In order for Client Success to commence the migration/import of your data, you will be required to invite the team into your CAS 360. Please refer to the below video / steps for how to do so:
| Once logged into CAS 360, select the App Switcher on the top right of the screen. | |
| Select Users. | |
| A new screen will load, select the Admin tab on the left-hand side bar. Following this, select Token Management. | |
| The Migration Management screen will load. Select Share with BGL Success for CAS 360 |