Move Permits to Another Company
  • 26 Jun 2024
  • 1 Minute to read
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Move Permits to Another Company

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Article summary

Sometimes you need to move (or merge/combine) all permits associated with a contracting company to a different company. For example, when there are duplicate company profiles and one profile is no longer being used. Now all permits came be moved with just a few clicks:


  1. In a contracting company's profile, click Details, Actions, then select Move Permits to Another Company
    Contractors, details, move.png


  1. Search for the contracting company to move the permits to by typing at least three characters of the company's name
    Search for a contractor to move permits to.png


  1. Enter reason for moving permits, then click OK
    Enter reason for moving permits to a new contracting company.png