Transferring Team Ownership

Transfer ownership of your Zenovay organization when you're leaving or want someone else to manage the team.

Understanding Ownership

What Owners Can Do

Only owners can:

• Transfer ownership
• Access and manage billing
• Delete the organization
• Make another member owner

Owner vs Admin

Capability	Owner	Admin
Manage members	✓	✓
Configure settings	✓	✓
Add/remove websites	✓	✓
Manage billing	✓	✗
Transfer ownership	✓	✗
Delete organization	✓	✗

Before Transferring

Prerequisites

The new owner must:

• Be a current team member
• Have Admin role (or will be promoted)
• Have verified email address
• Accept the transfer

Checklist

Before transferring ownership:

• Inform the new owner
• Ensure they understand responsibilities
• Update billing information if needed
• Document important configurations
• Transfer any external credentials

How to Transfer Ownership

Step 1: Access Transfer Settings

1. Go to Settings → Team tab
2. Scroll to "Ownership"
3. Click "Transfer Ownership"

Step 2: Select New Owner

1. Choose from team members
2. Only Admins shown by default
3. Can promote member to Admin first

┌─────────────────────────────────────────────────────┐
│ Transfer Organization Ownership                     │
│ ─────────────────────────────────────────────────── │
│                                                     │
│ Select new owner:                                   │
│                                                     │
│ ○ john@company.com (Admin)                         │
│ ○ sarah@company.com (Admin)                        │
│                                                     │
│ Note: This will transfer billing responsibility    │
│ and full control to the selected member.           │
│                                                     │
│ [Cancel] [Continue]                                │
└─────────────────────────────────────────────────────┘

Step 3: Confirm Your Identity

Verify you're the current owner:

• Enter your password
• Complete MFA if enabled
• Confirm action

Step 4: New Owner Accepts

The new owner must accept:

1. They receive notification email
2. Log in to Zenovay
3. Accept ownership transfer
4. Acknowledge responsibilities

Step 5: Transfer Complete

After acceptance:

• Ownership transfers immediately
• You become Admin
• New owner has full control
• Billing responsibility transfers

What Transfers

Included in Transfer

Item	Transfers
Organization ownership	Yes
Billing responsibility	Yes
All permissions	Yes
Member management	Yes
All data	Yes

Not Transferred

Item	Notes
Your personal account	Remains yours
Other team memberships	Unchanged
Your personal settings	Unchanged

After Transfer

For Previous Owner

Your role changes:

• Become Admin by default
• Lose billing access
• Can request to stay as Viewer
• Can leave organization

For New Owner

New responsibilities:

• Billing management
• Organization decisions
• Ultimate authority
• Cannot transfer back immediately

Special Situations

Transferring to Non-Admin

If recipient isn't Admin:

1. Promote them to Admin first
2. Then initiate transfer
3. Or promote during transfer

New Owner Doesn't Accept

If transfer isn't accepted:

• Transfer expires after 7 days
• You remain owner
• Can cancel anytime before acceptance
• Can resend invitation

Owner Left Company

If owner is unreachable:

1. Contact Zenovay support
2. Provide company verification
3. Emergency transfer process

Billing Issues

Before transferring:

• Settle any outstanding invoices
• Update payment method if needed
• Review subscription status

Revoking Transfer Request

Before Acceptance

Cancel pending transfer:

1. Go to Settings → Team tab
2. Find "Pending Transfer"
3. Click "Cancel Transfer"
4. Confirm cancellation

After Acceptance

Once accepted:

• Cannot undo
• New owner must transfer back
• Process takes 24 hours minimum

Security Considerations

Verify Identity

Before transferring:

• Confirm recipient identity
• Use secure communication
• Verify business justification

Document the Transfer

Record:

• Date of transfer
• Reason for transfer
• Both parties' acknowledgment
• Approval (if required by org)

Post-Transfer Security

After transferring:

• Review your remaining access
• Update any personal API keys
• Check for orphaned resources

Transfer Notifications

Email Notifications

Both parties receive emails:

To new owner:

Subject: Ownership Transfer Request

You have been selected to become the owner of
"Acme Analytics" organization on Zenovay.

This will transfer:
• Full organization control
• Billing responsibility
• All administrative capabilities

[Accept Transfer] [Decline]

This request expires in 7 days.

To current owner (after acceptance):

Subject: Ownership Transfer Complete

Ownership of "Acme Analytics" has been
successfully transferred to john@company.com.

Your new role: Admin

You retain access to the organization but
no longer have billing or ownership privileges.

Troubleshooting

Can't Find Transfer Option

If you don't see transfer:

• Verify you're the owner
• Check organization settings
• Refresh the page

Transfer Not Completing

If stuck in pending:

• Check new owner's email
• Remind them to accept
• Check spam folders
• Resend invitation

Wrong Person Selected

If you selected wrong person:

• Cancel before they accept
• Start new transfer
• Select correct person

Emergency Scenarios

Owner Account Compromised

If you suspect compromise:

1. Contact Zenovay support immediately
2. Freeze the organization
3. Verify all recent changes
4. Complete secure transfer

Business Acquisition

For company acquisitions:

1. Work with legal teams
2. Contact Zenovay enterprise support
3. Document chain of custody
4. Formal transfer process

Next Steps

• Update billing information
• Review team members
• Configure organization settings