Multi-account access

In order to transfer templates to other accounts, your user must have access rights to those accounts. If you wish to access multiple accounts using the same login information, the account owner must request this by providing the following information via email to support@cyberimpact.com.

1. Account name and number to which access will be granted: The account name is that of the company owning the account. You can find this number by clicking on the profile icon at the top right of your account.
2. Username and account name and number where this user is located: Specify the username to give access to, along with the account to which it is linked. Note that you should not disclose the password.
3. User permission level: Indicate the desired permission level for this access:

• Administrator: Full control over the account's features.
• User: Limited access to essential features.
• User with custom permissions: You have the option to define specific permissions for this user.

Users with multi-account access to your profile will appear as external users.

For more details on user types and permissions, please refer to our guide: Customize Permissions and User Type

You can find the account number by clicking on the profile icon at the top right of your account.

Template transfer between accounts

Once multi-account access is set up, you can easily transfer your templates from one account to another by following the steps below:

1. Log in to the account where the template you want to transfer was created using your multi-account access.
2. Once logged in, navigate to the Template section in the menu.
3. Select the template to transfer: Check the template you wish to transfer.
   
   

4. Copy to Other Accounts: Click on the Copy to other accounts button, located at the top of the templates list.

5. Select destination accounts: Choose the accounts where you want to copy the templates.
   
   

6. Confirm the operation: Click OK to confirm the transfer.

Once the transfer is complete, the templates will be identified by a specific icon in the original account.

To avoid losing images and files associated with transferred templates, we recommend uploading all the images and files used directly into the image and file bank of the destination account. Then, replace the linked images and files in the transferred templates with those that have been uploaded to the new account.

• To add images to a template, please refer to the following guide: Add images in a template
• To add files to a template, please refer to the following guide: Attaching a document

By following these steps, you will be able to efficiently manage your templates across different accounts and avoid any loss of data associated with images and files.