flamel
DOCS

Transfer a workspace

Hand a workspace to a new owner. Keep history, swap users, reconnect socials.

For Hub admins. Don't remove the old owner until the new owner has logged in and confirmed access.

Pick the scenario

ScenarioWhat you do
Previous owner leaves the system entirelyKick the user, then invite + assign the new owner
Multi-unit owner gives up one unit onlyUnassign them from that one workspace; keep their account
New owner is brand-new to your networkCreate their user account, assign to the existing workspace
New owner already owns other workspacesAdd this workspace to their existing user account

Steps

Invite or assign the new owner

From Organization → User Seats, either invite the new franchisee or open an existing user and assign them the transferring workspace with the Workspace Owner role.

Confirm the new owner can log in

Have them sign in and confirm they see the workspace before proceeding.

Remove or unassign the previous owner

Open the outgoing user in User Seats. If they're leaving entirely, remove the user. If they keep other workspaces, just unassign them from this one.

Reconnect social accounts

Social tokens are tied to whoever authorized them. Have the new owner go to Connected Accounts, remove stale connections, and reconnect with their admin access on the brand pages.

What carries over automatically

  • Post history and analytics
  • Calendar content and scheduled posts
  • Active playbook enrollments
  • Location data and custom variables
  • Media library

What needs manual action

  • Social account reconnection (new OAuth)
  • Billing admin email (update if the new owner should receive invoices) — Scribe ↗
  • Notification preferences (per user)
  • Any drafts saved under the old user account