How to Transfer a Subscriber to the Correct Organization in Addi.care

Transferring a Subscriber to the Correct Organization in Addi.care

Issue

A subscriber was created under the wrong organization and needs to be transferred to the correct one.

Before You Begin

⚠️ Important: If the subscriber has existing orders, those orders will be transferred along with the subscriber. Before initiating the transfer, confirm that the target organization has the required contracts to support those orders. The transfer will not complete if the contracts are not in place.

Steps to Transfer a Subscriber

  1. Navigate to the Subscriber Information page.
  2. Click the blue Action button in the top-right corner of the page.
  3. Select Subscriber Transfer from the dropdown options.
  4. Follow the on-screen instructions and complete all required steps.
  5. Click the final Transfer button to initiate the transfer.

The transfer may take a couple of minutes to complete. Once finished, the subscriber and their associated orders will appear in the target organization.


After the Transfer

Once the transfer is complete, the subscriber's information and orders will remain visible in the original organization as well. This is expected behavior — the duplicated data ensures the original organization retains access to the subscriber's history.


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