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Update user roleUpdate customer and billing details

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Transfer ownership of your workspace

If you are an agency using Dovetail or you have signed up using a personal email address, you can transfer ownership of a whole workspace to a client or your company. View steps below that need to be taken to complete this.

Update user role

  • Log into your Dovetail workspace.

  • Update workspace access roles- If your client has an existing account in your Dovetail workspace, update their workspace role to grant them admin access in the User settings.

  • Invite users to your workspace- If your client does not have an existing account in your Dovetail workspace, invite them to the workspace and grant them admin access once invite has been accepted.

  • If there are no available seats left in the workspace to action this change, you could re-allocate or remove an existing manager or contributor in the User settings to open up a paid seat.

Update customer and billing details

  • Once the new admin has been assigned, they will need to log into the workspace and update the subscription and the billing details for the workspace in billing.

  • In billing, your client will need to change the subscription plan for the account, update billing contact details, credit card details and billing cycle.

  • Depending on their chosen subscription plan, they can also update the payment method for the subscription from credit card to bank transfer payment (invoice on net 30 terms). Payment via invoice is available for any payment over $2,400 USD.

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Emily Brogan

Inbound Customer Specialist

Article info

Last updated 7 June 2022
2 min read

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