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    Transferring ownership in Airtable
    • 01 Mar 2024
    • 3 Minutes to read
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    Contents

    Transferring ownership in Airtable

    • Updated on 01 Mar 2024
    • 3 Minutes to read
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    Article Summary

    Plan availability

    All plan types with additional options for Business and Enterprise Scale. 

    Permissions

    • Owners - Owner permissions are necessary to transfer workspaces and bases (and interfaces contained within those bases) ownership. 

    Platform(s)

    Web/Browser, Mac app, and Windows app 

    Related reading

    Airtable terminology

    • Workspace - A template is a predefined schema of static (default) information that can create the same set of records over and over again by utilizing linked record relationships.

    • Base - A base is a collection of data in Airtable, designed to contain all of the information a user needs for a project or workflow. Bases can have multiple tables, each containing data; within each table, there are records, with data for each record stored in fields.

    • Interface - An interface is a curated representation of base data created using Interface Designer. Interfaces are fully customizable, and can contain various visual elements, data sources, and permissions.

    Transferring base ownership from one workspace to another workspace in Airtable

    Workspaces can contain multiple bases and interfaces owned by one more more Airtable users. This article covers transferring ownership from one user or workspace another.

    Note

    We strongly encourage that all workspaces have multiple owners to prevent workspaces from being owned by an employee who is no longer part of the company.

    Transferring base ownership from one workspace to another

    NOTE

    You can only choose workspaces where you have creator permissions when moving a base to a new workspace.

    1. Visit your Airtable homepage.

    2. Select the workspace containing the base you to transfer.

    3. Click the … icon of the base you want to transfer.

    1. Click Move base.

    2. Click the ⌄ icon and select your preferred workspace.

    3. Click Move base.

    Transferring workspace ownership to another account in Airtable

    Note

    Workspaces with only 1 owner must transfer workspace ownership to another user's Airtable account before removing themselves from that workspace or updating permissions.

    IT considerations when transferring workspace ownership to another account

    • If necessary, contact your admin and request they update the workspace or account ownership on your behalf.

    • When transferring workspaces from an inactive to active user:

      • Your IT department will take ownership of the inactive user’s account and create a new user account to take over as the owner.

    • We strongly encourage that all workspaces have multiple owners to prevent workspaces from being owned by an employee who is no longer part of the company.

    Transferring workspace ownership to another account

    1. Visit your Airtable homepage.

    2. Open the workspace you want to transfer to another account.

    3. Click Share in the top-right corner.

    4. Click Manage access.

    5. Search for or locate the account where you want to transfer your workspace.

    6. Click the arrow next to the account name’s permission level under the “Permission” column.

    1. Click the ⌄ icon under the “Permission” column and select “Owner.”

    2. Click Confirm.

    Downgrading and removing yourself from workspaces in Airtable

    Note

    After transferring workspace ownership, you can downgrade your permission level or remove yourself from the workspace entirely.

    Downgrading yourself from a workspace

    1. Visit your Airtable homepage.

    2. Open the workspace you want to downgrade or remove yourself from.

    3. Click Share in the top-right corner.

    4. Click Manage access.

    5. Search for or locate your account.

    6. Click the arrow next to your account name’s permission level under the “Permission” column.

    1. Click the ⌄ icon under the “Permission” column and select your preferred permission level.

    Removing yourself from a workspace

    1. Visit your Airtable homepage.

    2. Open the workspace you want to downgrade or remove yourself from.

    3. Click Share in the top-right corner.

    4. Click Manage access.

    5. Search for or locate your account.

    6. Click the arrow next to your account name’s permission level under the “Permission” column.

    7. Click the checkbox next to your name.

    8. Click Remove 1 collaborator in the top-right corner.

    FAQs

    How does transferring workspace ownership impact billing?

    The credit card used for that workspace's billing will continue to be charged, even after a complete workspace ownership transfer. We recommend coordinating with the new workspace owner to update the payment method as part of the workspace handoff process before removing your access. You can update the credit card on file from the payment section of the upgraded workspace's settings page.

    What do I do if I accidentally downgrade my permission level or remove myself from a workspace(s)?

    In that case, you must request a workspace collaborator to upgrade your permission level or re-add you back to the workspace.

    What surfaces do workspace owners own within Airtable?

    Workspace owners own all underlying bases and interfaces within that workspace.

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