Transfer workspace ownership access
Learn how to transfer workspace ownership and full account control to a team member in your Fresha account.
Transfer Fresha workspace ownership to a team member
If your business is changing owners or you need to transfer ownership to someone else, you can do this through your Workspace settings.
The new owner must already be added as a team member in your Fresha business account before ownership can be transferred.
Once ownership is transferred, your owner access will be removed and you will be assigned a team member role with high level access to the Fresha workspace.
Transfer ownership access
- From the toolbar in the top right of your screen, select the Profile icon and click on My profile.
- In the left menu panel, click on Workspaces and select Manage next to the workspace you want to transfer ownership of.
- In the top right of the view, select Actions, then choose Transfer workspace ownership.
- In the top right of your screen, click Continue to progress to the next step.
- Use the search bar to find the team member you want to transfer ownership to, then select their profile.
- In the top right of your screen, click Continue to progress to the next step.
- Review and confirm your changes, select the checkbox at the bottom to acknowledge the ownership transfer, then select Confirm to complete the process.
- To verify the change, enter the security PIN sent to the email address registered to your Fresha account.
- Alternatively, you can choose to receive the security code by text message by selecting the link provided.
- Once you enter the 4 digit PIN, you’ll see a confirmation that ownership has been successfully transferred.
- Your workspace access will automatically be updated to the High access permission level.
Once ownership has been transferred to a team member, you’ll receive a confirmation email at the email address registered to your Fresha account.
FAQs
A Fresha business account can have only one account owner with full access. If you need to share control, we recommend giving a team member full access through your permissions settings.
If you need to remove a team member from your workspace, you must first archive and then delete their profile. This permanently removes their workspace access while preserving your business reviews, their past sales and appointment data in your reports.
If you want to leave a workspace, you can do so from your Workspace settings.
As the workspace owner, you can create and manage permission roles for your workspace and control individual access levels for each team member.
Only team members who have accepted the invite to join your workspace will appear in the list when selecting a new owner. The team member must also verify their email address and create a login for your workspace before they can be selected.