Changing a User’s Account

Use the following to change the account to which a user is linked.

To move a user from one account to another.

1.

Click on Users & Accounts > All Users. This opens up the Manage Users page.

2.

On the Manage Users page, click the name of a user.

3.

On the Create a User page, scroll down to the Accounts heading and click Link Accounts. This opens the Select Account page.

4.

On the Select Account page, select the user’s new account and select a role, for example: Portal Admin User or Portal User, then click OK to close the window. A message like the following appears: User John Doe successfully edited.

Note:A user can only be moved to an account of the same type (i.e. end customer or channel partner)

5.

On the Create a User page, scroll down to the Account heading and select the account to remove, then click the Remove button.

Note:A user must have at least one account associated with it. You can only assign accounts that are parallel to one another or in a different vertical hierarchy. You cannot move a user from a child account to a parent account or vice versa through the UI. It can only be done through Web Services. For more information, refer to the Web Services Guide.