Touchpoint Software Documentation | Moving Organization Members

Moving Organization Members

You can easily move a person from one organization to another one if the orgs are in the same Division. Moving a person in this manner actually transfers their membership from one organization to the other. The person’s Enrollment Date in the new org will be the current date. You can change the Enrollment Date if you need to do that.

If you need to move the person to an org in a different Division, just drop them from one org and add them to the other one or use Manage Organization Members.

Tip

You can use this same process (outlined below) during Promotion to move someone from one Pending org to another Pending org in the same Division. Just go to the Pending tab and click the person’s Member Type. Do not uncheck the Pending box, if you want to leave the person as Pending in the new org.

Step 1
Click on the member type beside the individual’s name in the organization to open the Member Dialog.
Step 2

Click the yellow Move button.

By default the Move Registration Data is selected. This will move sub-groups, questions, etc. from the original organization to the new organization. If organizations were not online registrations, you can still leave the box checked and it will retain the sub-groups, if the groups are the same on each organization.

Step 3
From the list displayed, select the organization into which you want to move the person. If this list is long you can go to the next page. You can also type in part of the org name and search for the org.
Step 4
You will see a prompt asking if you are sure. Click OK.

Tip

You can also perform this action from the person’s people record. Find the org on their Involvement > Current tab and follow the same steps as listed above.

Moving Multiple Members
For certain use cases, you may want to use the advanced Manage Org Members page. It requires the user role ManageOrgMembers. Please read the documentation carefully about the use cases and how to appropriately use that management page.

Important

If you move members who have paid registration fees, you will need to add a transaction in the person’s member dialog in the new organization in order to set the initial fee, and then associate the payments with that as the Parent Tran ID. Then you can make necessary adjustments to reflect payments already made.

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