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Contractor - Moving Controller

In some cases as the contractor, you may have to add the controller into your personal business account without knowing the customers email address.  If this is done, you can move the controller at a later date as long they are in your account as a customer.

NOTE: If your customer is not in your account under "My Customers", then you will need to first add them using the steps in article found here.

Please view the steps to access this feature:

  1. Click on Settings  icon, then My Customer
  2. Scroll to bottom to the my customers section and select the "customers Account."
  3. Click on the controller name you would like to move and click the "three dot icon."
  4. Select "Move to New Account."
  5. Select the account to which you’re moving the controller and click "Move."

 The controller is now assigned to a new account and you both have access.

  

Step 1
               

                         

Step 2
                       

 

Step 3
                      

 

Step 4
                       

                            

Step 5

 

The controller is now assigned to a new account and you both have access.

 

 

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