How do I move a Member to a different Account?

Overview

The "Move Member" function allows you to transfer a member from one account to another within the Pool Queue system. This can be useful for reassigning members to different families or groups within your organization.

Who Can Use This Function?

Only users with the roles of System Administrator or Registrar have permission to move members between accounts.

How to Move a Member

1. Navigate to the Member's Page:

   • Go to the specific member's profile page that you wish to move.

2. Select the Move Member Command:

   • Click on the "Move Member" command available on the member’s page.

3. Choose the Target Account:

   • A list of existing accounts will be displayed.
   • Select the account to which you want to move the member.

4. Confirm the Move:

   • Confirm your selection to complete the transfer.

What Happens After the Move?

• Re-association of Monthly Billing:
  • Any monthly billing associated with the member on the original account will be transferred and re-associated with the target account.

This function ensures that members and their associated billing information are correctly managed when changes to account assignments are necessary.