Transfer Project

Projects in Vismo are owned by an organisation. Ownership can be transferred to another organisation for billing and ownership purposes. Here’s how the process works:

Initiating a Project Transfer

Step 1: Go to the project settings

Open the project, select Settings in the left-hand menu, and open the Transfer tab.

Step 2: Choose the recipient

Select the person you want to transfer the project to. The recipient must:

• Be a member of the project
• Have the Admin role on it
• Belong to a different organisation

If nobody is listed, first invite an Admin from the other organisation to the project.

Step 3: Choose what happens to your copy (optional)

Tick Keep a retention copy to keep a copy of the project in your organisation, and Archive your copy if that copy shouldn’t count towards your active project limit.

Step 4: Confirm the transfer

Click Transfer Project and confirm to send the request.

Optional: Cancel the transfer

While the transfer is still waiting, you can cancel it by clicking Cancel Transfer on the same tab. Once the recipient accepts, you can’t undo the transfer yourself.

Receiving a Project Transfer

Step 1: Check your email

The recipient receives an email notifying them of the transfer request.

Step 2: Go to the project

Open the project in Vismo. While it’s being transferred, a banner appears at the top of the project page. Click Review Transfer.

Step 3: Accept or reject

If you belong to more than one organisation, choose which one to Transfer into. The project will count towards that organisation’s project limit and storage. Then click Accept Transfer or Reject Transfer.

Step 4: Done

Once accepted, the project is owned by the recipient’s organisation.