Onix Work - How to merge two member companies into one

Knowledge base
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Context

Let’s say your company owns two Onix Work accounts and now wants to merge them into one.

Expected outcome

  • Transfer all equipment from company account A to company account B.
  • Terminate company account A. Keep company account B.

Next steps

Step 1: Group equipment per owner (in account A)

  1. Go to Onix Work > Equipment module.
  2. Switch to All equipment standard view.
  3. Click the column header Owner > Select Group by Owner.
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  4. Scroll all the way to the left to see equipment results grouped per owner. Recommended actions vary depending on conditions.
Condition Recommended action
Owner = B

 No action required. These equipment will still appear in account B after account A is terminated.
Owner = A Follow step 2
Owner = Another member company; Supplier = A Follow step 3
Owner = Another member company; Supplier isn’t A Follow step 4

Step 2: Owner = A

Solution: Account A transfers equipment to account B

  1. Select all equipment owned by account A by checking the box(es) next to the equipment.
  2. Click Edit.
  3. Select Edit ownership.
  4. Select account B as the new owner.
  5. Click Save.

:light_bulb: Tip
To bulk select all equipment of a specific owner: Hover your cursor over the Owner name and check the box at the front of the same row.

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Step 3: Owner = Another member company; Supplier = A

Solution: Ask that member company to change supplier from A to B

  1. Open a desired equipment.
  2. At Equipment details section, click Edit.
  3. Click on Supplier field.
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  4. Select account B as the new supplier.
  5. Click Save.

:information_source: Note
To bulk update supplier for multiple equipment, kindly reach out to support@onix.com and request a billable technical service.

Step 4: Owner = Another member company; Supplier isn’t A

In some cases, company A can still see equipment where they are NOT listed as the Equipment owner, nor Supplier. This is because they have data access level as Read-only or Inspector to other member companies.

In order for company B to also see those equipment, B should request the same access level to the member companies as A has.

  1. Log in to Onix Work of company B.
  2. Go to Companies module.
  3. Switch to All companies standard view.
  4. Search for a desired member company and select it.
  5. Click + Connect now.
  6. Click Request access.
  7. Choose Read-only or Inspector access level and click Next.
  8. Click Finish to confirm sending out the request to the member company. Repeat the same steps for other member companies if needed.

Step 5: Terminate account A

Once you’re ready, kindly inform your dedicated Customer Success Manager at Onix to proceed with account A termination and other necessary procedures.

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