ACCOUNTABILITY PARTNERS:
What is an accountability partner?
An accountability partner is someone you choose to hold you accountable by giving them read-only access to your app. If you are working with a coach, mentor, team leader, colleague or manager, you can add them as an accountability partner in your app. You have full control over what they see and you can delete them at any time.
How do I add an accountability partner?
From the home screen in the app, click the MORE tab then click ACCOUNTABILITY PARTNERS. Click +ADD ACCOUNTABILITY PARTNER and complete all fields (name, type, company, email). At the bottom of the screen you can set which sections of your app you want your partner to have permission to view. You can update these permissions anytime. Click SAVE at the top of the screen to save the information. When you add an accountability partner, they see your name in the CONNECTIONS tab of their app. You can edit/delete accountability partners at any time.
Does my accountability partner need to have the app?
Yes. In order to see your information, anyone you add as an accountability partner must use the app, even if they don’t actively use the app to track their own business.
Can I add multiple accountability partners?
Yes, you can add as many accountability partners as you want.
What if I don’t want my accountability partner to see everything in my app?
You are in full control. You choose how much information you want to share with each accountability partner. To add/edit an accountability partner, follow these directions. From the home screen in the app, click the MORE tab, then select ACCOUNTABILITY PARTNERS option. Click +ADD ACCOUNTABILITY PARTNER. Complete all fields (name, type, company, email). At the bottom of the screen set which sections of your app you want your partner to have permission to view (read only). You can update these permissions anytime. Click SAVE at the top of the screen to save the information. When you add an accountability partner, they see your name in the CONNECTIONS tab of their app. You can edit/delete accountability partners at any time.
Can I remove an accountability partner after I’ve added them?
Yes! You are in full control. To delete an accountability partner, follow these directions. From the home screen in the app, click the MORE tab, select the ACCOUNTABILITY PARTNERS tab. On the Accountability Partners screen, click on the partner’s name from the list. Click the delete button at the top of the screen. The partner will no longer see your information in their CONNECTIONS option.
Someone added me as their accountability partner. Where do I find their information in my app?
When another app user adds you as their accountability partner, you can view their information in your app in the CONNECTIONS tab. From the home screen in your app, tap the MORE tab. Tap the CONNECTIONS tab. Tap on their name from the list. You can scroll through their prospecting, appointments, contracts and income screens as if you were them (read only). If you don’t see a specific section (e.g. prospecting) it is because they did not give you permission to see it.
