Agent Transfer
Open in CMSThe Transfer Agent page moves an agent from this organization to another one you belong to. Open it from the agent's Manage page with the Transfer tile; Back returns to the organization's Agents tab on the Organizations page.
Open the Organizations pagePurpose and Access
| Purpose | Moves an agent from a source organization to a destination organization. |
| Access | You must be Owner or Admin in the source organization. |
| Transfer Requirements | You can only transfer to an organization where you are Owner, Admin, or Builder. |
Select Destination Organization
| Eligible Organizations | Organizations where you hold Owner, Admin, or Builder, with their type and your roles. Pick one with the radio button. |
| Organizations you cannot transfer to | Your other organizations, greyed out and labeled No eligible role. |
| Transfer Agent | Opens Transfer Validation. Disabled until a destination is selected. |
Transfer Validation Dialog
| Your role in source organization | Passes when you are Owner or Admin there. |
| Your role in destination organization | Passes when you are Owner, Admin, or Builder there. |
| Agent Contributors | Each contributor is marked Will retain access or Will be removed. Contributors without Owner, Admin, or Builder in the destination are removed after the transfer, and a warning says how many. |
| Confirm Transfer | Enabled only when both role checks pass. Moves the agent and opens the destination organization's Agents tab on the Organizations page. |
| Cancel | Closes the dialog without transferring. |
Related guide: Transferring an Agent