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Transfer a Workspace
Transfer a Workspace

Users on our Agency plans can use easy ownership transfer

Chris Coleman avatar
Written by Chris Coleman
Updated over a week ago

If you are not on an Agency plan...

Ownership transfer is not typically supported, but we are typically happy to handle one-off occurrences via support. Reach out to us and let us know which workspace to transfer, and the destination. If you make multiple transfer requests, we may ask you to upgrade to an Agency plan.

If you are on an Agency plan...

The transfer ownership action can be found in the menu icon of the client dashboard.

Transfer Ownership is accessible from the Client Dashboard.

You will be able to select a workspace from within your Agency plan instance to transfer ownership:

Choose a workspace from your Agency to transfer.

Next, choose a client Instance to transfer to workspace to:

Choose a client instance to transfer the workspace.

Confirm the transfer. A copy of the workspace will be transferred into the client Instance.

Once complete, you can navigate to the client Instance from the client dashboard and see the workspace in your client's Instance. It's recommended that any development from this point on be done on the workspace that is hosted in the client Instance. Changes to the copy on the Agency instance will not be reflected in the copy of client Instance.

For more information, see our full documentation at https://docs.xano.com/team-collaboration/agency-plan/transfer-ownership

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