Account: Main Organiser account only

Plan subscribed: All plans

Before you begin:

Things to take note: 

• Make sure you have added your Sub-Organisers
• These are the reasons why you might need to transfer projects:
  • To give your Sub-Organiser(s) control over projects for better management of contacts
  • To change project ownership by taking back the project ownership and delegating to another Sub-Organiser

Instructions:

1. Click on 'Manage My Organisation' tab, then the 'Sub Organiser List' sub-tab

• On page right, you would see a box titled 'Transfer My Project to My Sub Organiser', as seen below: 

2. Select the project that you want to transfer

• This project and its contacts will exist in both your Sub-Organiser's account and your account
  • You can still manage this project and its contacts, but you will not be able to delete the project
    
    

3. Select the Sub-Organiser you want to transfer that project to

• This Sub-Organiser can now manage the project as it is added to his/her bantu Workspace Dashboard
• This Sub-Organiser can also manage its existing contacts, and the contacts of any new sign ups in the 'All My Members' sub-tab in his/her 'Manage My Account' tab
  
  

• The contacts of these new sign ups will show up in the 'My Organisation's Members' sub-tab in your 'Manage My Organisation' tab
  
  

4. Click on 'Transfer' to save the changes

• This transfers both the projects and the contacts involved in those projects to your Sub-Organiser, and can be taken back
  
  

Tip: You can follow the same steps to reclaim the project from your Sub-Organiser, in the box 'Take Project From My Sub Organiser'. You can also take over a project that is created by your Sub-Organiser.

• This transfers the current contacts in that project to your account, and they no longer exist on your Sub-Organiser's account
  
  

What's Next?

You can now proceed to manage all the contacts who signed up for all projects, including those managed by your Sub-Organiser(s). 

> Learn how to filter member data
> Learn how to export contact data
> Learn how to export Organisation reports