General Owner Settings
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  2. General Owner Settings

How do I move users from one child account to another?

Admins/owners can change it from the user’s profile. Under "Company" in the user's profile (located at the bottom right side of the page), type in the name of the company they'd like to move the user to and click enter. If they’d like to move all of the user's customers with them, they’ll click on "Move All Accounts". If not, they’ll click on "Move User Only".