How to Copy Settings Between Two Contractor Accelerator Accounts Using an Incognito Window

If you’re setting up a second Contractor Accelerator account—whether to support a new location, business, brand, or service—it's helpful to view both accounts at once so you can easily duplicate settings. Because our system doesn't allow you to be logged into two accounts in the same browser window, the best way to do this is by opening one of your accounts in an incognito or private browsing window.

This article walks you through how to open an incognito window across different browsers and platforms, and how to copy information between accounts.

Step 1: Open an Incognito Window

Here’s how to open an incognito (private) window depending on your browser:

On Google Chrome

• Windows or Mac: Press Ctrl+Shift+N (Windows) or Cmd+Shift+N (Mac)

• Or, click the three-dot menu in the top-right corner and select New Incognito Window

On Microsoft Edge

• Press Ctrl+Shift+N

• Or click the three-dot menu and choose New InPrivate Window

On Mozilla Firefox

• Press Ctrl+Shift+P (Windows) or Cmd+Shift+P (Mac)

• Or click the menu icon and select New Private Window

On Safari (Mac only)

• Press Cmd+Shift+N

• Or, from the menu bar, choose File > New Private Window

💡 Tip: Use your regular window for Account #1 and your incognito window for Account #2 so you can flip back and forth easily.

Step 2: Navigate to the Company Profile in Both Accounts

In each account, do the following:

1. Click the cog icon in the upper-left corner of the screen, or select Company Profile from the User Menu.

2. Go through each section by clicking the items on the left-hand side and the tabs across the top.

3. Copy and paste any relevant information from one account into the other, or manually replicate the settings you see.

✅ Be sure to update any details that need to be different between accounts (address, logo, phone, email, etc.).

🔐 Don’t forget to click Save before moving to the next section!

Step 3: Use the Quick Start Guide for Setup

Need help setting up forms, users, or other key parts of the system? Our Quick Start Guide walks you through the essentials.

Step 4: Update the Marketing Section

The Marketing section lives outside of the Company Profile.

• Navigate to the Marketing tab in the left-hand navigation menu.

• Review and update your Project Cost selections and any marketing-related configurations.

Need Help?

We’re happy to walk through it with you! Set up a quick meeting here or contact support through your dashboard.