NOTE: This article's instructions are for customers with our legacy admin experience. If you are interested in moving into the new admin experience early, please contact customer support. For instructions on how to achieve this in our new admin experience, please visit [this link].
If you manage more than one dashboard, you have the ability to transfer a caregiver from one dashboard to another if needed. This will likely be the case if they change offices or need a different type of training available on the other dashboard.
Step 1: In your Dashboard, select the desired caregiver to expand their account details.
Step 2: Select the Options button.
Step 3: Select "Transfer Caregiver to Agency".
Step 4: Using the dropdown menu, select the other dashboard you want to transfer the caregiver to. Then, click on "Save".