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How Do I Move an Organization from My Chain into a New Chain?
How Do I Move an Organization from My Chain into a New Chain?
Updated over 10 months ago

Related Questions:

  • Can I move an organization from my chain into another chain?

  • What happens when I need to transfer ownership of an organization in my chain?

  • What process needs to happen to move an organization from my chain to new ownership?

Answer:

There are a few steps involved when moving an Organization in an existing Event Temple chain to either a new Chain or an existing Chain:

  1. Upon request of the move, the first bit of information we will need is:

    1. name of new owner/company

    2. contact name and email (this will be the Chain admin of the new/existing Chain)

    3. billing contact

    4. transition/start date

  2. An email will then be sent to the Chain Admin(s) of the original Chain as well as the new contact for official sign off as this action is irreversible.

  3. The current Chain Admin will need to re-organize their users appropriately (see below - Preparation and Requirements).

  4. A ticket will be created for our Developers to facilitate the move, this can take up to 2 weeks.

Preparation and Requirements:

Global Accounts: If your Chain has Global Accounts enabled, the move will not be possible. The Customer Success team will determine if this will be an issue.

User Accounts: Users with access to the Organization that is being moved cannot have access to any other Organizations in the Chain. The user memberships will need to be updated before the move can happen.

PMS: No Organization in either Chain can have a PMS integration or the move will not be possible.

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