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What happens to a user’s existing customer connections if I invite them to join my company account?

It is possible to invite service users who are already part of another Digital Service Manager company to join a different company. This allows the user to retain their personal profile and ‘move to the other company’. It is therefore not necessary to create a new user profile with a new email address.

But what happens to the existing customer connections that the user established in their old company?

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None of the customer connections can be transferred when a user moves companies, as the customer has not expressly consented to such a change in service support!

How can the affected customers still be managed by the new company?

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It is recommended that existing customer connections be exported as a list before the company change. These customers can then be invited again by the new company.


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