The owner of a Workspace can be updated anytime. Follow the steps below to change the owner of a Workspace.
Note: Only the current owner can assign an admin as the new owner.
Transfer ownership
- As the owner, sign in to Otter.ai.
- Click on your Workspace name to expand the menu and click Manage Workspace.
- Under the Members tab, click on the role drop-down next to the user you want to transfer ownership to in the Role column.
Note: The user must be in your Workspace and have the role of an admin. Invite the user to your Workspace and promote their role to an admin before continuing. Immediate billing changes may occur when inviting users to the Workspace. - Select Promote to owner.
The user will immediately become the new owner of the Workspace.
- The previous owner (e.g. otter-demo@otter.ai) will remain an admin of the Workspace.
- Both Role and Managed by will reflect the new owner (e.g. otter-demo+manager@otter.ai).
- The new owner will become the primary billing contact.
The current owner is no longer here
If the current owner's account is not accessible (e.g. employee has left, the owner is no longer able to log in, etc.) contact our Otter Support Team with the following information to verify ownership:
- Last four digits of the current card on file for the Workspace
- Card expiration date
- Date of the most recent charge
- Charge amount
The information above will verify ownership of the Workspace and our team will be able to process your request. Include the user's email in the request that you want to transfer the ownership to.
FAQs
What is the difference between the role of an owner and an admin?
- An owner has all the privileges of an admin, plus deactivating and reactivating other admins.
- The owner's email will be displayed next to the Managed by in the upper right corner of the Workspace page.
- The owner will become the primary billing contact in Account Settings > Plan.
Can there be multiple owners of a Workspace?
- No.
- There can only be one owner of a Workspace; however, multiple admins are allowed.
Can I be the owner of multiple Workspaces using the same account?
- No.
- You can only be an owner of one Workspace using your current Otter account.
Does the owner have to be in the Workspace?
- Yes.
- The owner must be a user in the Workspace.
Does the user have to be in the Workspace in order to transfer ownership to them?
- Yes.
- The new owner must be a user in the Workspace and have a current role of admin to become the owner of the Workspace.
If I transfer ownership, will the Workspace be charged for an additional license?
- If the user is already in your Workspace and you transfer ownership to them, there will not be an additional charge.
- If a new user needs to become the owner, they will need to be invited to the Workspace first. Immediate billing changes may occur when inviting users to the Workspace.
Our Workspace has a paid subscription. I only want to be able to pay for the subscription and manage billing. Is there a role for being an owner or admin without needing a license?
- No.
- At this time, an owner or admin will count towards the number of paid licenses if they are part of a Workspace with a paid subscription.
- Promoting or demoting existing users' roles in the Workspace to Member, Admin, or Owner, is not an additional charge.
The new owner's email became the primary contact for billing. Can I update or have the primary billing contact be different than the owner?
- Yes.
- Reach out to our Otter Support Team to request help on updating the primary billing contact.
- The primary billing contact can be different than the owner's email.
- You can request to update the primary billing contact or add an additional CC to the billing notifications.
- The owner and admins can request billing changes for the Workspace. Learn more about roles and permissions.
Note: If you are not an owner or admin of the Workspace, or you are not associated with the Workspace at all, there may be further verification needed to process any changes or requests. We recommend having the owner or admin(s) reach out to ensure our team can process the request.
I don't want to invite a new user to the Workspace to transfer ownership. Can I just update the owner's account email?
- Yes.
- The current owner can update their email anytime in Account Settings > General > Profile > Edit. If a new user is taking over the account with a new email, have them complete a password reset once the email has been updated.
- Learn more about updating your account's email.
Note: You can only update the email if the new email is not associated with an existing Otter account. If you encounter an error updating to the new email, please have that user complete a password reset to check if they have an existing Otter account. For existing users, please invite them to the Workspace and follow the steps to transfer.
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