Before you begin
A handover should transfer context as well as ownership.
Recommended workflow
Record the current status, outstanding documents and next action before changing the owner through the module controls.
Verify the result
Confirm the intended client, workspace and access scope. Menu labels can vary with the installed modules and their version.
Important
Check access to linked files so the new owner can continue without requesting the same information again.
When you need help
Share the workspace address, module name, approximate time and a redacted screenshot. Do not share passwords, access tokens or client documents in a public support channel.
Need help with this workflow?
Include the article title and your installed module when contacting the team. Please redact confidential details.
Contact the team