Overview & background
When your organization has multiple paid accounts and wants to consolidate the obsolete accounts into one account or wants to transfer one paid account to another paying account, then you can follow these steps.
Step by step instructions
- The users with obsolete accounts downgrade their paid accounts - link to the article
- Invite all users to the main paid account - link to the article
- Transfer all projects from each obsolete account to the main paid account - link to the article
- The account has been consolidated - How to verify the Account users on the People tab on the web
See the example scenarios below of when to take these actions.
Note: When a project is transferred to a different account, all users on the account or project are also added to the main account. Be sure the correct people are on the Project before transferring project ownership.
Example scenarios - when to consolidate accounts
Example - consolidating paid accounts
Situation: Fieldwire Corporate has 4 paid accounts. There are 4 Fieldwire Corporate users that each have a credit card linked to their account: George, Bill, Jenny, and Tom. The account owner, George, wants Bill, Jenny, and Tom to move all of their projects to his account so he can centralize billing.
See how this particular team would accomplish this:
- Bill, Jenny and Tom downgrade their accounts so they are no longer paying for Fieldwire
- George invites Bill, Jenny, and Tom to his account and/or confirms they are paid users all on his account
- Bill, Jenny, and Tom transfer their projects to the main account
Example - transferring paid account to a different paid account
Situation: Joe's Construction wants the billing to change from his account to another account
See how this team would accomplish this below:
- Joe creates a new paying account or log-ins to the correct paying account - [email protected]
- Joe invites his prior email - [email protected] to the correct paying account - [email protected]
- Joe transfers project ownership to [email protected]
- Joe downgrades - [email protected] to a non-paying account