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Fetch the complete documentation index at: https://docs.readdy.ai/llms.txt

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Project Transfer lets you move a project from one Readdy account to another. This is useful when you need to hand a project over to a client, a teammate, or another account you own. The current owner sends an invite first. Once the recipient accepts it, they become the new owner of the project.
Only the current project owner can start a transfer, and each project can only have one active transfer invite at a time.

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What’s Included in the Transfer

When a transfer is completed, the recipient receives:
  • The project, including forms, agent configuration, integrations, and collaborators
  • The custom domain, if the project still has a connected domain when the recipient accepts the invite
The recipient gets the latest version of the project at the moment they accept the invite. Project Transfer does not lock the project to a snapshot from when the invite was first sent.

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Send a Transfer Invite

1

Open the transfer entry

Go to the project panel, click the Project Setting menu, then select Transfer Project after entering the page.After you send the invite, this same menu entry changes to Manage transfer.
2

Choose the recipient

Enter the recipient’s email address, then choose who they are.Readdy checks that the email is valid and makes sure you are not transferring the project to yourself. If the recipient is already a collaborator on the project, you can select their email from the suggestion list.
Transfer project dialog with recipient email and role selection
3

Review the transfer details

Review the project name, recipient email, what will be included, and the transfer options.At this step, you can choose whether to keep your viewer role after the transfer and whether the new owner can keep chat history and version history.
Transfer project confirmation step showing included items and transfer options
4

Send the invite

Click Confirm Transfer to send the invite.The recipient can accept the transfer from the invite email or from the Readdy inbox. You can also copy the invite link and share it directly.
Transfer project success step with invite link and Manage Transfer action

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Manage an Active Transfer

After the invite has been sent, open Manage transfer to review or update it. You can:
  • Check the recipient, transfer status, and expiration date
  • Copy the invite link
  • Resend the invite
  • Cancel the transfer
Manage Transfer dialog with recipient, status, expiration, and actions
If the invite expires before the recipient accepts it, use Manage transfer to resend a new invite.

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Accept a Transfer Invite

To accept the transfer, the recipient must sign in with the same email address that received the invite.
1

Open the invite

Open the invite from the transfer email or from the Readdy inbox.
Readdy inbox notification showing a project transfer invite with Accept and Decline buttons
2

Review the transfer details

Before accepting, the recipient can review the sender, project name, expiration time, and the items included in the transfer.
Accept Project Transfer dialog showing transfer details and Accept button
3

Accept or decline the project

Click Accept to complete the transfer. If the recipient does not want to receive the project, they can click Decline instead.Recipients on a free plan must upgrade to a paid subscription before they can accept the project.
Transfer Complete screen confirming the recipient is now the new owner

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Transfer Options

If this option is enabled, you stay in the project as a viewer after the transfer is completed. If it is turned off, you will lose access once the recipient becomes the new owner.
If this option is enabled, the new owner can see the previous chat conversation and version history in the chat panel. If it is disabled, the new owner will only see the latest version and will not be able to view the conversation history.

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Troubleshooting

Symptom: The recipient opens the invite and sees a “wrong account” message instead of the Accept screen.Cause: The recipient is signed in with a different email address than the one that received the invite.How to fix:
  1. Sign out of the current account.
  2. Sign in with the email address that received the invite.
  3. Open the invite again from the email or the Readdy inbox.
Symptom: The recipient sees a prompt to upgrade and cannot click Accept.Cause: Project Transfer requires the recipient to have an active paid subscription before they can take over the project.How to fix: Ask the recipient to upgrade to a paid plan, then reopen the invite and click Accept.
Symptom: The recipient opens the invite and sees an “invite expired” message.Cause: Transfer invites expire after 7 days if not accepted.How to fix:
  1. As the sender, open Manage transfer on the project card.
  2. Click Resend invite to send a new one.
  3. The recipient opens the new invite and accepts it before it expires.
Symptom: The recipient cannot accept the transfer because their account is at the project limit for their current plan.Cause: Each plan has a maximum number of projects. The recipient’s account is already at that maximum.How to fix: The recipient either upgrades to a higher plan or removes an existing project to free up a slot, then accepts the transfer.
Usually not. In normal cases, project transfer does not cause data loss or temporary downtime. Only in rare or extreme cases where the transfer fails might you run into this kind of issue. If that happens, please submit a support ticket as soon as possible, and we will investigate and help resolve it promptly.
No. A project can only have one active transfer invite at a time. If you need to transfer the project to someone else, cancel the current invite from Manage transfer first, then start a new transfer.

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Need Help?

If this guide doesn’t resolve your issue, submit a support ticket. We’re here to help!