Transfer organization ownership

Action available only for Organization Owner

One common example of when organization ownership transfer is needed happens when a user signs up for Coupler.io from their personal email and later wants to transfer it to a work email address.

Steps to transfer organization ownership

1. Add the new owner to your organization

As the current organization owner:

1

Go to Settings (gear icon in the left sidebar)

2

Navigate to "Organization" settings

3

Click on the "Organization owners" tab

4

Click the "Invite new user" button

5

Enter the email address of the person who will become the new owner

6

Click "Send invite"

The new user will have full organization owner access, including billing and all workspaces.

2. Remove the previous owner

The new owner must do this:

1

Go to Settings → Organization → Organization owners tab

2

Find the previous owner in the list

3

Click the "Remove" icon next to their name

4

Select a new owner for all resources of the previous owner (data flows, source and destination connections, dashboards).

5

Confirm the removal

The removed organization owner will lose access to the organization, workspaces, and billing management.

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What happens to resources owned by the removed organization owner?

When removing an organization owner who has created data flows, dashboards, or connections in workspaces, you must reassign their resources to prevent disruption.

If the organization owner has no role in some or all workspaces

When you attempt to remove an organization owner who has no workspace-level role in one or more workspaces, you'll see a confirmation popup with a required action to select a new owner for their resources:

What you need to do:

1

Select a new owner from the list of users with organization owner role.

2

Click "Delete owner."

All resources (data flows, dashboards, connections) will be transferred to the selected user. The removed user will lose organization owner access but keep any workspace roles they have.

What gets reassigned:

• Data flows created by the removed owner

• Dashboards created by the removed owner

• Source connections (e.g., Google Ads, Facebook Ads accounts)

• Destination connections (e.g., Google Sheets, BigQuery)

• Both private and shared connections

What is not reassigned:

• Chats with AI agent

This reassignment happens across all workspaces where the removed organization owner had no workspace-level role.

If the organization owner has role in all workspaces

You will still see a popup to reassign resources - this is more of a safety checkpoint, in case the owner you are removing creates something during the deletion process in a workspace where they have no workspace-level role (for example, creating a new workspace and adding a data flow there).

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Alternative: Change role instead of removing organization owner

If you want the person to keep working in specific workspaces without organization-level access:

Before removing them as organization owner:

• Invite them to specific workspaces as Admin, User, or Guest.

• They'll have both an organization role and workspace role(s).

Then remove their organization owner role - they'll retain access to workspaces where they were invited, and their resources will remain under their ownership in those workspaces.

Steps:

1

Go to workspace settings for each workspace where you want them to keep access.

2

Click "Invite new user."

3

Enter their email (the same email as their organization owner account).

4

Select a role: Admin, User, or Guest.

5

Send the invitation.

6

Go back to Settings → Organization → Organization owners.

7

Remove them as organization owner.

you will still see reassign resources pop-up to cover any race conditions during removal - select yourself and confirm deletion

Result:

• They keep access to specific workspaces

• They keep ownership of their data flows and connections in those workspaces

• They lose access to billing and organization settings

• They lose access to other workspaces where they weren't invited