Move an Organization

If you are a Client Admin, you can move organizations to different positions within the organization hierarchy.

To move an organization

1. On the main menu, select Organizations. The Organizations page opens.

2. Locate the organization and, on that row, click the more icon .

3. Select Move. The Select Organization page opens.

4. Do any of these actions to identify where you want to move the organization.

   • In the Search bar, enter the name of an organization.

   • To the left of Root, click the arrow to view organizations at that level.

   • To the left of an organization’s name, click the arrow to view its child organizations.

5. Select Root or an organization.

6. On the lower right, click Select.