This page is the dialog behind **Move to organization** and **Assign editor**. It also covers moving a whole folder such as **Utrecht 2026** into a team workspace.

![Plan actions menu with Copy link, Move to folder, Duplicate, and Move to organization](https://hel1.your-objectstorage.com/traffic-chart-tutorials/helpcenter/en/traffic-plans/library/04-plan-actions-menu.png)

![Move “Demo traffic plan — Amsterdam works” to an organization — Move recommended versus Copy](https://hel1.your-objectstorage.com/traffic-chart-tutorials/helpcenter/en/traffic-plans/library/08-move-copy-dialog.png)

Use it when **Demo traffic plan** still lives in **Personal** and Acme Events should own it, or when the wrong person has the pen. Skip it to share a read-only URL — that is **Copy link**, not **Copy**. Skip it to file a plan inside the same workspace — that is **Move to folder**.

You cannot create an organization yourself. Join first: [Join an organization](/hc/test/articles/joining-an-organization). Roles after you are in: [Organizations and members](/hc/test/articles/organizations-and-members).

## When you need this

- **Demo traffic plan** is on **My traffic plans**, and colleagues on Acme Events cannot see it in **Acme Events traffic plans**.
- You joined Acme Events, accepted the invite, and the library still looks personal.
- Review locked the personal plan, and you need a *separate* organization version.
- Sam Rivera should edit; Alex de Vries should only view.

You do **not** need this to let a municipality look. Send **Copy link**. Viewers do not become members and do not become the assigned editor.

## Move to organization (Personal only)

**Move to organization** appears on the plan ⋮ menu only while you are in **Personal**, and only if **Switch workspace** lists at least one organization.

You cannot run it from **Acme Events traffic plans**. You cannot send a plan back to **Personal**. You cannot send it from Acme Events to another organization.

1. **Switch workspace** → **Personal**.
2. Open **Plans**.
3. ⋮ on **Demo traffic plan** → **Move to organization**.

### Before you pick a destination

The dialog title is **Move “Demo traffic plan” to an organization** (the quotes use the real plan name).

Until you choose an organization, the only field is **Destination organization**, starting at **Choose an organization**. The help line is **First choose which organization this should go to.**

**Cancel** closes without changes.

If you belong to one organization, the app may fill **Acme Events** for you and skip that empty first step.

### How should it go?

After a destination is selected, the description is: **Move ownership into a team workspace, or keep a personal copy and create a separate organization version.**

Label: **How should it go?**

Two cards:

**Move** — badge **Recommended**. **Leaves your Personal workspace. Same public link. The organization becomes the owner.**

**Copy** — **Keep the plan in Personal. The organization gets a separate plan with a new public link.**

| | **Move** | **Copy** |
|---|----------|----------|
| **Personal** library | Plan leaves | Plan stays |
| Public URL | Same **Copy link** / **Sharable link** | New URL for the organization plan |
| Who owns it | Acme Events | Personal keeps the original; Acme Events has a separate plan |
| **Paid** on the original | Travels with the moved plan | The copy is not **Paid**. Unlock the organization plan separately if you need unlimited signs there |
| Button | **Move plan** | **Copy plan** |
| While it runs | **Moving…** | **Copying…** |
| Success | **Plan moved to Acme Events** | **Plan copied to Acme Events** |
| Failure | **The plan could not be moved to that organization.** | **The plan could not be copied to that organization.** |

Choose **Move** when the team should become the source of truth and you do not need a private leftover.

Choose **Copy** when you still want to draw in **Personal**, or when move is blocked (review).

After **Move**, open **Switch workspace** → **Acme Events**. **Plans** retitles to **Acme Events traffic plans**. Creating you as the mover makes you the assigned editor on that organization plan.

### Under review — move unavailable

If municipality review has locked the personal plan, **Move** is disabled.

Amber panel title: **Under review — move unavailable**.

Body: **Plans with an active municipality review stay in Personal. You can still copy this plan into an organization if you need a separate version.**

If you still try to move (API or a race), the error is **A plan under review cannot be moved. Copy it instead, or wait until the review is finished.**

**Copy** stays available. The organization version is a separate drawing with a new public link. It does not take the review dossier with it. Do not copy to dodge comments the municipality already left — [My plan is locked for review](/hc/test/articles/plan-locked-for-review).

**Approved** in the app is not a legal permit. It does mean this drawing is accepted in Traffic Chart and stays locked. You still cannot **Move** a locked plan.

## Assign an editor

In **Acme Events**, everyone with access can **Open** the plan. Only the **assigned editor** can change, duplicate, or delete it. Other members get **Plan is read-only**.

Creating a plan in the organization makes you the assigned editor.

Only **Owner** and **Administrator** see **Assign editor** on the plan ⋮ menu. **Member** does not.

1. **Switch workspace** → **Acme Events**.
2. **Plans** → ⋮ on **Demo traffic plan** → **Assign editor**.

Dialog title: **Assign an editor to “Demo traffic plan”**.

**Choose the one active member who can edit this plan. Owners and administrators can change the assignment later.**

Field **Assigned editor**, starting at **Choose an editor**. Pick Sam Rivera.

