Transferring a workspace

You can transfer ownership of a workspace to another person. This moves the workspace and everything in it (initiatives, documents, context, goals, uploads) to a new owner, and moves billing for it to them.

#Starting a transfer

The current owner starts the transfer and names the recipient. The recipient gets a link to a transfer page where they decide what to do. Until they accept, nothing changes.

#What the recipient sees

The recipient opens the transfer link and can accept or decline. What happens next depends on whether they already have an active subscription.

#The free path (recipient already pays)

If the recipient already has an active ForceVue subscription on file, accepting completes the transfer right away. Ownership and billing for the workspace move to them, no extra checkout step.

#The paid path (recipient needs a subscription)

If the recipient does not yet have an active subscription, accepting moves the transfer into a payment pending state and sends them to Stripe Checkout. The transfer completes once payment goes through.

While it is pending payment, the recipient can come back to the transfer page and resume payment. Resuming reuses the same checkout session rather than starting a new one.
They can also decline from the payment pending state, which cancels the pending checkout.
On successful payment, ownership transfers and the previous owner's prior subscription for that workspace is cleaned up.

#Expiry and declining

A transfer that is never accepted expires after its window. An expired transfer cannot be completed.
A pending checkout that is abandoned expires too, and the transfer returns to a state where it can be declined.
The recipient can decline at any open step. Declining ends the transfer with no change of ownership.

#Transferring a consultant parent

A consultant home workspace that has client workspaces underneath it cannot be transferred while those clients are linked. The clients point at the parent, and moving the parent to a new owner would leave them pointing at a workspace owned by someone else. Detach or move the client workspaces first.

#Where to go next

Plans & billing for how the recipient's plan and the trial work.
Consultant workspaces for the parent and child rule above.