How to combine existing businesses into one single account

Previously if users wish to set up multiple visitor forms with different sets of questionnaire, they would have to do so via registering for multiple accounts with different email addresses.

The newly released My Projects function allows users to manage multiple forms/businesses under one email login.

Below is a guide on how to combine your existing visitor forms into one account.

Steps to Combine Businesses

Step 1: Identify your accounts

For example currently you have two businesses with GuestTrack, Business A and Business B, with different email logins, and you wish to be able to manage both businesses under Business A's email login.

Step 2: Invite as user

Here is how you can achieve this:

• Login to Business B's account
• Navigate to Manage User section
• Invite Business A's email as a user

Step 3: Set master account

Refresh the page to view the user list. Account A has now become a user under Business B.

You may also set Account A as the master account, so Account A would have full access to both Business A and Business B.

Benefits

• Single login - Manage all businesses with one email
• Centralized management - Switch between businesses easily
• User roles - Assign different permissions per business
• Simplified billing - One account for multiple locations