How to merge accounts

It’s easy to merge the data of two agencies into one. Here’s how:

1. Go to “Admin Settings” > "Account & Security" > “Merge Account.”

2. Enter the agency owner’s email you want to merge with and click the “Search” button.

3. Verify that the information is correct and request to merge.

4. The other agency will receive an email confirmation confirming the merge.

Please note that the current agency account will be invalid. The agency owner and administrators will become the site admins of the new agency.

Please reach out to us if you have any questions!

(760)576-4822