Audience: Organizations
The short answer: Command Center owners and administrators can move a user to a different organization within the same parent–child tree. A few rules apply before you get started:
- Organization owners cannot be moved.
- Users can only be moved within the same parent–child organization tree.
- All transactions associated with the user stay with the original organization after the move.
- Moving users requires specific permissions and roles.
- Users cannot be moved into deactivated organizations.
Move a user to a new organization
New to Command Center? Here's how to access it.
- Select User Management.
- Find the user you'd like to move.
- Select the 3 vertical dots at the end of the row.
- Select Edit User.
- Select the new organization from the Home Organization dropdown menu.
- Select Save.
Summary Checklist
- The user is not an organization owner.
- The destination organization is in the same parent–child tree.
- The destination organization is active.
- You have the permissions and role required to move users.
- You've confirmed that past transactions will remain with the original organization.
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Still unsure? Contact Proof Support if you have any questions.
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