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Description

Once you've created an Office and/or Team, you may want to transfer existing members from your Brokerage to these child Org Units. Below are instructions:

1.To create a team, let's start by entering the My Brokerage page by clicking Image Modified.

2. Enter the Users section
3. Under the Actions column, click Edit on the member you wish to transfer

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4. Expand the Org drop down list to display the child Org Units of your main brokerage

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  1. Once you have selected the Office or Team destination, click Save Changes

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