Transferring a record to another Workspace

When a record is transferred to another workspace, rights and permissions are reassigned based on the settings and roles of the new workspace. Here is how the process works and which options are available.

Who can transfer a record?

To transfer a record, you must have the Workspace Admin role in both the source workspace and the target workspace. If Workspace settings allow it, Workspace Editors can also transfer records.

For personal records that are under your own account and not under a workspace, only your role in the target workspace matters.

What happens to my access rights after transfer?

In the target workspace, you receive the rights that match your Workspace role, such as Admin, Editor, or Viewer. If you need more rights specifically for this record, a Workspace Admin in the target workspace can assign you as record manager (Record Admin).