Handover

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

How to become a Seperate Entity through Handover ? #

To become a separate entity, select the client organization you want to transition. Follow the handover process to establish it as an independent organization.
Click on “Become a Seperate Entity” to initiate the process.
Once the popup is open, select an Admin or Owner of the managing organization from the dropdown and click on “Send OTP”.
The OTP will be sent to the selected user via notification and email.
Enter the OTP requested from the user and click on “Verify” to verify the OTP and proceed to next step.
In this 3rd step, update your address by filling Country, State, City, Zip Code and Address and click on “Select Plan”. This is required for billing purpose.
After updating address the next step is to select and buy a plan for your organziation. Here you can select a plan accordig to your needs. You can plans for either Solo-Sites or Multi-Sites.
Multi-Site Plans
Solo-Site Plans
Once you selected your desired plan, click on “Buy Plan”, you will be redirected to the payment portal. Once you complete the payment your organization will be assigned with the selected plan and it will be marked as a seperate entity.Note: Please refresh your organziation after the payment to reflect the changes.