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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

1. Click 'Training Compliance', 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'.

move to subbie ss with markings

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'.

Please note profiles can't be be moved if there is an outstanding onboarding form/induction assigned to their profile.