Sep 29, 2021
When individuals move from one business to another, follow these steps:
- Delete the individual's Info Hub access as described in Delete an Individual's Info Hub Access
- De-activate the individual as described in Deactivate an Individual Contact with a Business.
- Associate the individual to the new organization as described in Add Individuals to Business/Organization.
- Resend login instructions to the individual as described in Provide Info Hub Access.