Agent Transfer
The Agent Transfer page moves an agent from a source organization to a destination organization.
Open the Organization page
Purpose and Access
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| Purpose | Moves an agent from a source organization to a destination organization. |
| Access | The requester must be Owner or Admin in the source organization. |
Requirements
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| Source Role | Requester is Owner or Admin in the source organization. |
| Destination Role | Requester has Owner, Admin, or Builder in the destination organization. |
| Destination Selected | A destination organization must be selected. |
| Contributor Handling | Contributors lacking Owner/Admin/Builder in the destination will be removed. |
Organization Selector
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| Eligible Organizations | Destination orgs where you have a qualifying role are selectable. |
| Ineligible Organizations | Disabled and labeled No eligible role. |
Transfer Validation Dialog
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| Source-org Role Check | Verifies the requester's role in the source organization. |
| Destination-org Role Check | Verifies the requester's role in the destination organization. |
| Per-contributor List | Shows each contributor as Will retain access or Will be removed. |
| Removal Warning | A warning is shown if any contributor will be dropped. |
Confirm Transfer
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| Confirm Transfer | Enabled only when all checks pass. |
| On Success | You land on the destination organization's Agents tab. |