Contractor — Switch to Studio Account / Switch to Contractor Account

Allow Contractors to create and access their own Studio account using the same login, and switch between Contractor and Studio contexts without logging out.

Functionality

  • Add “Switch to Studio Account” in the Contractor profile dropdown for users without a Studio.
  • Launch the standard Agency Onboarding flow when selected.
  • After onboarding, make the user the Studio Owner with the standard 14-day free trial.
  • Users with both accounts should have:
    • Switch to Studio
    • Switch to Contractor
  • Switching should not require separate credentials or logout.
  • Contractor and Studio data/permissions must remain isolated.
  • Creating a Studio must not affect the Contractor's existing agency relationships or permissions.

    FRD Link - https://docs.google.com/document/d/1YcLlFgbJ2Gm6PXq9PCm0hjoEhBssIfRL8kpDce-hXVM/edit?tab=t.64zhselvpgce
Details

Key

PX-6579

Type / Priority

Status

QA Review

Sprint

Sprint 31

Epic

Contractor Portal

Assignee

Jinish Modi

Reporter

Paul

Project

Pixally CRM

FRD

QA Status

—

Created

9/25/2026, 11:03:56 AM

Updated

9/25/2026, 11:08:36 AM

Last synced

9/25/2026, 11:08:36 AM
QA Test Cases

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