Documentation
Transfer A Project
If you'd like to transfer ownership of a project to another team, here's a few steps that'll help you pass on the baton:
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Ask the new owner to visit the Team Invite page and invite your user to their team.
Transferring to a client that's not on Servd yet? Then try our bespoke Invite a Client flow, which creates a team for your client in a nice, straightforward wizard.
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Accept the email invite from the new owner.
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Visit the housekeeping settings of the project.
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Under the "Transfer Project" section, choose the new team from the dropdown.
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Click the "Transfer" button.
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The project now belongs to the new team. 🙌
Note: if the project is currently on a paid plan, the new team must have their billing address and payment method set up in their billing settings before the project can be transferred.