When you join an organisation, your existing events and templates stay in your Personal workspace. To share them with your team, you need to transfer them. This guide shows you how.

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Why Transfer?

When Medtribe introduced organisations, we needed a way to handle content created before you joined a team. Here’s how it works:

Personal Workspace	Organisation Workspace
Events created before joining an organisation	All new events created after joining
Only you can see them	Everyone on your team can see them
Your personal content	Team-owned content

Transferring bridges these two worlds by moving your personal content into your organisation.

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What Can Be Transferred?

You can transfer:

• Events - Training courses, workshops, conferences
• Email Templates - Custom email designs you’ve created
• Booking Form Templates - Registration form templates
• Application Form Templates - Application and screening forms
• Survey Templates - Feedback and evaluation forms
• Certificate Templates - Certificate designs

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Step-by-Step: Transfer a Single Item

1. Switch to Your Personal Workspace

First, make sure you’re viewing your personal workspace:

1. Look at the workspace switcher at the top of your sidebar
2. Click on it if you’re currently viewing your organisation
3. Select Personal from the dropdown

You should now see your personal events and templates.

2. Find the Item to Transfer

Navigate to the item you want to transfer:

• For events: Go to Events in the sidebar
• For templates: Go to the relevant template section (Email Templates, etc.)

Look for items with the Transfer button visible.

3. Click Transfer

1. Click the Transfer button on the item
2. Select which organisation to transfer to (if you belong to multiple)
3. Confirm the transfer

4. Verify the Transfer

1. Switch to your Organisation workspace using the workspace switcher
2. Navigate to the same section (Events, Templates, etc.)
3. Your transferred item should now appear there

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Step-by-Step: Bulk Transfer Multiple Items

If you have many items to transfer, use bulk transfer to save time.

1. Go to Your Personal Workspace

Switch to your Personal workspace using the workspace switcher.

2. Select Multiple Items

1. Navigate to Events or the template section you want to transfer from
2. Look for checkboxes next to each item
3. Click the checkboxes to select all items you want to transfer

3. Click Transfer Selected

1. With your items selected, click the Transfer Selected button
2. Choose the target organisation
3. Review what you’re transferring
4. Confirm the bulk transfer

4. Wait for the Process to Complete

The transfer processes each item. Once complete, all selected items will be in your organisation workspace.

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What Happens When You Transfer?

Understanding the transfer process helps you make good decisions:

For Events

Before Transfer	After Transfer
Only you can see the event	All team members can see it
Only you can edit details	All team members can edit
Bookings stay with the event	Bookings remain intact
Event history preserved	Full history maintained

For Templates

Before Transfer	After Transfer
Only you can use the template	Team can use it for new events
Your personal template library	Part of team template library
Only you can edit	Team can edit and improve

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Common Questions

Should I transfer all my events?

We recommend transferring everything you want to continue using. Since new content can only be created within your organisation, your personal workspace is for legacy content only.

Transfer if:

• You use the event or template regularly
• Your team should have access
• You want colleagues to help manage it
• You want the team to have records

Keep in personal workspace if:

• It’s a personal test event
• You no longer need it
• It contains sensitive personal content

What if I transfer to the wrong organisation?

Contact Medtribe support at support@medtribe.com. We can help move content between organisations if needed.

Since transfers are one-way, double-check you’ve selected the correct organisation before confirming.

Will my bookings and attendees transfer too?

Yes. All event data transfers with the event:

• All bookings and attendees
• Payment records
• Schedules and sessions
• Email history
• Form responses
• Certificates issued

The event moves as a complete package. Nothing is lost.

Can I transfer just some events and keep others personal?

Yes. You have complete control over what to transfer. Transfer only the items you want your team to access. Keep personal or test events in your personal workspace.

I belong to multiple organisations. Can I choose where to transfer?

Yes. When you click Transfer, you’ll see a dropdown to select which organisation receives the item. Choose carefully - transfers are permanent.

What about events with future bookings?

Transfer them. Future bookings, attendee communications, and scheduled emails all continue working normally after transfer. Your attendees won’t notice any difference.

How long does bulk transfer take?

Bulk transfer processes items one at a time but is quite fast. A batch of 20-30 items typically completes in under a minute. You’ll see a confirmation when complete.

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Best Practices

Before You Transfer

1. Review what you’re transferring - Make sure you want your team to have access
2. Check the target organisation - Confirm you’re sending to the right place
3. Consider templates too - Don’t forget to transfer useful templates

After You Transfer

1. Verify the transfer - Switch to your organisation workspace and confirm items appear
2. Inform your team - Let colleagues know new content is available
3. Clean up personal workspace - Archive or delete items you no longer need

Recommended Transfer Order

1. Templates first - Transfer templates so team members can use them immediately
2. Active events - Transfer events with upcoming sessions
3. Historical events - Transfer past events for record-keeping
4. Test events - Leave test/draft events in personal workspace

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Quick Reference

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What Can Be Transferred

Item Type	Can Transfer?	Notes
Events	Yes	Includes all bookings, schedules, history
Email Templates	Yes	Available to whole team after transfer
Booking Form Templates	Yes	Team can use for new events
Application Form Templates	Yes	Team can use for new events
Survey Templates	Yes	Team can use for new events
Certificate Templates	Yes	Team can use for new events

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Need Help?

Contact Support:

• Email: support@medtribe.com
• Book a demo

Common requests we can help with:

• Moving content between organisations
• Questions about what transfers
• Help with bulk transfers
• Training for your team