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Transfer a deliverable

Share & deliver Updated 9 Oct 2026 1 min read

Hand ownership of a deliverable to someone else on your team, for example when a colleague takes over a client.

  1. Open the deliverable and choose More (the three dots) at the far right of the module bar.
  2. Choose Transfer Deliverable.
  3. Pick the team member who should own it and confirm.
The editor's More menu, with Transfer Deliverable

The new owner gets full control of the deliverable.

Related: Manage team members and guests · Adding and removing collaborators

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