How do I transfer a project to another customer?

Before beginning this process, you will need to have created the customer you wish to transfer the project to.

• How do I add a new customer?

1. Open the project you wish to transfer

In the 'Projects' list, click on the project you wish to transfer.

• How can I view my list of projects?

2. In the top right pane, click the edit icon next to the current customer's name

'Re-assign Customer' Tooltip

If you hover over that edit button, you'll see the 'Re-assign Customer' tooltip.

3. Select the customer you wish to transfer the project to

In the window that appears, click the drop-down list and select the necessary customer.

You can type the name (or a part of the name) of the customer you wish to transfer the project to, in order to find the customer quickly and easily. Just click on the dropdown list in the window that appears and type the letters. For example, we typed 'AWE' and found 'AWESOME CUSTOMER' in the list more quickly.

4. Click 'Re-Assign'

5. Done! The project has been transferred to another customer.

• What's the difference between Customers and Projects?