You can move members to a different program and/or role directly from the program member list — individually or in bulk. Compliance history is preserved, and requirements are automatically recalculated for the new program and role.
Note: Members can also belong to multiple programs at once. If someone should be in both programs, simply add them to the second program instead of moving them.
Move a Single Member
Navigate to the program's member list.
Click the ellipsis (⋮) at the right end of the member's row and select Move Member.
In the modal, under Move to, choose the destination Program and Role, then click Confirm.
Review the From → To summary. You'll see the note: "Compliance history will be preserved. Requirements will be recalculated." Use Back if you need to change anything.
Click Move Member.
The member will now appear in the destination program with their new role.
Move Multiple Members at Once
In the program member list, check the checkbox on each member you want to move (or use the header checkbox to select all).
In the floating bar at the bottom of the list, click Move Members.
Choose the destination Program and Role. Tip: click the count badge to see exactly who's selected.
Click Confirm.
Good to Know
Compliance history is preserved. Nothing already completed is lost. Requirements are recalculated for the new program/role, so members may see new items to complete.
Moves are within your organization only.
Bulk moves are per-program — you can't combine members from multiple source programs in one move.
If a member already exists in the destination program with that role, the move is skipped rather than creating a duplicate.
Don't see the Move option? Directors and Managers can only move members in programs they oversee.