You are using an unsupported browser. Please update your browser to the latest version on or before July 31, 2020.
close
You are viewing the article in preview mode. It is not live at the moment.
Move an Individual to a Different Business
print icon

When individuals move from one business to another, follow these steps:

  1. Delete the individual's Info Hub access as described in Delete an Individual's Info Hub Access
  2. De-activate the individual as described in Deactivate an Individual Contact with a Business.
  3. Associate the individual to the new organization as described in Add Individuals to Business/Organization.
  4. Resend login instructions to the individual as described in Provide Info Hub Access.   
Feedback
0 out of 0 found this helpful

scroll to top icon