Hand over a workspace to a customer

Open Properties on the workspace and go to the Admin tab. Click "Hand over to customer ...".

The button is shown to the owner of the workspace who has the developer role.

Enter the customer's e-mail address and the company name for the invoice. The subscription is created in the customer's name. If the customer has no Docly account, one is created, and the customer chooses a password from the link in the e-mail.

Choose a plan. The plan that covers today's usage is preselected.

You see the domains the workspace is published on. Ticked domains are moved to the customer's subscription.

A workspace can only be published on domains on the same subscription as the workspace. Publishings on domains that are not moved are removed. A domain that is used elsewhere too cannot be moved.

Choose what the e-mail says: new terms with the standard plan and its price, a continuation of an existing agreement where you write the paragraph about the terms, or an e-mail you write entirely yourself. You can add a personal greeting at the top.

After the handover the customer owns the workspace. Choose "Keep me as administrator" to keep maintaining the solution, or "Remove all my access".

Read the summary of what will happen, and click "Hand over to customer".