Use this guide to hand off workspace ownership (and everything tied to it) to another teammate — typically during role changes, offboarding, or company transitions.
What "account ownership" means
Workspace Owner: ultimate admin rights (billing, security, user management).
Room ownership: per-Room control (content, permissions).
When you transfer account ownership, update both the workspace owner and any Rooms you personally own.
Prerequisites
The new owner must already be a member of your workspace with an active seat.
Decide whether the new owner should also become the billing contact.
Only an Admin or Owner can change roles in Members.
Step 1 — Make someone the Workspace Owner
Click your avatar and open Settings → Members.
Find the teammate who should take over.
Open their Role/Actions menu and select Owner.
Confirm the transfer.
Tip: keep at least one Admin besides the Owner for redundancy.
Step 2 — Update billing ownership (if applicable)
Click your avatar and open the Admin Center, then open the Billing and plan tab.
Change the Billing contact name and email, and the payment method as needed.
Verify the next invoice will route to the correct contact.
Note: Billing and plan is visible to both Admins and Owners, but only an Owner can change billing details.
Step 3 — Transfer Rooms you own
You (or an admin) should hand off Room ownership to the new owner or to the appropriate reps.
Inside a Room
Open the Room, click Share, then Share with my team.
Select the new owner and set them to Owner.
From the Rooms list
Go to Rooms, click ••• next to a Room, then Share → Share with my team, select the teammate and set them to Owner.
Note: there is no bulk transfer tool; repeat for each Room you own.
Step 4 — Security and access review
Confirm the new owner can open the Admin Center (Settings, Integrations, AI Settings, Billing and plan) and Settings → Members.
Remove or downgrade access for the previous owner if they are leaving.
If your org uses SSO, make sure the new owner's identity provider status is active.
Common questions
Will transferring the Workspace Owner break shared Rooms?
Will transferring the Workspace Owner break shared Rooms?
No. Room links and viewer access remain the same. Only administrative control changes.
Do analytics or history reset?
Do analytics or history reset?
No. Analytics and comments remain intact.
What if the previous owner already left?
What if the previous owner already left?
An Admin can submit a request to promote a new Owner. If no Admins remain, contact help@alignedup.com from a company-verified email address for assistance.
Can I transfer ownership to a buyer?
Can I transfer ownership to a buyer?
No. Ownership can only be assigned to teammates in your workspace.
After the transfer
Test it: as the new owner, open Settings → Members and the Admin Center to confirm access.
Announce the change internally so teammates know who maintains templates, Library assets, and billing.