➤ Product: OfficeRnD Flex
➤ Who: Admins whose role has the Edit permission for Members
➤ Where: Admin Portal, under Operations > Members
➤ Availability: All plans
When a member starts to work for a different business in your space, the member’s profile must follow the member. If you create a new profile instead, the member has 2 profiles with separate memberships and invoices. Move the member instead. The member keeps 1 profile, and Flex moves the personal memberships, fees, and invoices to the new company.
You also use these steps to add an individual member to a company. For example, a member who is not part of a company must join a company before the member can be on a contract.
In this article:
What stays with the old company after the move
Why a membership can lose its named member
How to put an individual member into a company
Not covered here: assigning a membership to the member again. Assign a membership to a member or a company →
Move a member to another company
Change the company on the member’s profile. Flex then moves the member’s personal items to the new company.
Go to Operations > Members to find the member.
Open the member’s profile.
Click Edit Details to open the member’s details.
Open the Company drop-down menu.
Select the new company.
Click Update to save the move.
What happens when you move a member
A move changes where some memberships and invoices belong. Before you move a member, check which memberships the old company pays for. Those memberships stay with the old company.
When you move a member to a new company, these changes happen:
Personal memberships, fees, and invoices move to the new company. Personal items are the memberships and fees that use Bill to Member, so the member pays for them. Learn how personal invoicing works →
A membership that the old company pays for stays with the old company. The membership loses its named member. You can assign the membership to another person later.
The member’s account and profile stay the same. The member keeps the same login and profile information.
Add an individual member to a company
An individual member belongs to no company. To add the member to a company, use the steps in "Move a member to another company." In the Company drop-down menu, select the company that the member joins.
After the move, the member is a company member. A company member follows the company status, and only a company member can be on a contract.
FAQ
Can I move a member who is on a contract?
You cannot move a member to another company while the member is on a contract. Cancel the contract, or wait until the contract ends. Then move the member.
Does the member keep the same login after the move?
The member keeps the same login after the move. The member’s account and profile information stay the same.
What happens to a membership that the old company pays for?
A membership that the old company pays for stays with the old company. The membership loses its named member. To give the membership a named member again, assign it to a person in the old company. Assign a membership →
Can I put a member who is not part of a company into a company?
You can put an individual member into a company with the same steps that move a member. In the Company drop-down menu, select the company that the member joins.