Everything from Positions to People can be moved freely between accounts, both yours and your clients.
STEP 1: Access Your Account
Ensure that you are in your Reseller Account.
- Check that the page is showing your Prevue Hub URL.
- Review the Account Name in the top right-hand corner of Prevue Hub.
STEP 2: Navigate to Admin Search
(1) Click <Main> in the top right-hand corner.
(2) Select <Admin> - If Admin is not available then you are not in the appropriat Reseller Account.
(3) Select <Search>
STEP 3: Find Your Information
The Search Function is broken down into sections: Accounts, Log Ins, People, Positions, and Studies.
(1) Click the section that applies to the information you're looking to move.
(2) Input search parameters.
(3) Select <Generate Results>
STEP 4: Move/Clone Information
Move is available for People and Clone is available for Positions and Studies.
(1) Click the box to the left of the entry you'd like to move.
(2) New selections will appear at the top of the search results - Select <Move> or <Clone>.
(3) Take note of the warning messages.
(4) Select the target Account ID from a list of your accounts.
(5) Select the Branch (if applicable).
(6) Select <Next>
(7) Select <Confirm>