Portfolio server - Multi account

N

Nickster

Is there a way to copy a full account with users, org structure, workflows,
etc... into another account?

In order to test all of the functionality in Portfolio server, including the
Gateway and Mass data transfer, I am trying to avoid building multi
environment; one for testing and one for production, etc... I am trying to
build different accounts in the same environment. Is there a way to refresh
one account, say test account, from another account, Production?

Also, How does the end users switch between accounts?

Thank you,

Nick
 

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