Hand a workspace to your client

You built a workspace for a client: leads, scoring, API keys, webhooks, automations. A transfer makes the client its owner without rebuilding anything. You stay on as an admin, so your automations keep running.

Before you start

• Invite the client from Dashboard → Team and wait until they join. Only an active member can receive the workspace. Members need a Pro or Scale workspace, the 14-day trial included: see Team access. A workspace you created has no trial and starts on Free, which has one user, so subscribe it to Pro or Scale first to invite the client.
• The workspace must have no payment in progress. A payment started in Checkout is completed or expires within 25 hours. A paid workspace can be transferred: its subscription stops when the client accepts, so you do not cancel it yourself. That includes a subscription you took only to invite the client.
• If a payment on the subscription is unpaid or pending, the transfer is refused: only a paid period carries over. Settle it in Manage billing, then offer the workspace.
• Your subscription for the workspace stops at acceptance. You are not charged again and nothing is refunded, including the days left in the period you paid. Your subscriptions for your other workspaces do not change.
• A Free workspace can go only to a client who does not already own a Free workspace. If they own one, they upgrade it first.
• Review the workspace’s API keys, webhooks and assistant connections now, while you are the owner: Dashboard → Team lists them under Access to this workspace, with who set up each one. Keep what your Make or n8n scenarios use. Revoke unwanted API keys, delete unwanted webhooks and remove this workspace from unwanted assistant connections.

Offer the workspace

1. Select the workspace in the Workspace selector in the sidebar.
2. In Dashboard → Team, under Transfer ownership, choose the new owner and select Offer ownership.

The list shows active members only. The client receives an email and sees the offer under Pending transfers on their own Team page. The offer lasts 7 days. Until it is accepted, you can select Cancel offer there. Only one offer can be pending for a workspace at a time. If the email cannot be sent, the offer still stands and Klozeo tells you: the client can accept it from their Team page.

Accept or decline

The client opens Dashboard → Team, in any of their workspaces, and selects Accept or Decline under Pending transfers. Accepting makes them the owner and opens the workspace. Declining closes the offer, and so does the 7-day expiry: nothing changes. Klozeo checks the payment and Free workspace conditions again when the client accepts, then stops your subscription. If it cannot be stopped, nothing changes: the client sees an error and can try again in a few minutes.

What changes

• The client becomes the owner. Their previous member access to the workspace is replaced by ownership.
• You stay in the workspace as an admin.
• Leads, history, scoring rules, API keys and webhooks stay exactly as they are, so your automations keep working.
• Assistant connections (Claude, ChatGPT and other MCP clients) to this workspace are disconnected, yours and the client’s. The client reconnects and approves again.
• The client finds the API keys, webhooks and other members’ assistant connections under Access to this workspace on their Team page, with who set up each one, and can revoke the keys, delete the webhooks or remove this workspace from the connections.
• Billing is the client’s. Your subscription for the workspace stops at acceptance: you are not charged again and nothing is refunded.
• The workspace keeps its plan until the end of the period you paid. The client’s dashboard shows it as paid until that date, and Klozeo reminds the client by email about 3 days and about 1 day before it, when the period is long enough.
• The client can subscribe at any time from Settings. Subscribing keeps the workspace’s plan: a Scale workspace stays on Scale. They are first charged on the date the paid period ends, or at once if less than an hour remains, never for days already paid, and the subscription is billed to them. The founder price does not pass: they pay the standard price.
• If the client does not subscribe, the workspace moves to Free on that date. Nothing is deleted. You can no longer manage its billing.

Work in the workspace as an admin

• The workspace stays available in your sidebar.
• An admin manages API keys and webhooks, invites and manages editors and viewers, deletes leads in batches and recalculates all scores. An admin does not manage admins, billing, the account export, ownership transfer or deletion. Team access lists the roles.
• While the workspace keeps its plan, you stay an admin. If it moves to Free, every member is read-only in the dashboard, admins included. That covers API keys and webhooks. Once the client subscribes the workspace to Pro or Scale, you are an admin again in the dashboard.
• Your API keys keep working. The account export accepts only keys created by the current owner, so after the transfer it refuses a key you created. The key keeps working for everything else.
• With an API key on the classic MCP endpoint, you can use every tool, as the owner can. There is no export tool. An assistant that connects with browser login (OAuth), such as Claude or ChatGPT, cannot connect to a workspace where you are an admin. See MCP overview.