Step-by-Step Guide:
Navigate to the Users List: On the left main menu, select the "Users" tab, then click "Users List." (Screenshot at 0:05 shows how to access the Users List.)
Ensure You Are Viewing User Tab: Verify you are under the "Users" tab, which is selected by default when opening the page.(Screenshot at 0:08 shows the users tab.)
Locate the User: Find the client user you wish to modify. You can use the search bar, filter, or sort options to locate them quickly. (Screenshot at 0:13 shows the search and sort options.)
Edit User Profile: To the right of the user's name, click on the profile user icon in their row. (Screenshot at 0:21 shows the location of the profile icon.) This opens the user's profile.
Select the New Branch: At the top of the profile, under "Profile Information," find the "Branch" section. Select the "select Branch" option to change the Clients Associated Branch. Important Note: Changing the branch will cancel this User's subscription. Select with Caution. (Screenshot at 0:27 highlights the correct menu item and note of caution.)
Save Changes: Scroll to the bottom of the page and click the "Save Changes" button. (Screenshot at 1:04 Shows save changes button.)
Confirmation: A confirmation pop-up box will appear indicating that the branch has been changed. The client user will now need to subscribe to a new package with their new branch upon their next app login. (See screen at 1:07 Confirming that a User has been re-assigned.)