Terminate the role in the office the agent is leaving and then hit submit.  This will remove the active roles in dash for this agent for the office they are leaving.  You are terminating the agent in dash since they are moving to a different franchise ID.

1. Click People and search for the agent
2. Click Agent Basics
3. Click on the position field under positions
4. Enter terminated date
5. Click save
6. Click submit

Once you have successfully submitted the agent with the terminated role(s), then check the exclude box to prevent them from resending to dash and fill in the terminated date for the person

1. Check the exclude box,
2. Enter terminated date
3. Click save

Remove any agent MLS ID's from the People links page

1. Click on the MLS ID of the agent
2. Click delete

To create a new person type in darwin Cloud, take the following steps:

1. Click the People menu
2. Click the new button to start adding a new person type

Person Details: Select person type and enter details according to requirements

1. Select Agent as a person type from the drop-down list
2. Fill in the first name, last name in the field
3. Click next

4. Select company from the drop-down list
5. Select office from the drop-down list
6. Click add

User must fill in the information on the following submenus:

• Person basics
• People links
  • Including the MLS IDs for all of their MLS'
• Agent Basics
  • CHECK THE EXCLUDE BOX TO PREVENT THE AGENT FROM SENDING TO DASH WHILE WE ARE MAKING ADJUSTMENTS
• Web profile
• Commission

User must have the Modify GUID role

1. Click Security
2. Click search
3. Enter a part of the user name
4. Click search
5. Check Modify GUID
6. Click save

Copy the person guid, atguid, and the company staff guid from the Company A person to the Company B person from People links

For instructions click here

To submit the agent to the new office:

1. Uncheck the exclude check box
2. Click save
3. Click submit 

• For the listings in Company A, withdraw the listings with a withdrawn date of today and add WD to the MLS #
• For the pendings in Company A:
  • if they are going to close under Company A do nothing
  • if they are moving to Company B, cancel the pendings, add CA to the MLS number and do not bring the listing back as a new active listing
• To get the listings and pendings into Company B:
  • if there are only a few properties, use the pull and push from the dash board to pull them in as new records and confirm they pulled into the new company attached to the new agent record
  • if there are many records, run or ask support@accounttech.com to run the feeds for these listings in full mode
• If there is any escrow being held for the Pending properties you will need to manually transfer it
• If there is any recoverable property expenses user will need to transfer that as well

User will need to set up the commission plan on the new agent in Company B

User will need to make sure they have the correct level and totals

User may need to manually transfer Agent billing info and expense recovery

If there are any overrides for recruiters or mentors or such, those may have to be transferred

If you are matching the agents by their PublicID in skyslope, user will need to update the PublicID in SkySlope with the new ATGuid