Handover

In the handover process, a client organization can transition into a parent organization by separating from its current parent. This allows the client organization to operate independently, gaining full control over its operations and organizational structure while becoming its own parent entity. This separation enables the organization to establish a new hierarchy, manage its own sub-organizations, and set policies without oversight from the previous parent organization.

How to become a Parent using Handover ? #

To become a Parent Organization, select the client organiaztion you want to make a parent.
Note: You can make only Client Organizations as Parent.
Selecy “Billing & other Information” tab and click on “Handover” to initiate the process.
Once the popup is open, select an Admin or Owner from the dropdown and click on “Send OTP”.
The OTP will be sent to the selected user.
Enter the OTP requested from the user and click on “Next” to verify and proceed to next step.
In this 3rd step, select country and enter Zip Code and click on “Select Plan”. This is required for billing purpose. You need to buy a plan to make your Client Organization as a Parent, if not your organization will not be seperated as a parent.
Once you click on “Select Plan” you’ll be redirected to Plans page, here choose your required plan according to no.of sites you have. Remember to choose equal or higher plan to maintain your sites.
Once you buy a plan, your Client organizaiton will be successfully transfered as a Parent.