Transfers Between Orgs

How transfer requests work when a member moves from one organization to another.

Members sometimes need to move between organizations within your club — because they've relocated, they want to participate in a different chapter, or their circumstances have changed. fellos handles this through a transfer request, which runs through an approval chain before the member's org assignment changes.

Reviewing a Transfer Request

To review pending transfers:

1. In the top bar, click Workflows to open the Workflows area.
2. In the Workflows side nav, click Transfers.
3. The page is titled Transfers, subtitled "Submit and manage member transfer requests." It has a New Request button, a Pending Approvals list (transfers awaiting your action), and a My Requests list (transfers you submitted). Click Details on any row to open its full detail view.

Each row in Pending Approvals shows the member, the organization they're moving from, the organization they're moving to, who requested it, and the current status (e.g. Pending Local Admin). The Approval Chain is shown inline, with a step for the source org, a step for the target org, and an Org Admin step that may read Auto-approved. Because a transfer touches two organizations, the chain typically includes approvals from the Local Admins of both the source and the target orgs.

Submitting a Transfer Request

To start a transfer yourself:

1. On the Transfers page, click New Request.
2. Search for the member by name on the New Transfer Request form.
3. Pick the destination organization from the dropdown. The form displays the move as Source Org → Destination Org.
4. Optionally add a note, then click Submit Request.

Approving a Transfer

Because a transfer involves two organizations, its status shows which step it's currently waiting on (e.g. Pending Local Admin). When the chain reaches you, each pending row in the queue carries Accept, Decline, and Details buttons. Declining reveals a Decline note field (optional) where you can record why before confirming.

What Happens After a Transfer

Once every step in the chain has accepted:

• The member's organization changes to the new one.
• They appear in the new org's directory and leave the old one's.
• Any officer roles they held at the old org are released.
• Their member type stays the same.
• Their history from the old org stays on their profile.