The following article outlines the Broker process for moving an Unassigned User from the Individuals section into a Client.
First, go to the Individuals selection.
Then, select the Employee's name and click Administer User.
Lastly, select the company the Employee should be listed under and click 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 Client Services team does not move Individuals unless the request is made directly from the actual Employee.