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Transferring Workspace Ownership

You can transfer ownership of your workspace to another team member at any time. This is useful when you’re leaving the company, reorganizing your team, or changing leadership.

Requirements

Before you can transfer ownership, make sure:
  • The person you want to transfer to is already a member of your workspace
  • They have the Admin role (or higher)
  • If they’re a Viewer or Editor, you’ll need to promote them to Admin first
If they’re not yet a member, see Inviting Team Members.

How to Transfer Ownership

  1. Go to Workspace Settings — Click the gear icon in the top-right corner
  2. Navigate to the Team tab
  3. Find the member you want to make the new owner
  4. Click the role dropdown next to their name
  5. Select “Transfer ownership to this member” or “Make owner”
  6. A confirmation dialog will appear
  7. Review the information and click “Confirm transfer”
The ownership transfer is immediate and irreversible.

What Happens When You Transfer Ownership

When you transfer ownership, several things change: You become an Admin
  • You’re automatically demoted from Owner to Admin
  • You’ll retain access to the workspace and can still manage settings
  • You cannot transfer ownership again (only the new Owner can do that)
The new person becomes Owner
  • They have full access to workspace settings and billing
  • They can transfer ownership to someone else later if needed
  • They can remove you from the workspace if they choose
Your permissions change
  • You can no longer transfer ownership
  • You can no longer delete the workspace
  • You can no longer access billing payment methods
  • You can still manage team members and settings as an Admin

Who Should Be the New Owner?

Choose someone who:
  • Is a long-term member of the team
  • Understands how your organization uses Alana Shopping B2B
  • Can be trusted with full workspace access
  • Will be responsible for workspace maintenance and security
Usually, this is a team lead, department manager, or company leader.

Revoking Transferred Ownership

If you transfer ownership and change your mind:
  1. Ask the new Owner to transfer ownership back to you, or
  2. Ask the new Owner to promote you back to Owner (if they choose)
The new Owner has full control and decides who has what access.

Before You Transfer

Consider these questions:
  • Are you leaving the company? — The new owner should be someone staying long-term
  • Is this temporary? — You can transfer back anytime (if the new owner agrees)
  • Does the new owner understand the role? — Make sure they know what being an Owner means
  • Are there any pending decisions? — Resolve billing, security, or team issues before transferring

Troubleshooting

I can’t find the transfer option
  • Make sure the member is an Admin (or Owner)
  • Only Owners can transfer ownership
  • Refresh the page and try again
I want to transfer to someone who isn’t an Admin
  • First, change their role to Admin
  • Then follow the transfer steps above
I accidentally transferred to the wrong person
  • Ask the new Owner to transfer ownership back to you
  • Or ask them to promote you to Owner

After the Transfer

Once ownership is transferred:
  • Check that the new Owner has access to everything they need
  • Make sure billing information and payment methods are updated if necessary
  • Review workspace settings and security with the new Owner
  • Document any important workspace procedures or configurations

Need More Help?

If you run into issues during the transfer or have questions, our support team is here to help.
Need help? Contact our support team
Last modified on February 16, 2026