Reassigning a Business to a Different Advisor
To reassign a business, you must be an Admin for your company on the interVal Platform.From the Business Clients, tab search for the business you would like to reassign.
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Click the Actions button beside the business name and select Change Manager
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Use the drop-down menu to select the name of the advisor that needs to be assigned to the business. Click Confirm.
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The business will now appear in the Business Clients list for that advisor when they log in to the platform.
Note: a business an only be assigned to an advisor who has an account on the interVal platform. To invite a new advisor to join, visit this helpdesk article.