Bulk Eject Sub-Accounts
What Is Bulk Eject?
The Bulk Eject feature enables agency owners to transfer multiple sub-accounts into new, independent agency accounts in one streamlined operation. This saves significant time, reduces manual effort, and ensures you continue earning affiliate commissions from subscriptions associated with those accounts. Whether you're scaling your operations, offboarding clients, or supporting new agency growth, Bulk Eject simplifies the process.
Benefits of Using Bulk Eject
- Scalability and Efficiency: Transfer numerous sub-accounts simultaneously, minimizing repetitive tasks and reducing potential errors.
- Enhanced Tracking: A dedicated tracking screen provides real-time updates on the status of each ejection.
- CSV File Support: For large-scale transfers, upload a CSV file containing Location IDs and nominee details.
Who Should Use Bulk Eject?
This feature is particularly useful for:
- Agency owners streamlining operations by moving multiple sub-accounts to new agencies.
- Agencies winding down and converting sub-accounts into standalone agencies.
- Small business owners transitioning to agency ownership.
- Affiliates operating incubation models to train and transition new agency owners.
- Larger agencies focusing on high-value clients and transferring others in bulk.
How Bulk Eject Works
Step 1: Initiate the Bulk Transfer
Navigate to the Transfer Locations page in your CRM. Click Bulk Transfer Sub Accounts and select Eject to a New Agency. You can manually choose multiple sub-accounts or upload a CSV file with location details for bulk processing.
Step 2: Nominee Accepts the Request
Each nominee receives an email invitation from your agency. They must accept the request, which redirects them to the CRM app to proceed.
Step 3: Nominee Creates Their Agency
After logging in, nominees provide basic details for their new agency, such as agency name, phone number, and billing address. Once completed, the new agency inherits the original sub-account, including all assets and users.
Affiliate Commissions
Your agency automatically becomes the affiliate for each new agency created through Bulk Eject. You'll continue earning recurring commissions based on the subscriptions of these new agencies.
Important Notes
- Only agency owners can access and perform bulk eject actions.
- Sub-accounts can be transferred via manual selection or CSV upload.
Frequently Asked Questions
Who can use the Bulk Eject feature?
Only agency owners have access to Bulk Eject.
Do I lose affiliate commissions after ejecting accounts?
No. You automatically become the affiliate for each new agency and continue earning recurring commissions.
Can I eject a single sub-account, or does it require multiple?
You can eject a single sub-account, multiple selected accounts, or use a CSV for bulk transfers.
What happens to the sub-account’s assets and users after ejection?
All assets and users remain intact and are inherited by the newly created agency.
How do nominees set up their new agency?
Nominees receive an email invitation, log in to the CRM, and enter basic details to complete agency setup.
Can staff members access Bulk Eject?
No. This feature is available only to agency owners.