Internal Users
Internal Users cannot be moved to another Organization. The recommended workaround is to delete the User and create the User again under the new Organization. Deleting a User will allow you to reassign any associated Leads, Deals, MDF Requests, etc.
Partner/Distributor Users
Partner Users can be moved to a different Partner Organization, and Distributor Users can be moved to a different Distributor Organization using the instructions listed below:
- Go to Admin > Users ( OR go to Partner Management to move a Partner User > Users & Contacts or Distributor Management to move a Distributor User > Users & Contacts).
- Click on the name of the User that you want to move.
- Click the "Actions" button in the top right > Move.
User Details/Profile Page
Upon moving a Partner/Distributor User to a new Partner/Distributor Organization, you will be prompted to reassign any Deals, Leads, and MDF Requests (that are assigned to the User) to another User within their current Organization.
Move User Window
FAQs
What happens if I move a User that is linked to a Contact in Salesforce?
Moving the User in Channeltivity will move the linked Salesforce Contact to the new Partner Account in Salesforce.
Can Partner/Distributor Contacts be moved to different Partner/Distributor Organizations?
You can move Partner Contacts to a different Partner Organization, and you can move Distributor Contacts to a different Distributor Organization.
Is it possible to move the Partner User's Leads, Deals, and MDF Requests to the new Organization?
Open Leads can be moved from one Partner Organization to another, but this functionality is not available for Deals and MDF Requests. To move a Deal or MDF Request to another Partner Organization, you can use the below workarounds:
- How can I move a Deal Registration from one Partner to another?
- How do I move an MDF Request to a different Partner Organization?
- Contact our Support Team for additional workarounds.
What happens to a User's Course and Certification Completions when they are moved to a new Organization?
The User and their Completions are moved to the new Partner Organization.
How do I move/reassign a Lead?
Go to Lead Distribution > click on the Lead to view more details and click Actions > Change Assignment. To reassign Leads in bulk, go to Lead Distribution > click the checkboxes next to the Leads that you would like to reassign > Actions > Change Assignment.
What happens if I move a User that is linked to a Contact in Salesforce?
Moving the User in Channeltivity will move the linked Salesforce Contact to the new Partner Account in Salesforce.
Can a User be assigned to multiple Organizations?
It's not possible to assign a User to multiple Organizations as User and Organization associations are a one-to-one relationship.