How to Consolidate your Organizations (transfer projects)

Transferring Projects in Hubstaff

We’ve found that some users have created multiple orgs (even though multiple orgs are best created as projects).  If you need to merge all of your projects to one organization you can by following our steps illustrated below.

We’ve made the process of consolidating everything very quick and easy, and we’ve put together this quick guide to help you transition. Basically what needs to happen is that you need to use the Transfer project tool to consolidate your orgs.  Here’s some documentation on how to the transferring/moving projects process works.

Step 1

Click Projects on the left menu.

Step 2

Select the destination organization from the dropdown then click Save.

Optional

After you transfer all of the projects, don’t forget to archive the organization you no longer need so that you won’t keep getting billed for it. To do this, click on the Organizations menu on the top right hand corner of your screen.

Then, next to the organization name, click Actions, then Archive.

FAQ:

Question:

Will the members of the project I am transferring be moved to the destination organization?

Answer:

Yes, all members from the project and their data will be transferred as well as their permissions.

Question:

I’m not allowed to move the projects that I want to move.  What could be the problem?

Answer:

Please confirm that you are the owner of the destination organization.  This is required to transfer projects.

Question:

What is the advantage of consolidating the organizations?

Answer:

Hubstaff will charge at the organization level.  So if you have 3 orgs, You’ll have to set up billing for each of these organizations.  Therefore it will be better to have one singular organization if that’s the way your businesses are structured.

  • Was this Helpful ?
  • Yes   No
  • Was this Helpful ?
  • Yes   No