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InVision ambassador ambassador
GG

Transfer ownership

I have a pro plan. In my account I have 5 different projects going. I want to transfer two whole projects to a client, but how do I do this with the transfer ownership function? How do I transfer the two projects and not all the others I have attached to my account? I have paid for the pro plan 1 year in advance. Will I have to transfer my whole account ownership?!

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Shaina Torgerson
InVision ambassador Shaina Torgerson , ambassador Edited
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Hi GG,

To transfer ownership of a prototype:

1. Go to your prototype homepage. 
2. Click the More button (next to Assets under your prototype name).
3. Select Transfer Ownership
4. Enter the recipient's email address (Note: the recipient must have an active InVision account) and click Finish.  

An email invite will be sent to the recipient which must be accepted. Upon accepting the invite ownership will be officially transferred. If the transferred prototype takes the recipient over quota they will need to upgrade their plan/delete other prototypes to access it. 

Any existing share links will remain active after transferring the prototype to another consumer account.

Note: Prototype transfer from an Enterprise account to another account is not yet possible. To transfer prototypes from an Enterprise account or between Enterprise accounts. You can read more here.

 
Have a great day,
Shaina
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GG
InVision ambassador GG , ambassador Edited
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So if the purpose is to donate the whole project to the client they only get to receive ownership on MY account and not their own? They have a pro plan too and I just wanna deliver this project to that account so they have the full admin and ownership, I don't want them to become owners on my account.

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Lala Galindo
InVision ambassador Lala Galindo , ambassador
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GG,

Once you've transfer ownership, your client will receive the project as their own in their account. They will not have access to your account or become owners in your account.

Hope this clears things up! Please let me know if there's anything else we can help you with here.

Thanks,

Lala
 
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GG
InVision ambassador GG , ambassador Edited
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Thanks for clearing that up. It's a quite common task in my workflow so good to know that the Transfer Ownership feature actually transfers the project to the recipients account instead of just switching the account owner status in my account. But what will my status be on the project when it is transferred to another account? Will I automatically remain in the project as a collaborator or guest on that account, or do the new owners have to invite all the collaborators and guest all over again on their account to the project that they received? And will the shared public links to the projects still remain unchanged?

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Lala Galindo
InVision ambassador Lala Galindo , ambassador
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Great questions, GG!

Unless the new owner, your client, makes new changes, everything (Sharing link, guests, collaborators, comments) existing in the project will stay the same. The only change is that your role from the owner will switch to a collaborator.

Hope this helps!

Lala

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GG
InVision ambassador GG , ambassador Edited
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On a general notice. Does everyone that's invited to a project trough email get collaborator status? Is that the default status for all invites?

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Shaina Torgerson
InVision ambassador Shaina Torgerson , ambassador
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Hi GG,

Yes, that is correct. Anybody that you invite to the prototype by clicking the green circle with the people and "+" icons at the top right of the prototype dashboard will be added as a Collaborator.

To learn more about the other roles applied to users on Consumer Plan Accounts (Free, Starter, Professional, and Team plans), please check out this help article, "What are the differences between Reviewers, Collaborators and Team Members?".

Please let us know if you have any other questions.

Thanks,

Shaina

 
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GG
InVision ambassador GG , ambassador
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Hi again, I'm still not sure what the difference between the green share button and the + icon, it seems to do the same. To me it looks like both features generates collaborators unless you just generate a public link.

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Shaina Torgerson
InVision ambassador Shaina Torgerson , ambassador
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Hi GG,

When you use the green Share button, the people who receive your public share link only have the ability to view, interact (click through), and leave comments on prototypes via that share link and cannot otherwise see the prototype. You can read more about sharing your projects here.

If you choose to "Require authentication for all Share Links", this means that when a URL is shared via the Share link at the top right corner, the person who receives the URL will be forced to sign in to InVision and must be on your list of members in the People tab in order to view the prototype. In other words, if they want to view the share link URL, you will need to add them to your Member list.

Collaborators are people who have been added to the prototype by clicking the green circle with the people and "+" icons at the top right of the prototype dashboard. Collaborators have the ability to edit prototypes, delete screens, add/remove hotspots, replace screens, view, interact and leave comments on prototypes. Collaborators can also export prototypes to PDF or .zip file. Collaborators cannot create or delete prototypes.

I hope that helps!

Best,

Shaina

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GG
InVision ambassador GG , ambassador Edited
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I guess what you meant by "Require authentication for all Share Links" is the option that in my UI is called "Require user identification"? Or are you referring to something I don't have or can see? There's some totally invisible choices in InVision too, like all the options that are hidden behind the passive text "first screen in this prototype", there's no visual hints telling me that this text hides many options. You need to click randomly around to see if there's some hidden functions and this out of sight out of mind effect is not doing the users any favors, agree? But when I'm looking at the options under "first screen in this prototype" I'm not able to see any options to make the links start at the main entrance, aka index. Everyone is wondering where all the projects screens are but each time I need to explain to them that they need to look bottom right and click the icon there in order to get to the page where all the screens are - why?! I don't want the link to start at any specific screen or section but all the options are focused on everything else than main page?

