You may occasionally need to transfer ownership of an Agrello Workspace to another person. Follow the steps below to change the Workspace owner and make sure the subscription remains active.
1. Assign a new Workspace owner
Before you can assign someone as the new owner, they must:
Have an active Agrello account.
Be a member of the Workspace.
Once the person has joined the Workspace, an existing Workspace owner can assign them the Owner role from the Workspace user settings.
2. Update the Workspace subscription
An active subscription is required to send documents for signing in Agrello. Because the subscription is linked to the Workspace owner, changing the owner will require the Workspace subscription to be reactivated or renewed under the new owner.
What to do next depends on your billing method:
Invoice billing
Contact Agrello Support and we’ll help you reactivate the subscription for the new Workspace owner.
Credit card billing
The new Workspace owner should first update their billing information under their personal account settings. Then, go to the Subscriptions tab and activate a new subscription for the Workspace.