Account Transfer

Use account transfer when an existing account must move into a restaurant license. Coordinate with the administrator of the receiving restaurant. Creating another account is a separate operation.

Get a code

1. Sign in to the account that should move.
2. Open the avatar/user menu and choose Transfer account when available.
3. Copy the displayed code and share it privately with the receiving administrator.

The account-menu action is shown to eligible non-administrator accounts in the default group; it is not available to every account. If it is missing, ask the administrator to review your account rather than following a different user's transfer link.

Accept the transfer

1. The receiving administrator opens Users in the intended license.
2. Choose Transfer user to this license.
3. Enter the four-character code in the four fields.
4. Choose Transfer Account and check the confirmation/error.
5. Review the transferred user's roles and location assignments.

The displayed code is a credential for this operation. Do not publish it or reuse an example code from documentation.

Check access

Sign in again as needed and verify the intended restaurant and assigned locations. An account transfer does not replace reviewing staff access; use Users for blocking or ending active sessions.

For sign-in issues or unavailable credentials, follow Sign-in and Passkeys.

If the transfer cannot be completed

Check the four-character code with the account holder and confirm that the receiving administrator is in the intended license. Read the displayed error before trying again. If the transfer action is unavailable, ask the administrator or operator to review account eligibility; do not create another account just to bypass the problem.

After a successful transfer, the administrator should reopen the user in the receiving license. The account holder should then check the restaurant and available locations after signing in.