 

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Shaina Torgerson
InVision ambassador Shaina Torgerson , ambassador
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Hi GG,

I apologize for the miscommunication on “Require authentication for all Share Links”. Yes, this is the same thing as the “Require user identification.”

It sounds like you want to be able to send someone a link and have it open to a view of all of your screens at once. That’s not currently possible in InVision.

However, you can do one of two things to give people access to view all screens at the same time:

1) Generate a public share link and direct the person to open the screen drawer at the bottom right, as you’ve previously been doing.

2) Add the person to your prototype as a collaborator so that when they log in to InVision, they can click on your prototype and view all screens. If you choose this option, know that it also gives that person the ability to edit and delete the prototype.

Hope this helps clear some things up,

Shaina

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GG
InVision ambassador GG , ambassador
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Thanks again for swift support. I hope that someday in the future it will be possible to have the shared project links open all screens as a default option :)

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Shaina Torgerson
InVision ambassador Shaina Torgerson , ambassador
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Hi GG,

Of course! Glad I could help clear that up for you.

I will open a ticket on your behalf with our Support team so that they can track your interest for this feature. Please look for a message from them soon.

Best,

Shaina

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Abraham Navas
InVision ambassador Abraham Navas , ambassador
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Hi!

I reached out this thread because I'm experiencing an issue trying to transfer the ownership of a project.

I'm following all steps described above but it looks like the project still belongs to my user, not the user I want to transfer it.

Once I click on .../Transfer Ownership and set the email of the account I want to transfer it to, should the receptor expect to receive any conformation link or is it a full-transparent process? The fact is the destination account doesn't receive any required action by email nor sees the project under its ownership. In fact, the project still belongs to my account.

Is there any bug that is making this situation? How can it be fixed?

Thanks in advance for your help!

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Shaina Torgerson
InVision ambassador Shaina Torgerson , ambassador
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Hi Abraham,

As mentioned in the steps above to transfer a Prototype, the recipient must have an active InVision account. Can you confirm that the email that you are attempting to transfer to is an email that's connected to an active InVision account?

Thanks,

Shaina

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Michael Longe
InVision ambassador Michael Longe , ambassador
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Related but slightly different question:

We have an Enterprise plan. There doesn't appear to be a "Transfer Ownership" menu item (for a project that I own).

Situation:

One of our employees is leaving the company and is Owner of a number of prototypes etc. There is little KB content about ownership once a prototype is inside Enterprise. For example, KB article 203730935 about Removing a Member doesn't say what happens to the prototypes; who inherits them? But from KB article 203730825, it seems necessary to Transfer Ownership of those prototypes before the employee's account is removed.

Please advise.

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Shaina Torgerson
InVision ambassador Shaina Torgerson , ambassador
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Hi Michael,

Thanks for reaching out about this here in Community! All prototypes that the employee has created are owned by the Enterprise, so even if they leave, their prototypes will remain owned by the account. 

To clarify, removing any accounts from the Org, will not delete the prototypes, as all of their prototypes, belong to your Enterprise accounts. The way that Enterprise accounts are set up is so that the Enterprise account owns all the prototypes and boards created within the Enterprise. All users that are part of the Enterprise account are "subscribed" to that account. 

When you remove a user from the Enterprise account, you are removing their access to the Enterprise account bucket. Removing them from the Enterprise account does not remove any of the projects they created in the Enterprise, as this is owned by the Enterprise. 

However if there are any prototypes owned by this user that you would like to change ownership, here's how to do so.

Please let me know if this answers your question.

Thanks,

Shaina

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Michael Longe
InVision ambassador Michael Longe , ambassador
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Thanks for the prompt reply. It's good to have reassurance that there's no risk of loss even though the Owner of a prototype is removed.

Note that the referenced article's instructions do not work, for the reason noted above:  There's no "Transfer Ownership" menu item for Enterprise projects.

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Shaina Torgerson
InVision ambassador Shaina Torgerson , ambassador
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Hi Michael,

I apologize for the miscommunication. You can find the instructions for an Enterprise here, which are linked in the Help Article linked above.

Please let me know if there's anything else I can help you with.

Have a great day!

Shaina

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Michael Longe
InVision ambassador Michael Longe , ambassador
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All of the KB examples I've found (and that you've shared) address the transferring of prototypes from a Personal/etc. account to another non-Enterprise account or into an Enterprise account.

None of the articles offer instructions if the prototype is already an Enterprise prototype; apparently because there's no way to do it (short of InVision staff intervention).

 

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Shaina Torgerson
InVision ambassador Shaina Torgerson , ambassador
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Hi Michael, 

Ah yes, I see what you're saying now. Sorry for the oversight there. 

As mentioned in my first response, since the prototype is in the Enterprise, it is now owned by the Enterprise. You should not need to transfer ownership in your case. Should you choose to have the ownership manually altered by InVision, please reach out to our Support team here.

Thanks,

Shaina 

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