How to move a Microsoft 365 tenant to another CodeTwo Admin Panel account

Problem:

You would like to move your Microsoft 365 (Office 365) tenant to a different CodeTwo Admin Panel account.

Solution:

If you don't need another CodeTwo Admin Panel account, you can simply transfer the ownership to the account where the tenant in question is registered to another organization. See this article to learn how to do so

If you want to move only a specific tenant from one CodeTwo Admin Panel account to another, or if the organization to which you want to transfer the tenant already has a CodeTwo Admin Panel account in which there are other tenants registered, you need to deregister the tenant in question from the current CodeTwo Admin Panel account and then register it under the new account. Follow the steps below to do so.

To register a Microsoft 365 tenant to a different CodeTwo Admin Panel, you need to:

1. Sign in to your current CodeTwo Admin Panel.
2. Go to the Tenants page and click the tenant you would like to move.
3. (Optional) From the left menu, click Scope & region and note down or take a screenshot of the scope of licensed users. These are the users who consume licenses and benefit from the CodeTwo service (get signatures, automatic replies, etc.). Learn more about this scope
4. Go to Tenant deregistration and click the Deregister permanently button (Fig. 1.).

Fig. 1. Deregistering the tenant to be moved.

4. Proceed with the wizard and deregister your tenant from the original account.
5. Sign in to the CodeTwo Admin Panel account where you want to move your tenant.
6. Register your tenant, as described here. Here's what you need to do to recreate the settings from your previous CodeTwo Admin Panel account:
   • In the Scope & region step, select the same scope of licensed users that you noted in step 3.
   • If you use the cloud or combo signature mode, make sure that you specify the same scope of senders as in your previous CodeTwo account (as mentioned above). You can do that in the Users step of the tenant registration wizard (if you selected the automatic configuration of Exchange Online connectors). Otherwise, follow these steps to learn how to define the scope of senders manually by configuring the CodeTwo Exchange transport rule in Exchange Online.

If you register your tenant in the same Azure region as before, you will have all of your created rules and templates back. This is because rules and templates are assigned to a Microsoft 365 tenant and a CodeTwo region, not to a CodeTwo Admin Panel account.

See also:

• How to manage various settings of a CodeTwo Admin Panel account