How to Transfer a Member to a Different Organization or School as a District Lead

Navigate to the CharacterStrong Homepage

Start on the homepage and click the three horizontal lines (☰) in the upper-left corner to open the side navigation menu.
Go to School Management
Select the Appropriate School

From the "Schools" tab, click "View All" in the Members column for the school that the user is currently associated with. If the user is currently located at the district-level, click into the "Members" tab across the top.
Locate the Member

In the Members tab, find the user you wish to transfer.
Open the Transfer Options
- Click the three vertical dots (⋮) next to the member’s name (also known as the kebab menu).
- Select Transfer Member from the dropdown menu.
Select the Destination School
- In the transfer window, choose the new school or organization from the dropdown menu.
- Once selected, click Transfer Member to complete the action.
Confirm the Transfer
- You should see a success message confirming the member has been transferred.
- The member will no longer appear in the original school’s member list.

Need Help?

If you encounter any issues during the transfer process, please reach out to support@characterstrong.com for assistance.

This article provides step-by-step instructions on how a District Lead can transfer members from one school to another within the CharacterStrong platform.