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 Account icon > Manage 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 Managment.

Field	Description
# of Members	The total number of Account Members for this account is listed in parens at the top of the list.
Member Name	Name of the Member. Note: This name is a link to the Account Member Details page.
Email Address	The email that was used to invite this Account Member to this account.
Member Since	The date that the Account Member was added into this account.
Sessions Count	The number of sessions this Account Member has initiated in this account.
Role	The current Role of the Account Member (Admin, Device Manager, or Guest).

Add a New Account Member

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

1. Go to Account icon > Manage 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, and site management.
     
   • Guest: Read-only access to general areas, including inventory and insights.
     
7. Click Add. A confirmation message displays listing the email addresses the invitation has been sent to.
8. The invitee will open the invitation, and click Join Now to accept the invitation to Poly Lens.
9. When the Welcome to Poly Lens message appears, click the Let's Get Started link.
10. Poly Lens will open in the Account that invited you.

Delete an Account Member

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

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

Information

Field	Description
Name	Name of the Account Member.
Status	The current status of this Member in this account (Enabled/Disabled).
Email	The email that was used to invite this Account Member to this account.
Last Sign In	The last date that the Account Member signed into this account.
First Sign In	The date that the Account Member first signed into this account.
Session Count	The number of sessions this Member has initiated in this account.