Transferring ownership of a workspace is an essential process when a team member is leaving, changing roles, or when administrative responsibilities need to be reassigned. Ensuring a smooth transition helps maintain workflow continuity, protects important data, and keeps all team members aligned.
Steps to Transfer Workspace Ownership:
Note: You must be the Owner of the Workspace to access this feature and transfer ownership to another user.
Make sure you are in the correct workspace
Click on Settings
Under General, scroll to "Danger Zone" and click to expand the section
Click "Transfer Ownership"
Select the user you wish to transfer ownership to. You can also write a message, then click "Transfer"
Note: You can only transfer ownership to Admin users, this does not include "pending users".
Once you complete this process, a confirmation prompt will appear, followed by a success notification. Below are some example references from other users for your guidance.
Both the previous owner and current owner will receive an email notification to confirm the changes.
Conclusion: Successfully Transferring Ownership of Your Workspace
Transferring ownership of your workspace is a straightforward process that ensures a smooth transition while maintaining data integrity and team access. Once the transfer is complete, the new owner will have full administrative control, allowing them to manage settings, permissions, and billing.
To ensure a seamless handover:
Double-check that all critical information and access rights are updated before finalising the transfer.
Notify your team of the change to avoid any disruptions.
Reach out to support if you encounter any issues during the process.
With ownership successfully transferred, you can confidently step into your new role while ensuring continuity for your team.