Transfer ownership of any Shared Space

Note: This feature is currently in beta. Your feedback is crucial for its improvement. Use the Give us your feedback button at the top of the dashboard to share your thoughts.

When users change roles or leave the organization, it's important to ensure each Shared Space has an active, appropriate owner. Transferring ownership maintains clear accountability and ensures Shared Spaces remain actively managed by the right person.

Within Admin Settings, as an administrator, you can view all of the Shared Spaces in your organization. This allows you to quickly take action and identify Shared Spaces that need to be transferred to new owners.

See how it looks

Key features

• Ensure continuous collaboration within a Shared Space
• Enable seamless transition of responsibility
• Allows for proactive management of Shared Spaces

You need this to succeed

The quick way

1. Navigate to Shared Spaces in Admin Settings
2. Select one or more Shared Spaces and click Transfer ownership.
3. Select a user, add a message, and click Transfer ownership.

Do this step by step

Transferring Shared Space ownership is useful in many cases, such as when responsibilities shift, or roles change. It is especially important when a deactivated user is still listed as the owner.

When a Shared Space owner is deactivated, ownership is automatically transferred to the internal user with the most recent activity. This helps ensure buyers can still access the content and continue engaging.

Note: If there are no other internal users in the Shared Space, external participants will lose access until a new owner is manually assigned.

To identify Shared Spaces that require a new owner due to deactivation, filter by Owner status: Deactivated. To narrow it down to Shared Spaces where buyers have lost access, check the Internal participant column. If the number is one or lower, no other active internal users are assigned.

1. Click the gear icon to open Settings in the Admin App.
2. Click Buyer Engagement in the left side menu to expand the section, and select Shared Spaces.
3. Locate one or more Shared Spaces you want to transfer ownership of. Use the search field or filter by Owners, Owner status, or Last activity.
   • To transfer one Shared Space, click on it, then click Transfer ownership at the top of the detail panel.
   • To transfer one or more Shared Spaces, select them by checking the box next to each one and then click Transfer ownership at the top. You can select all the Shared Spaces on the page you’re viewing by selecting the all items checkbox in the top bar.
4. Search for and select a New owner for the Shared Space(s).
5. Optionally, add a Personal note for the new owner.
6. Click Transfer ownership. The new owner will receive an email notification with a link to the Shared Space(s) and your message.