Transferring Workspace Ownership

Workspaces are set up under a user account (the Workspace owner) and are shared with both internal and external users (collaborators). When the owner's SendSafely account is deactivated the Workspace is archived and can no longer be accessed by any collaborator.  Workspace ownership should be transferred to another registered SendSafely user prior to account deactivation to preserve the Workspace.

Ownership can be transferred by both the owner, and a SendSafely admin by following the below steps:

Transfer by Admin

Only Admins with a Portal Master Key can add a new collaborator to a Workspace for the purpose of transferring Workspace ownership. Without a Master Key, Admin rights are limited to transferring ownership to an existing collaborator, updating collaborator roles and deleting collaborators only. Admins without a Master Key cannot add a new collaborator, access the Workspace secure link or decrypt Workspace content.

Any Admin can transfer ownership of any workspace in their SendSafely portal via the Enterprise Console. First, locate the Workspace owner in the Active User listing, click View, then select the Activity option.

When viewing the owners Activity, select the Workspaces tab, then click on the Workspace to be transferred.

Select the Collaborators tab and click on the account of the new owner. The new owner must be a registered SendSafely user within the SendSafely Portal. Ownership cannot be transferred to external accounts, or non-registered users.

Lastly, click on the grey button displaying the collaborators current role and and select Owner from the available dropdown options.

Transfer by Owner

Workspace owners can transfer ownership to another account by navigating to the Workspace Collaborators tab and clicking on the account of the new owner. Please note that ownership can only be transferred to a registered SendSafely user within the SendSafely Portal. Ownership cannot be transferred to external accounts, or non-registered users. 

Next, click on the grey button displaying the user's current role, and select Owner from the available dropdown options.