Migrating an Agent from Personal to Organization Profile

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Hi, is there a way of migrating or “moving” an agent from a personal profile into an organization profile?

· Sorted by Oldest

Alon J.
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Hey Ra'eesah! Yeah 😄 You can either:
1.
Right click on the Lindy and choose the 'Move to Workspace' option if you'd like to fully move it
2.
Use the 'Share Agent' option if you'd like to keep it in the same workspace, but allow it to 'live' in both workspaces
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Ra'eesah H.
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Hi thank you for the advice, I have previously tried 'Move to Workspace' but it does not work. Still does not show up in the organisational workspace.
Alon J.
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Hey Ra'eesah! Hmm -- Are you able to send a screen recording? If not, I can hop into your workspace to give this a try!

Alon J.
·
·
Hey Ra'eesah! Yeah 😄 You can either:
1.
Right click on the Lindy and choose the 'Move to Workspace' option if you'd like to fully move it
2.
Use the 'Share Agent' option if you'd like to keep it in the same workspace, but allow it to 'live' in both workspaces
Loading attachments
Ra'eesah H.
·
·
Hi thank you for the advice, I have previously tried 'Move to Workspace' but it does not work. Still does not show up in the organisational workspace.
Alon J.
·
·
Hey Ra'eesah! Hmm -- Are you able to send a screen recording? If not, I can hop into your workspace to give this a try!