Link an Admin Across Multiple KleerCard Company Accounts

Before you start

Your primary email: the email you want to use to sign in and manage all your accounts. It should be associated with a KleerCard account already.
Your second account's login: the email and password you use today for the other company account. You need admin access on that account.

Tip: after you invite your primary email, add an asterisk after your old profile's last name (for example, "Smith*"). In the steps below, the user without the asterisk is always your primary email, which makes it easy to pick the right one in each dropdown.

Steps

Choose your primary email. Copy the exact email you want to use for all your KleerCard accounts.
Sign in to your second company account using its current admin login.
Invite your primary email as an existing user. Go to Settings > Users > Quick add > Invite existing user, and enter your primary email.
Mark your old profile. Edit your original admin profile on this account and add an asterisk after the last name (for example, "Smith*").
Set your primary user's role. Open the newly invited user (no asterisk) and change the billpay role to Bill Pay Admin.
Set your primary user's limits. On the same user, open Manage approvers and update the limits to match your old profile's.
Replace approvers on the user list. For every user whose card approver or transaction report approver is your old (*) profile, change it to your primary user.
Update the company's default approver to your primary user.
Update the site approver to your primary user, if applicable.
Reissue cards if needed. If any cards belong to your old (*) profile, reissue them to your primary user so all your cards sit under one email.

Note: if you use Bill Pay approval rules, update any rule that lists your old (*) profile as an approver so it uses your primary user instead.

Check your work

You can sign in with your primary email and switch between both company accounts using the switcher in the upper left of the page.
No card approver, transaction report approver, default approver, site approver, or Bill Pay approval rule still points to your old (*) profile.
Every active card belongs to your primary user.
Your primary user's role and limits match what your old profile had.

Link an Admin Across Multiple KleerCard Company Accounts

If you manage more than one KleerCard company account, you can use one email to sign in to all of them. These steps move admin access, approvals, and cards from your second account's login to your primary email.