If you belong to more than one organisation, you can move a folder from one to another. Its subfolders and items move with it. For example, if you signed up on your own and later joined your company's organisation, you can bring your equipment across.
Before you start
You need the Admin role in both organisations. See Roles.
You can only move a folder on the web app.
A move can't be undone. Labels, inspection frequencies and custom field values are removed from the items, and moving the folder back doesn't restore them.
Move a folder
Switch to the organisation the folder is in now.
Open Settings and select the Advanced tab.
Under Move a folder to another organisation, select Move folder.
Under Move to, choose the organisation. Then choose the folder and select Review move.
Check what moves and what's removed, then select Continue.
Type the folder's name to confirm, and select Move folder.
What moves and what doesn't
Moves with the items
Serial numbers and item details
Inspection history and item history
Removed from the items
Labels
Inspection frequencies, and their next due dates
Custom field values
Assignments to people
Stays in the original organisation
The empty folders, with their permissions and notification settings
Checklists and inspection frequency templates
Each item's history records the move, including who it was assigned to and where it was kept before. Nothing in it is deleted.
Where the folder ends up
The folder arrives at the top level of the other organisation's inventory. Its name shows where it came from, for example Rescue kit (moved from Summit Rescue).
It arrives as a restricted folder, so only admins can see it. When your team should see it, change who can access it. See Folder Permissions.
When a folder can't be moved
The review tells you if a folder can't be moved, and why:
Some items use a SKU your organisation created. Your own SKUs stay in your organisation, so items that use them can't move. Move those items out of the folder, then try again.
The other organisation doesn't have room. Its plan has fewer spaces left than the folder has items. Upgrade its plan, or move a smaller folder.
The folder has no items, including in its subfolders.