Before we work out which of the MIGRATE, FILINGCABINET or DOWNLOAD options is right for you, we first need to determine what type of invitbox account you have, and whether you as a user have the necessary User privileges to trigger one of the 3 options. The reason is that only invitbox Users with Admin rights within either a Parent or a Standalone invitbox account will be able to choose one of the 3 options.
Please note, Admins of Parent accounts will be making a decision on behalf of ALL of their Child Accounts. Please see here for more information on this, and managing the process.
If you know you can definitely be logged into your Parent or Standalone account as an Admin, you can go directly to that section (here) now, and skip the checks below.
What sort of invitbox account are you? Parent, Child or Standalone?
To remind you what Parent, Child or Standalone means...
Parent accounts in invitbox may have child accounts, or they may be childless. An invitbox account which is neither a Parent, nor a Child of a Parent, is a Standalone.
A typical example of a Parent account might be a hospitality group head office (or brand...such as Wetherspoons), and the child accounts would be the venues within the Wetherspoons' group. Another example of a Parent Account might be an accountant or bookkeeper, and the child accounts would be their clients.
If at the top left hand of your screen, you see the below image with a green header, you know you are logged into a Parent Account.
If you are in a Parent account, go to the IN SUMMARY section below, otherwise continue reading below.
Child or Standalone
If at the top left hand of your screen, you see the below image without a green header, you know you are logged into either a Child account or an Standalone account.
To work out if you are a Child or an Standalone, go to your Admin tab.
If you see the My Account section marked above, you know you are logged into a Standalone account, but if you do not see the My Account section in your Admin tab, you know you are logged into a Child of a Parent. Depending on which you are logged into, please see the relevant section below.
Parent and Standalone Accounts
If you are logged into a Parent or Standalone account, click here to find out if you are a User with Admin privileges, thereby giving you the rights to choose one of the MIGRATE, FILINGCABINET or DOWNLOAD options.
If you are logged into a Child account, the decision as to which of the MIGRATE, FILINGCABINET and DOWNLOAD options will be taken by an Admin of your Parent account, not by you. So please speak to your Parent to ensure they are doing the right thing for you.