How To Move an Applicant to a Different Organization

Written by Hanna Smith

Last published at: June 25th, 2021
  1. Create the new organization if it does not already exist. You can create a new organization from the Organizations page.
  1. Click Search in the upper navigation bar, then click Users
  2. On the Users search page, search for the applicant.
  3. Click the pencil icon to the right of the applicant's name.
  1. In the Organization drop-down at the top of the page, select the organization to which you’d like the applicant assigned.  
  1. Click Save at the bottom of the page. The applicant is now reassigned to the selected organization. 

All requests assigned to the applicant will move with them to the new organization. 

If you do not want the requests to move to the new organization, you must first reassign the requests to an applicant staying at the original organization.  

If you utilize the integration with CommunitySuite, all requests assigned to the applicant that have been synced to CommunitySuite must be reassigned before the applicant can be moved.