Managing Agency Resources, Data, and Structure During Subscription Changes or Transitions in Tern
Overview
When managing a sub-agency under a host agency in Tern, or during subscription changes, it's important to understand the policies surrounding sub-agency independence, shared resources, oversight, and data handling. This article will address commonly asked questions to help you navigate these scenarios.
Sub-Agency Structure and Resource Sharing
Retaining Sub-Agency Independence Within a Host Agency
When your team becomes part of a larger host agency in Tern, your sub-agency retains its independent structure. Here are the key points:
Shared Resources: Your sub-agency continues to operate with its own shared templates, workflows, and resources. These remain accessible exclusively to your team.
Oversight: As the sub-agency owner, you maintain oversight of your team's sales and activities. This ensures smooth operations and alignment with your agency's goals.
Host Agency Visibility: While the sub-agency operates independently, the host agency has visibility across all its sub-agencies. This facilitates broader organizational management.
Data Management During Agency Transitions
Handling Data When Moving Under a Host Agency
When transferring your agency under another agency’s umbrella in Tern, rest assured that your data and resources are managed securely. Key details include:
Retention of Personal Data: Your bookings, contacts, and historical imports remain under your account and are transferred into the new agency structure.
Shared Trips Access: Trips that were shared with you by your previous agency will no longer be visible on your dashboard following the transition. However, this does not affect your own active bookings or data.
Effects of Subscription Cancellation on Resource Access
If you cancel your agency seat subscriptions after moving to a host agency, your team and connections within your agency remain intact. The only change is in subscription billing; access to shared resources and team structures is unaffected.
Frequently Asked Questions 4. What happens if I cancel my agency seat subscriptions after moving to a host agency? If you cancel your agency seat subscriptions after moving to a host agency, your team and connections within your agency remain intact. The only change is in subscription billing; access to shared resources and team structures is unaffected.
1. Can I still customize my workflows and resources?
Yes, as a sub-agency within a host agency, you still have full flexibility to manage and customize your own templates, workflows, and resources.
2. Will the host agency monitor my team’s individual bookings?
The host agency primarily has visibility to ensure effective management but does not control your team’s specific bookings or operational details.
3. What happens if I leave the host agency?
Your personal bookings and contact data remain with you, but access to any shared trips or resources from the host agency will be discontinued.