How-to
Only a Brandboom administrator can move a user between teams.
To request a transfer:
Please contact Support and provide the user’s login email.
Specify the team you want to move them to.
In most cases, we will need approval from:
The user being moved.
The owner of the “origin” team (the team the user is leaving).
The owner of the “destination” team (the team the user is joining), when applicable.
If you only want to remove a user from your team (without specifying a destination team), we only need approval from:
The owner of your team (the “origin” team).
Rules
What Moves With the User
Their team membership: the user leaves the origin team and joins the destination team (or a brand-new team of their own).
Their showroom access.
Their share links: the links keep working for buyers without interruption, and visits after the move are recorded on the destination team. The origin team will no longer see these links.
Their paid seat: the user keeps their paid access, still covered by the origin team.
Their orders and order tags, when requested.
Presentations: on request, individual presentations can either be moved to the destination team or shared so both teams can see them. Tags on those presentations move too.
What Stays With the Origin Team
Visitor history recorded before the move: past visits on the user's share links remain in the origin team's records, so the moved links start with a fresh visitor list on the destination team.
Presentations that are not explicitly moved or shared. The user will no longer see them after the move.
Note that when a presentation is moved, the origin team no longer sees it — sharing it instead keeps it visible to both teams.
Customers and customer tags.
Billing: subscriptions, invoices, and payment methods stay put, and the origin team continues to cover the user's seat until they remove the user from it.