How to Transfer a Project’s Hosting to a Client Organization in Umbraco HQ
Transferring a project's hosting to a client organization in Umbraco HQ ensures smooth project ownership transition without disrupting ongoing work or user access. Below, we outline the detailed steps, considerations, and actions required for a successful transfer.
Step-by-Step Process for Transferring a Project
Follow the steps below to transfer a project to a client organization:
Create a New Organization for the Client: - Gather the following information: - Company Name - Address - ZIP/Postcode - Country - VAT number (if applicable) - Organization email address - Set up the new organization in Umbraco HQ with these details.
Select a Payment Method: - Choose either "Credit Card" or "Yearly Invoice." - If "Credit Card" is selected, the client must add a valid card to the new organization before the project transfer can proceed.
Move the Project to the New Organization: - Assign both technical and payment ownership to the new organization.
Create the Organization's Primary User Account: - A primary user account must be created for the designated client email. - This email should be one that the client organization monitors and manages.
Invite the Organization’s User to the Project: - An admin user must invite the organization’s primary email/user. - Ensure they accept the invitation from the "Pending Projects" section to gain access.
Confirm Currency Preferences: - If applicable, ensure that preferred currency settings are confirmed in the new organization.
Impact of Transfer on Existing Work and User Access
Rest assured, transferring a project to a new client organization will not alter the project’s content or disrupt any ongoing work. All users who previously had access to the project will retain their roles and permissions. However, the new organization’s designated user must accept the project invitation to activate their access.
Troubleshooting Common Issues
Why Can’t the Client Manage the Organization or View Invoices?
If the client cannot manage their new organization or access invoices after the transfer, follow the steps mentioned below to resolve the issue:
Ensure the primary user account for the organization’s designated email is fully created.
Have an existing admin invite this user account to the project.
Confirm the client has accepted the invitation from the "Pending Projects" section.
Without these steps, the client organization’s user cannot fully manage the organization or access essential resources such as invoices.
Related Topics
[Managing User Permissions in Umbraco HQ]
[Setting Up and Configuring Organizations in Umbraco HQ]
[Troubleshooting Payment Issues]
By following this guide, you can ensure a seamless project hosting transfer to your client organization in Umbraco HQ.