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Move user

Sometimes users change teams and need to be moved within the organisation — if this is not done through a user import, it can be handled manually.

Note! Users can only belong to teams and cannot be moved to summary groups.

Summary groups represent the organisation’s hierarchical levels and are only used to aggregate results from multiple underlying groups.

📌 What’s the difference between a team and a summary?

How to move a user

  1. Navigate to Organisation > Manage organisation via the main menu.

    • Find the current team in the organisational structure by searching at the top or by clicking through the groups.

  2. Click on the team to display its users.

  3. Hover over the user you want to move and click on the three dots (• • •) that appear.

    • Select 'Move'.

  4. In the window that appears – find the user’s new team by searching or clicking through the structure.

    • Select the team you want to move the user to and click 'Move'.

 

During an ongoing survey, additional caution is needed: if a respondent's user is moved between teams, they may have already completed the survey, and the registered responses will be moved with the user to the new team. For example, if the ongoing survey in question includes leadership questions, the respondent's registered responses will be directed to the wrong manager (the manager of the old team instead of the manager of the new team). It may then be appropriate to have the respondent retake the survey.

See below how to clear responses for a respondent during an ongoing survey: 📌 Add and remove respondents and responses