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How to Transfer Sites from One Branch to Another in SmartLink

Updated

Learn how to Transfer Sites from one Branch to another under your Company Account in SmartLink Network by following the steps below

 

 

Step 1: Log in and Access Company Account Settings

  1. Go to smartlinknetwork.com and log into your SmartLink account using your credentials.
  2. In the top navigation bar, click on Settings.
  3. From the dropdown menu, select Company Account to open your organization-level settings.

 

Step 2: Navigate to the Branches Tab

  1. In the Company Account section, click on the Branches tab.
  2. You will see a list of all branches under your company account.
  3. The main (parent) branch is marked with a star icon and cannot be removed or reassigned.

 

Step 3: Open the Source Branch

  1. In the list of branches, locate the branch from which you want to transfer sites.
  2. Click the Manage button in that branch’s row.
  3. This will display a list of all sites currently assigned to that branch.

 

Step 4: Find and Select Sites to Transfer

  1. Use the search bar at the top of the site list to locate specific sites by name.
  2. Alternatively, adjust the number of entries shown to scroll through the full list.
  3. Click the checkbox next to each site you want to move to another branch.
    • You can select one or multiple sites as needed.

 

Step 5: Transfer Selected Sites

  1. Once your selections are made, click the Transfer Sites button at the top of the site list.
  2. From the dropdown menu that appears, select the destination branch you want to move the sites to.
  3. Review your selection to ensure accuracy.
  4. Click Transfer Sites to confirm and complete the move.

 

Step 6: Confirm the Transfer

  1. The selected sites will be immediately reassigned to the chosen branch across the SmartLink platform.
  2. Users assigned to the destination branch will now have access to manage these sites.
  3. You can verify the transfer by checking the site list under the new branch.

 

Why Use This Feature?

Transferring sites between branches helps your organization:

  • Maintain accurate site assignments
  • Improve team visibility and oversight
  • Support operations organized by region, department, or project teams
  • Enhance clarity, accountability, and control across your platform

 

Still Need Help?

If you have any questions, please email us at support@weathermatic.com or call us at 888-484-3776.

Thank you!

 

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