Transfer Project
Joe
Last Update 3 months ago
Projects in Vismo have a primary owner. Ownership can be transferred to another organisation for billing and ownership purposes. Here’s how the process works:
Step 1: Go to the project settings
Navigate to the settings of the project you want to transfer.
Step 2: Enter the recipient’s email address
Provide the email address of the user you want to transfer the project to.
Note: The recipient must:
Be part of the project
Have an admin role
Step 3: Confirm the transfer
Once you’ve entered the email, confirm the transfer to start the process.
Optional: Cancel the transfer
If the transfer is still in progress, you can cancel it by clicking Cancel Transfer in the project settings.
Step 1: Check your email
The recipient will receive an email notifying them of the transfer request.
Step 2: Ensure organisation membership
The recipient must be a member of an organisation to accept the transfer.
Step 3: Go to the project
Navigate to the project in Vismo. If it’s in a transfer state, a banner will appear at the top of the project page.
Step 4: Review the transfer
Click View on the banner to see the transfer details. You can then choose to Accept or Reject the transfer.
Step 5: Finalise the transfer
If accepted, the project will now be owned by the recipient’s organisation.