Transferring Ownership

In this article:

• Overview
• How to Transfer Ownership

Overview

The workspace Owner role allows the Zengine user who holds that role to perform any task related to configuring or managing a workspace, including deleting the workspace and all the data therein. (For more information about workspace roles, see the article Standard Roles.)

Workspace owners are typically the same representative of an organization responsible for maintaining a paid plan that covers the workspace usage, though this is not always the case. Please note that adding new workspaces for additional program management will affect this plan.

However, at times, the owner of a workspace may leave an organization or take on a new role within the organization. In these events, transferring the ownership of a workspace to someone more involved in the administration of workspaces or programs may be warranted.

How To Transfer Ownership

Only the owner of a workspace can transfer ownership to another workspace member. Transferring ownership of a workspace is simple:

• From the workspace you want to transfer, navigate to Settings & Tools by selecting the "gear" icon in the upper-right corner of any screen in your workspace.

• Select the Members tile under Workspace Settings.

• In the upper-right corner, select the red Transfer Ownership button.

 

• Type in the email address of the person you want to transfer ownership to, and select I understand, transfer my ownership.

• The person you are transferring ownership to will receive an email. They must accept the ownership transfer in order to become the new workspace billing owner. 

Note

While it's best to gain access from the owner's account, if the workspace owner is no longer with your organization or not reachable and/or you don't have access to a workspace, please contact the WizeHive Support Team for the steps needed to gain access.