Xplor Mariana Tek

How can I merge customer accounts?

Why can't I merge an account?

Leah Cullins

Two accounts, one customer? Merge duplicates, or find out why a merge won't work.

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Because you already asked about invitations, this prototype demo can add the follow-up: use the role selector before sending each invite to limit access to the teammate responsibilities.

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This prototype demo suggests starting with your workspace profile, inviting the team members who need access, and then connecting the integrations you use.

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