Transferring an App
Transfer an app to another account, either to a client, a friend, or a new account you control
This guide will walk you through the process of transferring ownership of a Noloco app to a different account. This feature is particularly useful when you need to hand over the management and billing responsibilities of your app to a client (if you're a Noloco Expert), another team member, or a completely different entity.
Noloco now allows you to directly transfer apps from your workspace to another user's workspace.
Overview
This guide provides:
Best practices for setting up an app transfer.
Step-by-step instructions to complete the transfer.
Troubleshooting tips for common issues.
Best Practices: Setting Up for a Smooth Transfer
Confirm Active Billing: For the app transfer to be completed successfully, the recipient’s workspace must have an active subscription. This ensures uninterrupted functionality and allows the new owner to manage the app seamlessly.
Verify Recipient Workspace: Make sure the destination workspace exists and is ready to receive the app transfer.
Verify Workspace User Access: Ensure both you and the recipient have been added as Workspace Users in the recipient’s workspace. If you’re not added as a Workspace User, you won’t see the recipient’s workspace as an option during the transfer.
If the recipient doesn’t have a Noloco account or isn’t sure how to set up a workspace, you can create a workspace for them directly from your portals.noloco.io dashboard and invite them to join.
Transferring Your App
Once the recipient’s workspace is ready, follow these steps to initiate the transfer:
Locate the App:
Go to your Dashboard at portals.noloco.io.
Find the tile of the app you want to transfer.
Begin the Transfer:
Hover over the app tile and click on the menu button (three vertical dots).
Select ‘Transfer’ from the menu.
Choose the Target Workspace:
In the dropdown, select the recipient’s workspace. (If the workspace name doesn’t appear, confirm they’ve added you as a Workspace User in their workspace settings.)
Confirm to complete the transfer. The app, along with all configurations, will move to the new workspace.
Post-Transfer: What Remains the Same
After the transfer:
Access: You remain an Admin unless removed by the new owner.
Data Connections and Workflows: All existing configurations, data connections, and workflows will remain active without any reconfiguration needed.
Billing: Responsibility for billing shifts to the recipient’s account.
Troubleshooting Common Issues
Recipient’s Workspace Not Visible: Ensure the recipient has invited you as a Workspace User. This access is needed for their workspace to appear as an option during transfer.
App or Workspace Not Displaying on Dashboard: If you or the recipient can’t see the app, check for any missed invitation emails. Clicking ‘Start Now’ in the invitation email activates access.
Subscription Requirements: For transfers, the recipient’s workspace must be upgraded to a paid plan. Verify this before attempting the transfer.
FAQs
Q: I am an Expert and I have transferred the app to my client's workspace; however, I want to maintain access to the app for ongoing support and services. Am I deemed a billable active user in their account? A: No, if you're listed as an Expert, you won’t count towards their billable user total.
Q: I have been invited to a new workspace, where I can see all of the apps that have been created there; however, I cannot launch some of the apps from the workspace. Why is that? A: As a Workspace User, you can see all of the apps that exist there; however, you still must be invited as a User within each app to gain access to it via the Dashboard. If this occurs, ensure you ask a team admin user from the app to invite you to the apps you need access to.
Q: I am an Expert and my client has created 4 apps in their workspace; however, I can only see 1 of these apps from my Dashboard. Why is that?
A: This is because your client has only invited you as a Team Admin user in one of their apps. In order to be able to view the remaining 3 apps in their workspace, you must be invited to their workspace as a Workspace User. Once invited as a Workspace User, you will be able to switch between workspaces via your Dashboard and view all of the apps in each workspace you've been invited to.
Use this guide to ensure your transfer process goes smoothly. For any further assistance, feel free to contact support@noloco.io.
If you did not action the invitation email or you can no longer find it in your inbox, ask the Admin in the app to re-trigger the email invitation. This can be achieved by changing your user role to a non-admin role, pressing save, followed by changing your user role again back to a Team Admin role. If this still does not send an email invitation, ask the admin to confirm the email address they are using for you to ensure its correct. Finally if none of the above works, contact support@noloco.io for further assistance.
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