Understanding Migration View Differences: Agency vs. Sub-Accounts
Agency View: Full Migration Options
As an agency owner, you have access to the complete set of migration tools within your CRM's WordPress Hosting dashboard. This includes:
- Effortless Migration with our Plugin: A one-click solution using the CRM's dedicated plugin for fast and simple transfers.
- Manual Migration Made Simple: Use the All-in-One Migration plugin to upload your .wpress file directly.
- White-Glove Migration Assistance: An agency-exclusive service where you can submit a form to have WordPress specialists handle the entire migration process for you.
These three options are visible only to you and are not accessible to your clients or their sub-accounts.
Sub-Account View: Standard Migration Options
Your sub-accounts will see a simplified version of the migration interface. They have access to:
- Effortless Migration with our Plugin
- Manual Migration Made Simple
The White-Glove Migration Assistance option is completely hidden from their view. There are no labels, indicators, or hints suggesting that additional migration features exist. This design maintains your white-label branding and ensures clients remain unaware of the premium support services available exclusively to agencies.
Why the Difference Exists
The White-Glove Migration feature is a premium benefit designed for agency-level users. Restricting its visibility prevents confusion for sub-accounts and protects your white-label offering by keeping backend support options discreet.
Guiding Sub-Accounts Through Migration
If you need to assist a client with migration:
- Recommend the plugin-based migration for its simplicity and ease of use.
- Alternatively, use the White-Glove option on their behalf to manage the entire process yourself.
Additional Resources
For detailed instructions, refer to the step-by-step migration guides available for both agencies and sub-accounts. If you have further questions, contact support for assistance.