How to Transfer Ownership
All About Transferring Ownership
Only Owners can Transfer Ownership.
Ownership can only be transferred to current Administrators or Project Managers.
Ownership transfers cannot be undone.
How to Transfer Portfolio Ownership
- Click on the Settings icon in the left side navigation bar
- Select 'Access' tab
- Select the checkbox next to the user you'd like to transfer ownership to.
- Click the 'Take Ownership' button at the top of the screen.
- Confirm ownership transfer.