Transferring Agents Between Organizations

  • Updated

Agents can exist in only one organization at a time. To add the same agent to a different organization, you must first remove them from their current organization.

  1. Choose the Organization the agent is currently a part of. 
  2. Select Team > Agents.
  3. Select the Agent you want to transfer and then click the Delete button. 
  4. Return to the My Trees page and select the new Organization you want the agent to be a part of. 
  5. Select Team and Agents
  6. Click Add Agent.
  7. Enter the Agent's name, and email, then set a password for them. Click Create Agent. See this article for more details.

 

Note: If you need an agent to have access to multiple Organizations, you can use separate emails and passwords for each Org. Adding a + and some text after the agent's email is the simplest. Ex. taylorsmith@zingtree.com and taylorsmith+2@zingtree.com.

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