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

This article provides step-by-step instructions for transferring a member from one school or organization to another within the CharacterStrong platform.

Steps to Transfer a Member

  1. 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.

  2. Go to School Management

    In the side menu, select School Management.

  3. Select the Appropriate School

    Select the school in the manage schools section that the member is currently associated with.

  4. Locate the Member

    In the Members tab, find the user you wish to transfer.

  5. 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.

  6. 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.

  7. 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.
    • Navigate to the new school’s Members tab to confirm the user now appears in the correct organization.

How to transfer a member v2.0

Need Help?

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