this Account.

For detailed information on managing the following lists, see List Management.

FieldDescription
# of MembersThe total number of Account Members for this account is listed in parens at the top of the list.
Email AddressThe email that was used to invite this Account Member to this account.
Member NameName of the Member. Note: This name is a link to the Account Member Details page.
Member SinceThe date that the Account Member was added into this account.
RoleThe current Role of the Account Member (Admin, Device Manager, or Guest).
Session CountThe number of sessions this Account Member has initiated in this account.

Add a New Account Member​

You can add an Account Member to an Account by sending them an invitation.

  1. Go to the ACCOUNT menu > Manage All Accounts.
  2. Select an Account from the list.
  3. Select Account Members from the side tab.
  4. Click the Add New button.
  5. Enter the email address of the individual to invite.
    Note: You can enter multiple email addresses at one time, separated by a comma or a semicolon.
  6. Select the Role to assign to the new member.
    • Admin: Full Access, including the ability to invite and adjust roles of other account members.
    • Device Manager: Full access to all device management-based features, including device settings, device actions, device software updates, device policies, notification center, and site management. The Device Manager does not have access to user management.
    • Guest: Read-only access to general areas, including inventory and insights. Note: Many Insight features require Poly Lens Premium.
  7. Click Add. A confirmation message displays.
  8. The invitee will open the invitation, and select Join Now to accept the invitation to Poly Lens.
  9. When the Welcome to Poly Lens message appears, select the Let's Get Started link.
  10. Poly Lens will open in the Account that invited you.

Note: See the Invite Members to Your Account video, for detailed information.

Delete an Account Member​

To delete a Member(s) from a Poly Lens Account.

  1. Go to the ACCOUNT menu > Manage All Accounts.
  2. Select an Account from the list.
  3. Select Account Members from the side tab.
  4. Select the check box associated with the Member Name to remove.
  5. Click Delete.
  6. Click Delete Account Member.
    Note: This action cannot be undone.

Set an Account Member Role​

As an Admin, you can manage Account Member Roles after they are associated with an account.

To change the permissions for an Account Member:

  1. Go to the ACCOUNT menu > Manage All Accounts.
  2. Select an Account from the list.
  3. Select Account Members from the side tab.
  4. Locate the Account Member from the list to manage.
  5. Select the Role associated with the Account Member, from the drop-down list.
    • Admin: Full Access, including the ability to invite and adjust roles of other account members.
    • Device Manager: Full access to all device management-based features, including device settings, device actions, device software updates, device policies, and site management.
    • Guest: Read-only access to general areas, including inventory and insights.

Account Member Details​

The Account Member Details page provides additional information on the selected Account Member from the list.

To open an Account Member Details page:

  1. Go to the ACCOUNT menu > Manage All Accounts.
  2. Select an Account from the list.
  3. Select Account Members from the side tab.
  4. Select an Account Member from the list. Note The Member Name is a Link to the Members Details page.

Information​

FieldDescription
NameName of the Account Member.
StatusThe current status of this Member in this account (Enabled/Disabled).
EmailThe email that was used to invite this Account Member to this account.
Public IP AddressThe Public IP Address of the Account Member when they signed in.
Last Sign InThe last date that the Account Member signed into this account.
First Sign InThe date that the Account Member first signed into this account.
Session CountThe number of sessions this Member has initiated in this account.