Skip to main content

Transferring ownership of your workspace

How do you transfer ownership of your Carepatron workspace?

Updated over a month ago

Transferring ownership of your workspace ensures that the right person has control over administrative settings and access permissions. This helps maintain security, accountability, and smooth management of your organization’s operations when necessary.

If you are transferring to a new user or email, you will need to invite them to your team. Go to the Team page, invite the new user or email to the provider as a New team member, and complete the verification process. Then complete the following steps:

  1. Click Settings.

  2. Navigate to the Details tab.

  3. Go to the Danger Zone section.

  4. Click Transfer and choose a new owner.

  5. Click Transfer again, and a pop-up question will ask you to type the word 'transfer' if you are sure.

  6. Select, Yes, transfer.

Remember: If you are on a paid plan, adding another member will charge your account for an additional seat, even for a test teammate.

Don't worry, deleting the previous email address shortly will trigger a credit for the full amount, which will be deducted from the following charges.

Our team will be available to answer any further questions you may have. Just reply via messenger through the Help channel in your workspace.

Did this answer your question?