Transfer a project to another account

Give a project you built to someone else, for example the client it was made for. They become the owner, and you stay in the project as an Admin.

A transfer moves ownership of a whole project to another ESTAGE account. The new owner gets the project, its CRM, products and community, and takes over its paid add-ons on their own card. Nothing changes until they accept, and you can withdraw the offer until then.

Only the project owner can start a transfer.

Before you start

The new owner has to be a member of the project first. If they aren't, invite them under Members and wait until they accept the invitation. Any role works; they become the owner anyway.

Offer the project

1. Open Settings → General and find Transfer ownership (or search for Transfer).
2. Under New owner, pick the member.
3. Add a note if you like. It is shown to them in the email.
4. Check the list of what moves (below), then click Offer the project and confirm.

They get an email with a link and have 7 days to accept. While the offer is open, the card shows who it went to and a Withdraw the offer button. If they decline or the offer expires, the card says so and you can offer the project again.

Accept a project

When someone offers you a project, open the link in the email (you need to be signed in to the account the offer was sent to). The page shows:

• who is giving you the project, and their note,
• the paid add-ons you would take over, what each costs and the date your card is first charged,
• a choice of card when there are paid add-ons. Pick a saved card or add a new one.

Click Accept the project to become the owner, or Decline. After accepting, Open the project takes you straight into it.

What moves to the new owner

• The project: every app, page, file, version and chat history. It appears in the new owner's project list.
• The CRM, products and community of the project.
• Paid add-ons: Dedicated Cloud, the web app server and the Insights plan. Each one moves to the new owner's card and keeps running without a break. The new owner is first charged on the date the period the previous owner already paid for ends, so nobody pays twice. The previous owner's subscription ends with no refund and no extra charge.

The previous owner stays in the project with the Admin role. The new owner can change that role or remove them under Members.

What stays where it is

• Domains stay with the account that bought or connected them and keep serving the site. To move a domain to the new owner's account, contact support.
• Connected accounts — payment gateways, app store keys, connectors, email services and similar — stay connected as they are. If they belong to the previous owner, the new owner should replace them with their own in Settings.

When a transfer can't start

The card tells you when something has to be fixed first:

• A payment for a paid add-on failed. Update the card under Account → Billing so the invoice is paid, then transfer.
• A web app is billed through an older ESTAGE plan. That plan can't move to another account. Contact support to move it first.