Transfer project ownership to another user
Overview: transfer project ownership
Transferring ownership in Project Settings - Advanced hands full administrative control to another user, which is used when the current project Admin steps away or responsibilities change.
Confirm the recipient email carefully. The transfer is immediate and cannot be undone from your side; only the new owner can transfer it back.
- Your role must be Admin.
- You can find the menu at Project Settings - Advanced - Transfer Ownership of Project.
- This changes who holds project Admin control.
How to transfer project ownership
- Open the project and go to Project Settings at the bottom of the sidebar.
- Click the Advanced tab.
- Scroll to Transfer Ownership of Project.
- Enter the email address of the user who should become the new owner.
- Confirm the transfer.
Results: ownership transfer
- The recipient becomes the new project Admin with full rights
- Your own role may be reduced depending on your company role
- The recipient must already be a user on the platform; otherwise they receive an invitation
- Only the new owner can reverse the transfer by transferring ownership again
Troubleshooting: transfer project ownership
Problem | Cause | Solution |
|---|---|---|
Cannot find transfer option | Project role is not Admin | Ask a project Admin to perform the transfer, or to raise your role |
Transfer did not go through | Email was mistyped | Retry with the exact recipient email address |
User did not receive ownership | Recipient is not yet a platform user | Invite them to CxPlanner first, then transfer ownership again |
Updated on: 07/26/2026
Thank you!