Every Doc in Coda has an owner (read more about doc owners below). 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 the following requirements apply before attempting to transfer your doc:

  1. You have invited the new owner to your Coda doc as an editor.

  2. The new owner is listed as a Doc Maker in your Workspace.

  3. The new owner is a member of the shared folder where the doc currently lives.

  4. 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 requirements 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 a doc maker who has been removed from your workspace, we will be happy to assist with this.

To initiate this process, please contact us at support@coda.io. Note that this request will need to come from a Doc Maker (Admin) in the workspace. For security reasons, some additional information and actions are often required before moving forward with doc transfers.


More info on doc owners:

Each Coda doc has one and only one doc owner. Whoever creates a doc will be the doc owner by default. But owners - and only owners - can then transfer ownership of the doc to a new owner (instructions below). You can determine the owner of a doc by clicking the Share option in the upper-right of the doc, then expanding the Shared with section:

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In addition to all the abilities of a Doc Maker or Editor, doc owners have the exclusive ability to:

Note that doc owners are typically Doc Makers. If a doc owner is downgraded from Doc Maker to an Editor, or if they’re removed from the workspace, their doc(s) will become read-only.

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