Transferring apps to a different billing account (ownership transfer)

Account administrators with full-management permissions, and some other admin types with sufficient permissions, can transfer ownership of applications to users in other accounts. In most cases, this means transferring applications to a different realm. This article covers how to transfer apps to a different account and ensure the app continues to work as expected after the transfer.

Permission requirements

To transfer applications to a different account, you must have at least one of the following permission types:

• Account admins with at least full-management permissions
• Account admins with support-level permissions who are also application manager or application admins in the app being transferred 
• Application managers in the app being transferred

Other requirements

• The user you transfer ownership to must have permission to create applications in the destination account.
• To complete the transfer, the user whom you are transferring the application to must accept the transfer.
• The account the app is coming from and the account the app is going to should have identical configuration. Plan level, entitlements, and available features should match. If they are not the same, there may be discrepancies in app functionality.
• Make sure you understand the impact of moving the app to a different realm. Several parts of the app may need to be reconfigured, and it is useful to make notes before transferring the app so you know how to get the app working again after the transfer. See the Reconfiguring apps after they’ve been transferred into a different account section of this article for a list of areas to check before making the transfer.

Restrictions on transferring apps to a different account

Applications that are owned by a trial account or an account that is suspended cannot be transferred to a different account. In these cases, you can submit a request to Quickbase Technical Support to transfer application ownership.

How to transfer apps to a different account

Transfer Quickbase apps either through the Admin Console or application settings. 

Transfer through the Admin Console

1. Access the Account Summary Page.
2. Select Apps.
3. Select the name of the application you want to transfer.
4. Select Transfer App.
   On certain service plans, you may need to select the change link to the right of the app manager's name instead.
5. Enter the user name or email address of the Quickbase user to whom you want to transfer the application in the text box, then select Next.
   Note: The Quickbase user must have app create permissions in at least one account.
6. Verify that the user name or email address you entered is correct, then select Next.
7. Select Authorize Transfer to transfer the application, and send an alert to the user to whom you are transferring the application.
   No application transfer is complete until the user to whom you are transferring the application acts on the alert and accepts the transfer. When the new app manager accepts the transfer, an alert email is sent to the previous app manager.

Transfer through application settings

1. Open the application you want to transfer.
2. From app home, select App settings. 
3. Select Application management in the Advanced Features section.
4. Select Transfer app. It is in the Manage the App section which is the last section on the page.
5. Enter the username or email address of the Quickbase user to whom you want to transfer the application in the text box, then select Next.
   Note: The Quickbase user must have app create permissions in at least one account.
6. Verify that the username or email address you entered is correct, then select Next.
7. Select Authorize Transfer to transfer the application, and send an alert to the user to whom you are transferring the application.
   No application transfer is complete until the user to whom you are transferring the application acts on the alert and accepts the transfer. When the new app manager accepts the transfer, an alert email is sent to the previous app manager.

Reconfiguring apps after they’ve been transferred into a different account

In most cases, transferring apps to a different account means that they move to a different realm. Because of this, anything in the app that references the realm needs to be reconfigured. The following table includes all areas to check to make sure your app is reconfigured and works correctly after the transfer.

Moving transferred apps back to the original account

To move a transferred app back to the original account, contact technical support. They will restore the app that existed in the original account. Any changes that were made after the app is transferred will be lost.