Only the current billing owner can transfer billing, and only to someone who is already an Admin in the workspace. The workspace needs a paid subscription. The Transfer Billing button appears only when your workspace has more than one member.
Before you start
If the person you want isn’t an admin yet, make them one first: in Organization User Management, set their role to Admin. See Team members and roles.Transfer billing
1
Open Settings
Click Settings in the side menu. In Organization User Management you’ll see You are the billing owner of this account next to a Transfer Billing button.
2
Click Transfer Billing
The Transfer Billing Ownership window opens. It reminds you: Only admins can become billing owner. The new billing owner will need to add their payment information to continue the subscription.
3
Choose the new owner
Pick an admin from the dropdown. It lists every admin except you.
4
Click Done
When the transfer and the email to the new owner both go through, you’ll see Success!
What the new owner does
The new owner receives an email with a secure checkout link for the same plan and billing interval. When they complete checkout with their payment details:- their subscription takes over, and
- your old subscription is cancelled.
If the transfer fails
If something goes wrong, the window shows the reason, or Could not complete the transfer. Please try again. Common causes:- The person you picked is no longer an admin.
- Your workspace doesn’t have a paid subscription to transfer.
- Someone else changed billing at the same time. Try again.
Why you might need to transfer
You must transfer billing before you can:- delete your account while others are still in the workspace,
- be removed from the workspace by another admin,
- be changed to Member or Deactivated, or
- join another workspace, for example when an admin there adds you.