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On-Prem - Customer Hosted - How To Move an Active Directory Synced User From One Organization To Another
Posted by Travis Fleenor on 25 June 2018 02:48 PM

For customer who have more than one Organization in their installation there may be times the need to move a user from one organization to the other. If your users are Synced with Active Directory there are steps in the Administration Panel and the Server that must be taken in specific order. The steps are as follows:

1. Open the EIOBoard App or Outlook Addin and go into the Administration Panel to the Users tab. Switch the Organization drop down at the bottom of the window to the Organization the user is currently a member of

2. Highlight the User and then click Disable

3. Go to the Server Admin to the main window and select the Active Directory Sync Tab

4. From the drop down select the Organization the user belonged to before you disabled them

5. Find the user's name in the AD Sync table and uncheck the box next to their name

6. Save the Template

7. From the drop down select the Organization you want to add the user to

8. Find their name in the AD sync table and check the box next to their name

9. Save the Template and Start a Manual Sync

10. Verify the sync was successful then go back to the Desktop or Addin Administration Panel and verify that the user has been moved to the desired Organization


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