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Merging Multiple Accounts Into One Account View
Merging Multiple Accounts Into One Account View

Merging Accounts

Joel Brda avatar
Written by Joel Brda
Updated over a week ago

This is a feature for clients with multiple accounts. Perfect for people who want to have just one main account and then toggle between accounts.

Just follow the steps:

Step 1: Log Into the account you want to merge into the main account

Step 2: Once logged in, On the left hand side of the merging account click on Settings

Step 3: Once in Settings, at the top click on Users, then once in the tab click Add Users

Step 4: Click on the arrow to Admin, then enter the email of the Master account email

Step 5: Now your Master account will have a drop down section to switch between both accounts

You can also send an email to a User so they can export the data, view the data, and get a quick overview of that is happening!

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