If the current editor is no longer an active member, that option is listed disabled as **Sam Rivera (membership inactive)**. You cannot leave the plan on an inactive membership. Choose someone **Active**, then save.

- **Save assignment**
- While it runs: **Saving…**
- **Cancel**
- Toast **Editor assignment updated**
- Failure **The editor assignment could not be updated.**

The library row then shows **Editor: Sam Rivera**.

If Sam’s membership is later suspended, nobody can edit until an owner or admin assigns someone else. Leaving Acme Events does not delete organization plans.

Checkout and spending a credit also need edit access. An owner who is not the editor cannot pay on a colleague’s plan. Reassign, then pay.

Seeing the map is not editing. If the header says **Plan is read-only** and you expected the pen: [I can’t open or edit a plan](/hc/test/articles/cannot-edit-plan).

## Move a folder into an organization

On **Personal**, folder ⋮ → **Move to organization**. There is no **Copy** card for folders. The structure is recreated in the destination. Plans that cannot move stay behind.

Title: **Move folder “Utrecht 2026”**.

Until you pick **Destination organization**, the help is still **First choose which organization this should go to.**

After you pick Acme Events: **Move this folder and its plans into an organization workspace. Folder structure is recreated there.**

Three counts:

| Label | Meaning |
|-------|---------|
| **Will move** | Plans in this folder (and subfolders) that can leave Personal |
| **Subfolders** | Nested folders that will be recreated |
| **Stay personal** | Plans under review that cannot move |

Buttons: **Move folder** / **Moving folder…** / **Cancel**.

### Folder outcomes

Empty folder (no plans at all): **This folder has no plans. The folder structure will still be moved to the organization.** Success toast **Folder moved to Acme Events**.

Mix of movable and locked, for example four free to move and one under review: amber title **Plans under review stay personal**. Body: **1 plan(s) under review will stay in your Personal workspace and cannot be moved. Copy those individually if you need organization versions.**

Success in that mix: **Moved 4 plans to Acme Events. 1 stayed in Personal (under review).**

If every plan is under review: **Every plan in this folder is under review, so nothing can be moved. Copy individual plans if you need organization versions.** **Move folder** stays off.

All movable, nothing skipped: **Moved 4 plans to Acme Events**.

Failure: **The folder could not be moved to that organization.**

Copy the locked plans one by one with **Copy** on each plan if the team needs a version they can still draw on. Wait until review finishes if they must keep the *same* public link.

## After you accept an invite

**Accept invitation** does not switch workspace.

You can still be looking at **My traffic plans** with none of Acme Events’ folders.

Do this immediately:

1. Click your initials and first name.
2. Under **Switch workspace**, choose **Acme Events**.
3. **Plans** retitles to **Acme Events traffic plans**.

Then **Move to organization** from **Personal** if **Demo traffic plan** was drawn before you joined.

New plans from **Home** go to whichever workspace you last opened. If you skip the switch, the next **Demo traffic plan** is created in **Personal** again and colleagues will not see it.

## Worked example

Alex de Vries invites Sam Rivera to Acme Events as **Member**. Sam accepts, then **Switch workspace** → **Acme Events**. The team library is empty.

Sam switches back to **Personal**, opens **Demo traffic plan**, **Move to organization**, destination **Acme Events**, **Move** (**Recommended**), **Move plan**. Toast **Plan moved to Acme Events**. The public link Sam already emailed the contractor is unchanged.

On **Acme Events traffic plans**, the row shows **Editor: Sam Rivera**. Alex can **Open** the plan and cannot place signs.

Later the owner uses **Assign editor** and picks Alex. Toast **Editor assignment updated**. Sam now gets **Plan is read-only**.

## What good looks like

The plan you care about sits under **Acme Events traffic plans** (or you knowingly kept a Personal original after **Copy**). **Editor:** names the one person who may draw. Review-locked plans remained in **Personal**. You did not paste a **Copy link** URL and call that membership.

## If something blocks you

| Situation | What to try |
|-----------|-------------|
| No **Move to organization** | You are not on **Personal**, or **Switch workspace** has no organization |
| **Under review — move unavailable** | **Copy**, or wait for review |
| Colleagues still cannot see the plan | They must **Switch workspace** to Acme Events |
| You can open but not draw | You are not the assigned editor — [I can’t open or edit a plan](/hc/test/articles/cannot-edit-plan) |
| Invite accepted, still **My traffic plans** | **Switch workspace** |
| **The editor assignment could not be updated.** | Confirm the person is **Active**, retry |

## Related articles

- [Organizations and members](/hc/test/articles/organizations-and-members)
- [Folders, search, and the plans library](/hc/test/articles/folders-and-the-library)
- [I can’t open or edit a plan](/hc/test/articles/cannot-edit-plan)
- [My plan is locked for review](/hc/test/articles/plan-locked-for-review)
- [Join an organization](/hc/test/articles/joining-an-organization)
- [Share a plan and read-only view](/hc/test/articles/share-link-and-read-only)