Move users

Read this to learn how to move an account to a different organization.

Overview

From Accounts, you can move an account from organization to another within your tree (according to the hierarchy). Once the user is moved, all settings of the new organization will be applied to the user. 

Before you Start 

Step 1: Optional Title for Step

  1. Go to Accounts.
  2. Select the checkbox for the account you want to move and click Move.


  3. Search or select the Organization or Sub-Organization and click Move.


  4. Click Yes on the confirmation page. 
  5. Click Done.