...
| Table of Contents | ||||||||||
|---|---|---|---|---|---|---|---|---|---|---|
|
...
Move a User
Applies to:
Tier Managers**
Account Managers
Organization Managers
Admins
...
*For a tier manager to move a user, they must manage both the source and target tiers.
Overview
Properly moving a user allows the user to retain their profile information, reviews, and SEO progress. The directions below walk through the steps of moving a user.
How-To
On the users' view of the hierarchy, locate the user that needs to be moved. Once located, expand the dropdown menu from the Action column and select Move User.
The Move User panel should expand from the right side of the page and will require some fields to be filled out:
Organization: the organization with the tier the user will be moved to.
This field is automatically filled with the current organization.
This field is only available for Admins.
Account: the account with the tier the user will be moved to.
This field will be automatically filled with the current account. Account managers that manage only one account and tier managers cannot edit this field when moving a user.
This field is available for organization and account managers but not tier managers.
Tier: the tier the user should be moved to.
Tier managers will only see/be able to select the tiers they manage.
...
Once the user has been moved, their profile will be available with the same information and reviews they had before the transfer. Their URL to their public page will remain the same and so will their login credentials.
...
Move Multiple Users
Applies to:
Tier Managers**
Account Managers
Organization Managers
Admins
...
*For a tier manager to move users, they must manage both the source and target tiers.
Overview
Properly moving users several at a time allows managers to efficiently manage their tiers and accounts while allowing the users to retain their profile information, reviews, and SEO progress. The directions below walk through the steps of moving as many as 100 users simultaneously.
How-To
On the users' view of the hierarchy, locate the users that need to be moved. Once located, tick the checkboxes to the left of the users' names to include them in the multi-select.
Once the users needing to be moved are selected, hover over the action icon in the top right corner above the table. From the menu, select Move Users.
The Move User panel should expand from the right side of the page and will require some fields to be filled out:
Organization: the organization with the tier the user will be moved to.
This field is automatically filled with the current organization.
This field is only available for Admins.
Account: the account with the tier the user will be moved to.
This field will be automatically filled with the current account. Account managers that manage only one account and tier managers cannot edit this field when moving a user.
This field is available for organization and account managers but not tier managers.
Tier: the tier the user should be moved to.
Tier managers will only see/be able to select the tiers they manage.
Note that all selected users must be moved to the same tier if moving them simultaneously.
...