Skip to main content

IIABA - Move a Branch to a Different Agency

Updated

A Branch can only belong to one agency. To move the branch to a new agency:

 

  1. 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.

  2. 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:

  1. 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.

  2. 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.