Tuesday, February 22, 2011

OMS move users between offices in your organisation

This new feature is available for organisational/group managers and provides functionality to move an agent with listings and contacts to another office in the group.

How to move someone:

Go to office members under setup. Open up the profile for the user you would like to move.

At the bottom click on the ‘move to another office’ button:

doodle oms-move1

On the following screen review the details, and select the new office for this person.

Click on move to move the person (with all data including listings and contacts):

doodle oms move 2

Allow up to 24 hours for the changes to reflect on portals.

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