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

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 and click the box to the left of their name. 

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

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

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