How to move transactions between accounts

Now users with access to multiple offices and who have the appropriate level of permission turned on can move transactions between sub-accounts within their Brokermint account. In order to do this please enter a required transaction and click the edit link from the left-hand side menu.

Then select the Move to... option from the drop-down list. If this option is not available please contact your account administrator and request to enable this permission for your user. 

After these steps are done you will be able to select the required account.

Once the Confirm button is selected transaction will become available at the new account. Users assigned to this transaction will be also given access to this account if they do not have it yet. Users who have access to different sub-accounts may have a different level of permissions

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