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.
- Choose the Organization the agent is currently a part of.
- Select Team > Agents.
- Select the Agent you want to transfer and then click the Delete button.
- Return to the My Trees page and select the new Organization you want the agent to be a part of.
- Select Team and Agents.
- Click Add Agent.
- 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.