Partner Account Upgrade and Cancellation

Last Updated: Apr 16, 2019 03:49PM PDT

IDX Broker developer partners have the ability to make changes to client accounts right from the dashboard.
Log-in to your partner dashboard and visit --> Clients --> Client Search


To Cancel:

Click Icon expand icon on the far left and then under Account Info At a Glance is a blue hyperlink labeled cancel account.


NOTE: This can be done by all developer partners and is the only way to cancel an account with partner billing control enabled.

To Upgrade:

Click Icon expand iconon the far left and then under Management is an option for Upgrade Client


NOTE: This option is only available if partner billing control is enabled.

If you do not have partner billing control enabled, then log-in to the client account and visit the upgrade center as the client.

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