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