How to Transfer Workspace Ownership in ClickUp

Transferring Workspace ownership in ClickUp is essential when an account owner leaves your company, changes roles, or needs to hand over administrative control. This guide explains what Workspace ownership means, what transfers with the role, and the exact steps to safely change owners.

Follow this detailed process to make sure access, billing, and permissions move smoothly from the old owner to the new owner without disrupting your team.

Understanding ClickUp Workspace ownership

Before you transfer the Workspace owner role, it is important to understand what the owner can do. The owner has the highest level of control in a ClickUp Workspace.

What the ClickUp Workspace owner can manage

The Workspace owner has full authority over high‑level settings and account access. In a typical ClickUp Workspace, the owner can:

• Manage billing, subscriptions, and payment methods.
• Control Workspace security settings and integrations.
• Change global permissions and default sharing settings.
• Invite, remove, or suspend members and guests.
• Delete or export the Workspace where supported.

Because this role is so powerful, transferring it should only be done intentionally and with confirmation from the current owner whenever possible.

What does not change when ownership moves

Transferring Workspace ownership does not change the ownership of individual items such as tasks, Docs, or views created by other users. Standard sharing, privacy, and permission rules still apply to those items after the new owner takes over.

Requirements to transfer ClickUp Workspace ownership

There are a few conditions that must be met before you can complete a transfer.

Who can transfer the Workspace owner role in ClickUp

In most cases, only the current Workspace owner can assign a new owner. The transfer must be initiated from the owner account while signed in to ClickUp.

The new owner must also:

• Have an active account in the same Workspace.
• Be a member (not just a guest).
• Have access to email and login to accept the role if needed.

If the current owner is no longer available, additional steps may be required. For example, the billing contact may need to work with support to verify payment details and request a manual transfer, as documented in the original ClickUp Workspace ownership article.

How to transfer Workspace ownership in ClickUp

Use the following procedure to hand over the Workspace owner role from one account to another.

Step 1: Sign in as the current ClickUp Workspace owner

First, confirm that you are logged into the correct account:

1. Open the ClickUp web app in your browser.
2. Sign in with the email and password of the current Workspace owner.
3. Select the Workspace where you want to transfer ownership, if you belong to more than one.

Only the account that currently holds the owner role can follow these steps directly in the Workspace settings.

Step 2: Open Workspace settings in ClickUp

Next, navigate to the settings area where you can manage members and roles:

1. From the sidebar or profile menu, open the Workspace menu.
2. Choose Settings for the active Workspace.
3. Locate the People, Members, or similar section that lists all users in the Workspace.

This is where you can view who currently has admin or owner permissions and select a new owner.

Step 3: Choose the new ClickUp Workspace owner

Now select the member who should become the next owner:

1. Find the user in the members list by name or email.
2. Confirm they are a full member and not a guest.
3. Open their role options or permissions menu.

Make sure you have explicit approval from this person and, if applicable, from your organization’s leadership before transferring the Workspace owner role.

Step 4: Transfer ownership to the selected ClickUp member

With the correct member selected, you can complete the transfer:

1. Click the role dropdown or context menu beside the member’s name.
2. Select the option to Make owner or Transfer Workspace ownership, depending on your interface.
3. Carefully review any warning messages explaining what will change.
4. Confirm the transfer when prompted.

After you confirm, the selected member becomes the new Workspace owner. Your own role typically changes from owner to admin or member, based on the options available in your plan.

What happens after ClickUp Workspace ownership is transferred

Once the transfer is complete, the new owner immediately gains full access to owner‑only settings. To keep your team organized, both the previous and new owners should take a few follow‑up steps.

Immediate effects on the ClickUp Workspace

After the transfer:

• The new owner now controls billing, subscription changes, and payment methods.
• Security, authentication, and Workspace policy settings become the new owner’s responsibility.
• The previous owner loses owner‑specific options but keeps access as an admin or member, unless removed manually.

No projects, tasks, or Docs are deleted automatically as part of this process.

Best practices after changing the ClickUp owner

To ensure a smooth transition, consider these practices:

• Review billing information and confirm that payment details are correct under the new owner.
• Check Workspace security settings to verify that only appropriate people have high‑level access.
• Audit admin and member roles to align them with current responsibilities.
• Communicate the change to your team so they know who now manages the Workspace.

The new owner should also familiarize themselves with all available administrative options to manage the account correctly.

Troubleshooting ClickUp Workspace ownership transfers

Sometimes the standard process cannot be followed exactly, such as when the original owner is unavailable or their login details are lost.

When the original ClickUp owner cannot log in

If the current owner has lost access to their email or cannot sign in, you may need to use alternative verification steps. The typical approach involves:

• Confirming who is responsible for billing for the Workspace.
• Collecting payment or subscription information that verifies account ownership.
• Submitting a request to support using official channels described in the original documentation.

This additional verification helps protect your organization’s data and prevents unauthorized transfers.

Preventing future issues with ClickUp Workspace ownership

To avoid complications later, define a clear ownership policy for your Workspace:

• Decide who should be the long‑term owner (for example, an operations manager or IT lead).
• Document how transfers should be handled when someone leaves the company.
• Keep billing and contact information up to date at all times.

Regularly reviewing your Workspace configuration will reduce the risk of losing access or delaying important account changes.

Get more help with ClickUp Workspace management

If you need more detailed, official instructions, always refer to the original product documentation. You can review the complete guide in the ClickUp Workspace ownership support article.

For broader strategic help with process design, workspace structure, or automation around your project management platform, consult specialists who understand both tools and business workflows. Resources such as Consultevo can help you design scalable systems that keep ownership, permissions, and team roles organized across your entire tech stack.

By following the steps above, you can safely transfer Workspace ownership in ClickUp while keeping your team productive and your data secure.

Need Help With ClickUp?

If you want expert help building, automating, or scaling your ClickUp workspace, work with ConsultEvo — trusted ClickUp Solution Partners.

Get Help

“`