Project Transfer
A project can be transferred from one tenant to another. The receiving tenant must explicitly accept the transfer before ownership changes. Once accepted, the sending tenant loses all access to the project.
What gets transferred
| Transferred | Stays with the source tenant |
|---|---|
| Project and all its settings | Form submissions |
| All forms in the project | Usage analytics |
| Full form revision history | Translations |
| — | Source tenant's subscription (cancelled on transfer) |
Submissions and analytics remain with the original tenant intentionally — they may contain data tied to the source tenant's business context. Translations also stay because they are maintained at the tenant level independently of which tenant currently owns the project.
Initiating a transfer
Only users with the admin role can initiate or accept a transfer.
- Go to the Projects list
- Open the row menu on the project you want to transfer and select Transfer Project
- Enter the Tenant ID of the receiving tenant and click Next — Buildocs validates the tenant exists and that it is not your own
- Review the confirmation warning and click Transfer Project
A transfer request is sent to the target tenant. You will remain the owner until the receiving tenant accepts. Only one pending transfer can exist for a project at a time.
Once the receiving tenant accepts, you immediately lose access to the project and all its forms. Make sure you have exported or noted any data you need before initiating.
Accepting or rejecting a transfer
When an incoming transfer is pending, an alert banner appears at the top of the Projects page for the receiving tenant. Each pending transfer shows:
- The name of the project being offered
- The Tenant ID of the sender
Click Accept to take ownership or Reject to decline. Both actions notify the sending tenant.
On acceptance
- The project and all forms move to your tenant immediately
- The sending tenant's subscription for this project is cancelled
- A notification is sent to the sending tenant confirming the transfer
On rejection
- The project stays with the sending tenant
- The sending tenant is notified that the transfer was declined
- The sender may initiate a new transfer request if needed
Required permissions
Initiating, accepting, and rejecting transfers requires the admin role on both sides.