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How to Transfer Account Ownership

Updated this week

Account ownership in WorkMagic controls billing access, team administration, and overall workspace management. If you need to hand over responsibility to another team member, you can transfer ownership directly from the Account & Billing page.

Step 1 - Open the Account Switcher

  1. Go to the top-right corner of WorkMagic.

  2. Click your Account dropdown (your workspace name).

  3. Select Manage account. This will take you to the Account and billing section.

Step 2 - Initiate Ownership Transfer

  1. At the top of the page, click the Team management tab.

  2. You’ll see the full list of members in your workspace, including their roles and join dates.

  3. Find your own row in the member list. You’ll see your current role labeled as Owner.

  4. In the Action column, click Transfer team ownership. A transfer modal will appear.

Step 3 - Select the New Owner& Confirm the transfer

  1. In the modal, click the dropdown labeled Select a team member.

  2. Choose the member you want to assign as the new owner.

    1. Only existing workspace members can be selected.

    2. Make sure the person you choose is someone who should manage billing and administrative tasks.

  3. After selecting the new owner, click Transfer.

  4. Once confirmed:

    1. That member becomes the new Owner.

    2. Your role will automatically downgrade to Admin.

This action is immediate and cannot be reversed unless the new owner transfers ownership back to you.

Important Notes

  • Only the current Owner can initiate an ownership transfer.

  • Ownership transfer does not affect billing history, team seats, or subscription status.

  • There can only be one Owner per Workspace.

  • If the new owner is removed later, ownership must be transferred first (removal without transfer is not allowed)

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