Moving Members to Another Account

In our ongoing efforts to improve the user experience, we've made changes to the process of moving a member to another account.

Please note that the "Move Member" feature has been relocated from the Account screen to the Member screen, and the procedure for moving a member has been slightly updated. This article will guide you through the new process.

Moving a Member to Another Account

If you need to transfer a specific member to a different account, follow these steps:

Locate the Member:

• Navigate to the Member View by entering the member's name in the global search pane and click on the profile icon with the magnifying glass on the far right-hand side of the correct result.

Select "Move":

• At the top of their Member View screen, you will now see the "Move" option. Click on it to initiate the transfer process.

Choose the Destination Account:

• After selecting "Move," you'll be directed to the Move Member screen.
• This screen will allow you to search for an account that you want to move the member to. Use the search bar or browse through the available accounts until you find the one you need

Confirm the Transfer:

• Review the details to ensure you're moving the member to the correct account.
• Once you've identified the destination account, select Move Member to confirm your selection.

Once Transfer is Completed:

• You will receive a confirmation message in the lower left corner, and the member will now be associated with the selected account.

Additional Assistance

If you have any questions or need further clarification about the updated process for moving members, please don't hesitate to reach out to our support team. We are here to help and provide you with any additional information or guidance you may require.

We appreciate your understanding and hope that these changes make the member transfer process more efficient for you. If you have any other questions or require assistance with any other feature, feel free to explore our Help Center or contact our support team for prompt assistance.