Transfer Account Ownership

What this guide covers

This guide explains how to transfer workspace ownership from one team member to another. Ownership transfer is necessary when the account creator leaves the business or a new person takes over operations.

What the Owner role includes

The workspace Owner has all Admin permissions plus:

• Access to billing and subscription settings.
• Ability to delete the workspace.
• Ability to transfer ownership to another member.
• Cannot be deactivated or removed by other admins.

Only one person can hold the Owner role at a time.

Requirements for transfer

Before you can transfer ownership:

• The new owner must be an active member of the workspace.
• The new owner must have the Admin role (or it will be upgraded automatically during transfer).
• You must be the current workspace Owner.
• You need to confirm the transfer with your password.

How to transfer ownership

1. Navigate to /settings > Workspace > General.
2. Scroll to the Ownership section.
3. Click Transfer Ownership.
4. Search for the new owner by name or email.
5. Select them from the results.
6. Enter your password to confirm.
7. Click Transfer.

Screenshot: The Transfer Ownership dialog with the member search field and password confirmation.

What happens after transfer

• The new owner receives the Owner role immediately.
• The previous owner is downgraded to Admin.
• The new owner receives an email confirming the transfer.
• Billing and subscription management transfers to the new owner.

Note: The transfer is immediate and cannot be undone by the previous owner. The new owner must perform another transfer to return ownership.

When ownership transfer is blocked

Transfer is blocked if:

• The selected member is deactivated.
• The selected member has a pending invitation (not yet accepted).
• You entered the wrong password.

Tip: Before transferring ownership, make sure the new owner understands their responsibilities, especially billing management and workspace deletion access.

Related articles

• Set Up Roles and Permissions
• Deactivate Team Members
• Invite Team Members