Mar 23, 2021
1275
A Branch can only belong to one agency. To move the branch to a new agency:
- Remove the relationship between the Branch and its parent Agency:
- On the Branch’s Profile tab click the orange x next to the parent agency in the Parent Organization section.
- Add the Branch to a new agency:
- On the Branch's Profile tab, click the icon in the Parent Organization section.
See Manage Parent/Child Relationships for further instructions.
NOTE: Branches should only be moved to agencies of the same membership type/status. |
IIABA - Change Branch to Agency
In this scenario, the Branch is becoming an Agency:
- Remove the relationship between the Branch and its parent Agency:
- On the Branch’s Profile tab click the orange x next to the parent agency in the Parent Organization section. The Branch status will be listed as Non-member in GrowthZone.
- Add a membership designated as sync as member or sync as affiliate to the Branch, as described in Add a Membership to a Contact.
Once the membership has been added, the change will be recognized, and will be synced to AD.