Transferring Ownership of your Workspace to a new Business Owner

It is common to see staff members come and go, or businesses being bought and sold.

In this article, you will learn how to change the ownership of your workspace. Remember, every step is meticulously designed to protect and safeguard against any misuse of your workspace.

Transfer ownership of the workspace


Transfer ownership to a new business owner

  1. Make sure the new person (staff2@example.com) has been added or listed as a team member on your Occasion staff page.
  2. Once staff2@example.com has accepted the invitation and created their password for the workspace, have staff1@example.com go to the Staff Members page and click on the pencil icon "✏️" on staff2@example.com's profile.
  3. Scroll down and click the Transfer to this Account button.

  1. Once step 2 is complete, decide to keep or remove the former user as your staff member.

Update Occasion billing Information: To update your subscription information for Occasion billing, please email help@getoccasion.com. We will send you a link that you can use to enter the new account owner's information.

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