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 three ways of transferring doc ownership: using the Sharing dialog as the doc owner, using Enterprise SCIM, or by reaching out to support.
Sharing Dialog as Doc Owner
If you are the owner of a doc in Coda, open the sharing dialog and make sure that the new desired owner has had the doc explicitly shared with them (if not, you'll need to share it with them first).
You will then see an option to make someone else the owner of the doc:
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.
Transfer all docs for deactivated user
Open your Organization Admin Console by selecting Organization Settings under the ... menu below your workspace.
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: Contact support
If you are not an enterprise customer, we will be happy to assist with manually transferring doc ownership from an inactive member of your workspace. 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 and 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.