Transferring Account Ownership
Review the account details and responsibilities involved when ownership needs to change.
1. Overview
This article explains transferring account ownership and the account information you should review before taking action.
Use your Dashboard to check the Workspace details available for your account before you continue.
2. When Ownership Changes
The available information can help you understand what to consider:
Team activity records
Current Workspace details
Relevant Members
Review these details carefully so the next step fits your Workspace and team needs.
3. Before You Transfer Ownership
Your Dashboard provides a central place to review information related to transferring account ownership.
Before you continue, check the account details that are currently shown.
Current Workspace details
Relevant Members
Available Seats
Checking the available information first helps you avoid unnecessary team changes.
4. How to Start a Transfer
Start from your Dashboard to review the option available for your Workspace.
Follow these general steps:
1. Open your Dashboard and select the relevant Workspace.
2. Review the available information for the change.
The details shown provide the most relevant guidance for your account.
5. Reviewing Account Details
The information displayed during this process explains how the selected action relates to your Workspace.
Review the current details and any status information before confirming.
Relevant Members
Use the details shown in your Dashboard rather than relying on assumptions.
6. Workspace Responsibilities
Your Dashboard shows records and account details relevant to transferring account ownership.
Depending on your account, you may need to review:
Current Workspace details
Relevant Members
Available Seats
Assigned Roles
Keep this information accurate so it remains useful for future team review.
Useful records may also include:
Relevant activity details and confirmation information
7. Member Access
Keeping relevant Workspace information organized makes future review easier.
Assigned Roles
Account access information
Team activity records
Current Workspace details
Use available records as a reference for your internal process.
8. Billing and Records
Timing and status for team activity are shown with the relevant account details.
Account access information
Team activity records
Use the available information instead of making assumptions about timing.
9. Confirming the Change
If something does not look right, review the account information before taking further action.
Have these details ready:
Account access information
Team activity records
The information shown for your account is the best starting point for resolving a question.
10. Key Takeaways
transferring account ownership is managed from your Dashboard
Review Workspace details before confirming
Use your Dashboard to check status
Keep relevant team records available
Follow the information shown for your account
