Every Doc in Coda has an owner. Occasionally, circumstances require ownership of a doc to be changed: for instance, you may be switching jobs or projects and need to transfer ownership of some docs to your manager. In other cases, someone on your team may have left without transferring over their docs, and as an admin you would like to assume control of them.

There are several ways of transferring doc ownership, depending on your exact circumstance:

Change ownership of your docs

Via Sharing Dialog

If you’re the owner of a doc, you should be able to transfer ownership via the Sharing dialog.

But first things first: make sure you invite the new owner to your Coda doc as an editor, and make sure they're listed as a Doc Maker in your workspace. Note that if your Coda workspace is backed by Google Drive, the new owner will need to share your domain for this to work.

Once you’ve made sure the above requirement are met, open your Coda doc. In the upper right corner, select Share. You will then see an option to make someone else the owner of the doc. Select Is owner next to the name of the new owner.

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Via GoogleDrive

This method is only for customers whose Coda workspace is backed by Google Drive. Not seeing your docs in GDrive? Then you’ll likely need to follow the “Via Sharing Dialoginstructions above instead.

If the new owner shares your domain:

Go to Google Drive and right click on the document and select Share. Then click Advanced in the bottom right corner. Lastly, click the dropdown arrow next to the person who you'd like to be the new owner, and change their role to owner. Don't forget to save the changes!

If the new owner does not share your domain:

Google Drive currently doesn't support changing across domains. So if you want to give ownership of a doc to someone outside of your domain, follow these steps:

  1. Share the doc with the person you're giving ownership to

  2. Have the new owner create a copy of the doc, and then reshare that copy with the rest of the team.

Transfer all docs for deactivated user

Enterprise via SCIM

If you are an Organization Administrator, and one of your user's accounts has been deactivated via SCIM, you can transfer all their owned docs to another user in your organization.

In order to get started, you must be an Organization Administrator and your organization must be on the Enterprise plan.

  1. Open your Organization Admin Console by selecting Organization Settings under the ... menu below your workspace.

  2. At the bottom of the page, select Manage users

3. Click "Transfer Docs" next to the user who you want to transfer their docs. Note: Only deactivated users appear in this list. If the user is not in this list, they might not be a part of your organization's registered domains, or they may not have been deactivated through your identity provider via SCIM.

4. Type the user you would like to transfer the docs to. Note: Only active organization users appear in this list. If the user is not in this list, they might not be a part of your organization's registered domains.

5. Click Transfer Ownership, and the process will begin – after it completes, you should see "Done transferring docs" appear next to the user.

Non-Enterprise

If you are not an enterprise customer, and you’d like to transfer doc ownership from an inactive member of your workspace, we will be happy to assist with this. Please note: you will need to be a Doc Maker (Admin) in the workspace, and only docs created by the former member in the workspace will be transferred to you.

To continue, contact us at support@coda.io. Let us know the email address of the member you'd like to transfer docs from as well as the name of the workspace in question.

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