Transfer a project to another Plus or Pro Standards account. Transferring allows project hand-off to a different Owner or Admin. After initiating a transfer, view the status and manage other transfers from the Approvals page in your account. If the recipient does not have a Standards account, they will be invited to create one.

In this guide:


Transfer a project to a workspace

The Owner or the Admin of the workspace are the only users with transfer permissions.

  1. From a workspace view in the Dashboard, hover over a project, click on Settings
  2. Click Transfer
  3. Under Transfer destination click ****To workspace. Select the preferred workspace in the drop-down menu.
  4. Un-check the box if you would not like to keep a duplicate of your project.
  5. Click Review transfer
  6. After making sure your information is correct, click Confirm