Overview
When transitioning a client from a direct OTTO Starter seat to an account managed through your white-labeled portal, questions often arise about whether existing data, reports, and project history will be preserved. Because the specifics of this process depend on your account configuration and may require backend assistance from our team, this article explains what to prepare so our team can help you as efficiently as possible.
What to Have Ready When Contacting Support
White-label client account transitions and data preservation requests require our support team to review your account directly. To help us assist you as quickly as possible, please have the following information ready before reaching out:
- Your agency account name and the email address associated with it.
- The client's registered email address on their current direct OTTO Starter seat.
- The name of your white-label portal (if already configured).
- A description of what you need preserved or migrated — for example, any reports, projects, or other data associated with the client's account.
- Whether the client's original direct seat is still active, since seat status may affect available options.
If you need further assistance, open the chat widget in the bottom-right corner of the platform and type human teammate to be connected with a member of our team.