Moving a group of members from one RM to another

In the event that a Regional Manager leaves RAS all of their members will need to be reassigned to the new person or disbursed to other RMs. This could be a large job if done manually but there is a way around it. Follow these steps;

  1. Log-in to MMS.
  2. Navigate to Members.
  3. Add a filter for `RM` and select the RM you are moving the members from. 
  4. Select all the dealers you want to move.

    Info: Don't forget to increase the number of records per page if you are using select all as you will only be selecting that page if you use 'select all'.
  5. At the top of the page, you will now see the group actions button, select assign RM.Info: The group actions will not be available until you have selected some members using the checkboxes next to each
  6. Select the new RM and update and the selected members will be moved to the new RM.