Sorry! nothing found for
Modified on Thu, 16 Feb 2023 at 09:42 PM
The Profile tab lists the contact information of the main account holder, or the individual that created the account through the self-sign up portal. You can view or edit the information below.
To securely change the administrator of an account, and maintain all other account information, you can use the Move Account to New User function. To move the account to a new user, follow the steps below.
1. Open the account details of the account you want to move.
2. With the Profile tab selected (this should be selected by default), click Move Account to New User.
3. To confirm that you want to move the account to a new user, click Yes. This generates a new account and assigns an auto-generated email address to the account.
4. In the window that's open, enter a new email address that you want to associate with the account.
Multiple Invoices Under One Account
Multiple accounts can be tied together if the same email address is listed on each. If the account holder information is altered on one account it will automatically update in the linked accounts.
Was this article helpful?
Thank you for your feedback
Sorry! We couldn't be helpful
Let us know how can we improve this article! *
We appreciate your effort and will try to fix the article