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Home > IIABA State Integration > IIABA - Move a Branch to a Different Agency
IIABA - Move a Branch to a Different Agency
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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.

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