How to move transactions between accounts


Now users with access to multiple offices can move transactions between sub-accounts within their Brokermint account. In order to do this, within your transaction go to edit > Move to... and select the needed account.


Once done, the transaction will become available at the new account. Users assigned to this transaction will also be given access to this account if they do not have it yet. Users who have access to different sub-accounts may have different levels of permissions

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