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How do I migrate user profiles to a Partner account?

Steps on how to move user profiles that are set up as direct staff to their Partner account. Note this is only available to Pro & Enterprise account levels. Partner (Subcontractor) accounts do not have access to migrate profiles.

Written by Sadhbh Dunne
Updated over 2 weeks ago

1. Click 'User Management', then click 'Profiles' in the navigation on the left.

2. Search for the user profile(s) you want to move to a Partner account or use the filters at the top of the page to filter by Company.

3. Click the box to the left of their name.

4. Click 'Actions', then click 'Move to subcontractor'.

5. Type in the name of the subcontractor account in the 'Select a Subcontractor' search bar.

6. Click the name of the subcontractor in the dropdown then click 'Move Profiles'.

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