Tag: Transfer projects to the Team Workspace
Transfer projects to the Team Workspace
Transfer Projects between Workspaces
The Project located is in the Team workspace.
The user who will Transfer has Admin or Owner permissions in both Workspaces.
- Open Workspace Project List,
- Hover the mouse over the Project you want to transfer, click on … icon on the right side and select Transfer project in the dropdown menu,
- Open the pop up window of the Transfer Project,
- Switch there to Workspaces tab,
- Select the desired Workspace from the List,
- Press Send Project button.
Transfer Projects from Workspace to User
The project located is in the Team Workspace.
The user who will transfer has Admin or Owner permissions in Workspace.
The user to whom the Project will be transfered is Workspace member or collaborator of the Project.
- Select the Project to be transferred,
- Open the pop up window of the Transfer Project,
- In User tab use an input to find the right user,
- Select user,
- Click on Send Project button.
Transfer Projects from User to Workspace
The Project located is in the Personal Workspace.
The User who will transfer has Admin or Owner permissions in Workspace.
- Select the Project to be Transferred,
- Open the pop up window of the Transfer Project,
- Switch there to Workspaces tab,
- Select the desired Workspace from the list,
- Press Send Project button.
After that the Project Transfer modal window closes and the Project has the label Pending.
The User can Decline the Transfer by clicking Сancel Transfer in the context menu of the Project
The User who accepts the Project
The user has two options. Click the Accept or Decline button.
If user press Accept:
If the current subscription quota allows, the project will be added to the list of projects in the personal workspace. The project owner will be the current user. All previous collaborators will be cleared from the project.
If the quota does not allow, the modal upgrade will be displayed. Trnasfer will not be rejected until the user manually rejects.
If the user clicks Decline.
The project will return to the user who transferred it. All collaborators will be deleted from the project
