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[Flex] How to Move a Member from One Company to Another
[Flex] How to Move a Member from One Company to Another
Updated today

Sometimes members switch companies and this needs to be reflected in the system. Follow these steps to move a member from one company to another:

1. Go to Community and open the member profile.

2. Click Edit.

3. In the dialog, click the drop-down menu next to Company.

4. Select the company you wish to move the member to and click Update.

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Once you move a member to a new company, all personal memberships, fees and invoices will move with it. However, if a membership is assigned to the member, but it is not billed to it, the membership will not move with the member. In this case, the membership will be unassigned and will remain with the original company.

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