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Migrating Connected Accounts to a Team

Migrating Connected Accounts to a Team
 
Collaboration Replaced By Teams

Greenback Teams replaces the previous Collaboration feature. Instead of sharing specific connected accounts with other users via Collaboration, Teams brings all of your colleagues into a single workspace and allows all Team Members to connect accounts. Existing collaborated accounts will continue to be supported, however to collaborate on accounts going forward you will want to create or join a team.

Introduction

To collaborate with team members you will first need to connect new accounts or migrate existing accounts. This guide will help you migrate existing accounts from another team. If you need to migrate existing accounts from your personal account (also known as your personal workspace), be sure to check out this article about migrating accounts from your personal workspace.

Follow these steps to migrate accounts from one team to another team.

  1. Ensure you are working within the Team you wish to migrate accounts from. Click your name in the top right corner and ensure the team you wish to migrate accounts from has a green checkmark signifying that it is the active account.

  2. Go to "Settings > Migrate to Team".

Choosing the Accounts to Migrate

You will now be presented with two steps.

Step 1 - Choose a Team The first step will ask you what team you wish to migrate accounts to. You will need to create a new team If you are not currently a member of a team.

Step 2 - Choose the accounts to migrate Next you'll want to choose those accounts that you wish to move to the selected Team from step 1. Accounts owned by the other team will be presented separately from accounts that have been shared through the previous "Collaboration" feature, which has now been deprecated in favor for Teams.

Migrating Collaborated Accounts

Collaborated accounts are available for migration to a Team. However, these accounts will continue to be presented as Collaborated accounts and can be revoked by the account holder at any time.

Your Subscription Status Matters

Users with an active subscription to Greenback can only migrate accounts to a Team with an active subscription.

Ownership of Migrated Accounts

Once an account has been migrated to a team, that account will now be "owned" by the team. Collaborated accounts and can be revoked by the account holder at any time.

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