Brokers can always move an Unassigned User from the Individuals section back into a Client.
First, go to the Individuals selection.
Then, find the Unassigned User in the list. Open the orange context menu and select Administer User.
Lastly, select the company the Employee should be listed under and then select Save.
The Employee will now appear in the Employee List for that Client.
Occasionally a Broker will encounter an Employee that has a preexisting account outside of the Broker's view. Fortunately, the Employee can move themselves using the Employee Transfer feature.
NOTE: The FormFire Customer Support team does not move Individuals unless the request is made directly from the actual Employee.
Click here to see how you can contact our FormFire Customer Support team for technical assistance. If you need to reach any other department, please visit our Contact FormFire page for additional options.
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