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Transfer projects between workspaces or as a final hand-off to a client. A plus, pro, or enterprise plan is required to receive project transfers.
In this guide:
Transfer a project between workspaces
The owner ****and ****admin in a workspace can initiate project transfers between workspaces they are in. This is common when organizing projects, or controlling member access.
- From the workspace dashboard, select a project to view its settings
- Select
Transfer
- Under Transfer destination select ****
To workspace
.
- Select the preferred workspace in the drop-down menu.
- You can choose to create a duplicate of the project that will stay in the workspace. Duplicating a project creates an exact unpublished copy.
- Select
Review transfer
- After making sure your information is correct, select
Confirm
- Your project will now have a pending icon until an owner or admin in the receiving workspace approves it. If you are the owner or admin of the receiving workspace
Keep in mind
- Transferring a project that uses a custom domain will transfer the custom domain to the new workspace.
- Transferring projects changes ownership to the receiving workspace owner.
- Members of the receiving workspace will be able to edit and manage settings on the project.
<aside>
💡 Tip: Create multiple workspaces to control which workspace members can see projects. Often people create a ‘private’ workspace where no other members are invited.
</aside>
Transfer a project to another user
The owner ****and ****admin in a workspace can initiate project transfers to other users. This is common when handing a project off to a client.
- From the workspace dashboard, select a project to view its settings
- Select
Transfer
- Under Transfer destination select ****
To user
.
- Enter the recipient email.
- You can choose to create a duplicate of the project that will stay in the workspace. Duplicating a project creates an exact unpublished copy.
- Select
Review transfer
.
- After making sure your information is correct, select
Confirm
.
- Your project will now have a pending icon until the recipient approves it.
Keep in mind
- The recipient will receive an email notifying them of the transfer request.
- If the recipient does not have an account, they will be directed to sign up.
- A plus, pro, or enterprise plan is required to accept the project transfer.
- You can cancel a transfer by going to the project settings and selecting
Cancel transfer
Accept a project transfer
If you are the recipient of a project transfer, a notification to review pending transfers will appear in the dashboard beside your avatar. Additionally, as the recipient you will receive an email to review the project transfer.
- In the dashboard, navigate to approvals by selecting your avatar or
Approvals
****from the dropdown.
- Within the Approvals section, review your pending transfer requests
- Select
Review
- In the prompt, select a workspace to transfer into
- Select
Transfer project
to approve the transfer.
Keep in mind
- The recipient of a project transfer must have a plus, pro, or enterprise plan to accept it.
- Declining a transfer will deny it and the sender will retain the project in their workspace.
Related guides
Approvals
Workspaces
Workspace members