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IIABA - Change Branch to Agency

Updated

Branches may  become agencies over time. Use the following steps to update your database:

 

  1. Remove the relationship between the Branch and its parent Agency:
    • On the Branch’s Overview tab click the X  next to the parent agency in the Parent Organization section. The Branch status will now 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.