So your space is changing ownership? You've got a new captain in charge of managing the space? No problem. Here's how to handle that situation.
There are 2 main steps to this process: transferring your Coworks account, and transferring your Stripe Account (if applicable). You'll want to do both if you have Billing enabled. If you don't have Billing enabled, a transfer of your Coworks account will be sufficient.
Do I need to transfer ownership?
If the current Admin is still actively involved with your space, it may not be necessary to transfer the Coworks account ownership. If that person still has access to their account and can log in and manage things when needed, you're probably fine. The most significant advantage of being the Admin is that you can add and remove other managers (and anyone "lower" in role permission. You can read more about user roles here).
Transferring your Coworks account
So you do need to change your Coworks Admin? Let's do it! At the time of writing this, there currently isn't a built-in way to change your Community's admin. This will need to be handled by the Coworks team.
Please reach out to us with the email address of the new admin.
Note: This person must be an active user in your community. The new Admin's email address will be the primary receiver of invoices that are sent regarding your Coworks subscription.
If you would like a different email address to receive invoices, please let us know. The default email address will automatically be updated to the new admin's email address. It is still your responsibility to make sure your Coworks Subscription invoices are paid.
Transferring your Stripe Account
If you have Billing enabled in your community, you'll need to make sure that the connected Stripe account is also transferred. This is vital in making sure you still have access to your payments.
You can do this by visiting your team's page in Stripe or by following these instructions. You will need the consent of the current admin to make the change. If you don't have consent, we recommend reaching out to Stripe, as Coworks has no control over the Stripe account ownership.
Should I remove the old admin?
Yes. You should deactivate the old admin if they are no longer part of your space. We also recommend that you remove them from Stripe as soon as possible, to avoid unauthorized access to the funds flowing through your accounts. If they are still a member or a passive user on the management team, you can change their role to something like Manager, Staff, or Member.
You should also consider removing them from the staff team in Coworks if they are no longer part of your team.
That's it! You've successfully transferred your account and you can continue drinking your coffee.
Happy Coworking!