How Do I Transfer Ownership of a Workspace?

For SponsorsBy Syndelo

How the only owner of a workspace hands ownership to another team member.

Ownership is transferred from the Delete Your Account section of your profile. The option appears when you are the only owner of a workspace. The new owner gets full access, including billing, and you become an Admin.

Steps

  1. Make sure the new owner is already on your team and has accepted their invitation. See How Do I Invite a Team Member?
  2. Open My Profile and find Email, Password & Account.
  3. Under Delete Your Account, choose Transfer Workspace Ownership.
  4. Pick the Workspace, then pick the New Owner.
  5. Enter your Current Password and confirm your identity with an email code or passkey.
  6. Choose Confirm Ownership Transfer.

You see "Ownership transferred. You now have Admin access to this workspace."

Good to know

  • Only a workspace owner can transfer ownership.
  • The new owner must be an existing team member who is not an investor and not already an owner. If no one is listed, invite a colleague first and have them accept.
  • Transfer each workspace separately.
  • Their old role or custom role is replaced by Owner. Your role becomes Admin, so you keep working access unless the new owner removes it.
  • Transfers must be done on the main Syndelo site, not a sponsor's custom portal domain.
  • The transfer is recorded in Change History.
  • You must transfer ownership of every workspace you solely own before you can delete your account.

Related: How Do I Change My Email, Password, or Profile?, What Roles and Permissions Are Available?

Syndelo is in preview. eSign and investor payments require live provider setup; a demo or sandbox action does not complete a live transaction. Confirm availability for your workspace before relying on either.

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