Move Multiple Users/Members To Another Company

Purpose

Steps to move users from one company to another in bulk. 

Steps To Add Users To Another Company

1. In a browser tab locate the users' current company. Allbound settings > companies > search. Click on the number in the users column.
2. In a separate browser tab locate the company you wish to move multiple users to. Allbound settings > companies > search. Click on the number in the users column.
3. Reference the first user's name from the current company in your first tab.
4. In the second tab, click "Add Members". Type in the first name of the user you just referenced. (Note: you can search by first name or email address, or email domain).
   
5. Select the user from the menu. 
   
6. Click in the open space and type in the second user's first name, email, or email domain.
   
7. Select the user from the dropdown.
8. Repeat these steps until you've selected all of the users you wish to move to the new company. Then, click "Next".
   
9. Select the role for each user. Check the "Primary Company" checkbox for each user in the list.
   
10. Then, Select "Add Members".

Steps To Remove Users From Initial Company

1. If you wish to remove the users' association with the original company, go back to your first tab.
2. Refresh the page.
3. Select all the users from the members list.
4. Select "Bulk Actions".
5. Select "Remove Members From Company" then, Submit.
   

This is the only way to add multiple users to a company at once, and the only way to remove multiple at once.