Transfer workspace ownership
Transfer workspace ownership to another active member. The new owner gets billing access; the old owner is demoted to mediabuyer. Password required.
Written By Salvatore Sinigaglia
Last updated About 4 hours ago
Transfer workspace ownership to another active member. The new owner gets billing access; the old owner is demoted to mediabuyer. Password required.
Transfer workspace ownership
Owner role transfer is a sensitive operation — the new owner inherits all billing rights and full workspace control. Initiate from Settings → Team → People → target user → action menu → Transfer ownership. Confirm with your password in the dialog. The old owner is demoted to mediabuyer.
Who is this for
Workspace owners handing off to a successor: a founder transferring to a new CEO, an interim admin handing back to the actual owner, an account manager taking over from a departing colleague.
Before you start
- Only the current owner can transfer ownership (
requireRole('owner')— a super_admin cannot run this directly; they act via impersonation) - The target user must be an active member of the workspace (invite them first via team-103 if not) — they do not need to be an admin
- You'll need to confirm with your password
- Be aware: after the transfer you become a mediabuyer, not an admin
Why ownership transfer is special
Ownership is more than a permission — it's the contact for:
- Billing: invoices, Stripe communication, plan-change decisions
- Legal: contract holder, DPA signatory for Enterprise
- Workspace deletion: only owner can delete the workspace
- Stripe customer email: usually points to the owner
So the transfer flow does extras a regular role change doesn't:
- Requires the current owner to confirm with their password
- Requires the target to be an active team member (any role, not just admin)
- Runs both role updates in a single transaction and re-keys the team's billing/credit balance onto the new owner
- Records the transfer in the audit log (
team.transfer-ownership)
How to transfer
Step 1: Make sure the target is an active member
The target must be an active member of the team. Any role works — you do not need to promote them to admin first. If they aren't a member yet, invite them via team-103 and wait for them to accept.
Step 2: Open the transfer flow
Click the target user's row → action menu → Transfer ownership.
Step 3: Confirmation dialog
The dialog asks you to:
- Confirm the new owner (the target user)
- Enter your password to authorize the change
It also explains what changes: the target gains the owner role plus billing access, and you (the old owner) become a mediabuyer.
Step 4: Confirm
Click Transfer ownership. The backend verifies your password, then in a single transaction:
- New owner → owner (and the team's billing/credit balance is re-keyed onto them)
- Old owner → mediabuyer
The audit log records team.transfer-ownership.
One owner per team
A team has exactly one owner. There's no way to have two owners at the same time.
The Transfer ownership flow is for replacement: the current owner hands the role over and is demoted to mediabuyer in the same operation.
What you'll see
After a successful transfer:
- The new owner's row shows the owner badge; yours shows mediabuyer
- The audit log records a
team.transfer-ownershipentry at/settings/team/audit-log
What does NOT change automatically
- Stripe customer email: still pointed at the original setup. The new owner can update in Stripe Customer Portal (acc-107)
- API keys you created: continue to work — they're tied to your user, not your role. New owner can revoke yours and create their own
- Rules you created: continue to fire — they execute under the rule's stored config, not the creator's session
- Pending invitations you sent: stay valid (token-bound, not creator-bound)
- Other workspaces' role: unchanged — transfer is per-workspace
Reversing a transfer
If you transferred and immediately regret it, only the new owner can transfer it back (same flow, in reverse) — you are now a mediabuyer and can no longer initiate a transfer. Each direction is a separate audit-logged event.
If the new owner is uncooperative (rare but possible), contact support — they can intervene case-by-case with documented authorization.
Departing employee scenario
When the workspace owner leaves the company:
Best case (planned departure)
- Before they leave: they transfer ownership to a designated successor (they become a mediabuyer at that point)
- If they need broader access during a short transition, the new owner can raise their role from the People page
- After handover completes: the new owner removes them
Worst case (sudden departure, no handover)
Because only the owner can transfer ownership, a sudden departure without handover means the team is stuck if the owner is gone. In that case contact support immediately — with documented company authorization they can reassign ownership case-by-case.
This is why planning a handover before the owner leaves is strongly recommended for production workspaces.
Common issues
- Password rejected: the transfer requires the current owner's password. Re-enter it; if you signed up with Google you may not have a password set.
- "Target user not found in your team": the target isn't an active member. Invite them first and have them accept.
- Only the owner can transfer: the endpoint is owner-only. A super_admin must act via impersonation of the owner.
- Stripe invoices still go to old owner email: update separately in Stripe Customer Portal.
- API or rules after transfer: API keys and rules are user-bound, not role-bound, so they keep working under their stored config even after your role changes to mediabuyer.
FAQ
Who can I transfer workspace ownership to in Wevion?
You can transfer ownership to any user who is already an active member of the team — they do not need to be an admin, and Wevion does not require you to promote them first. Only the current owner can initiate the transfer, and you confirm it with your password. If the target isn't a member yet, invite them first and have them accept.
What happens to the old owner after a transfer?
After the transfer, the new owner gains the owner role plus billing access, and you (the old owner) are demoted to mediabuyer — not admin. Both role updates happen in one transaction, the team's billing/credit balance is re-keyed onto the new owner, and the change is recorded in the audit log as team.transfer-ownership.
Does my Stripe billing email change automatically on transfer?
No. Wevion updates Stripe customer metadata on a best-effort basis, but the Stripe customer email stays pointed at the original setup. If the new owner wants invoices sent to their address, they must update it manually in the Stripe Customer Portal. API keys and rules also keep working, since they're tied to the user, not the role.
Can I reverse an ownership transfer?
Only the new owner can. After a transfer you are a mediabuyer, so you can't initiate a reverse transfer yourself — the new owner would have to transfer it back using the same flow. Each direction is a separate audit-logged event. If the new owner is uncooperative, contact support to intervene case-by-case.
Can a Wevion workspace have more than one owner?
No. A workspace has exactly one owner at a time. The Transfer ownership flow replaces the owner rather than adding a second one — the previous owner is demoted to mediabuyer in the same operation. If you need more people with broad control, give them the admin role instead.