Copying Content Between Accounts
Our platform makes it easy to copy screens, data sources, documents, and folders between accounts.

You can group content in Folders to deploy everything in one go. Plus, by keeping a Master copy, you can sync updates across all accounts with just a few clicks!

Repository Overview
Everything related to copying and syncing happens in the Repository. 

From here, you can add, install, and update content across accounts – ensuring smooth and efficient client setups!

Connectors & Connections
Connectors can be included when installing content, just make sure any required Connections are added and authenticated in the target account. 

Using global paths for Connectors can also help you manage updates more easily across different clients.

You get 10 free users for demos. The Master account lets you create standalone Client accounts, each with its own users and data. Billing is based on active users per Client account, and support users can be added at no charge for direct access to Client apps.

Client Account Context
When you create a new Client account, the system automatically switches to that account, treating you as an invisible administrator.

A box at the top shows the current account context – you can switch between Client and Master accounts via the Clients page.

For more detailed steps and comprehensive resources, book a demo to access our full Partner Knowledgebase.