8.6 Job Over? Transferring Team

As external consultants, we’re used to our assignments not lasting forever. Sometimes we’re lucky enough to advise companies and teams for years, but that’s not always the case.

As a consultant, you have an interest in enabling the team to take over the management of roles—and thus the teamdecoder team—at some point. Also, you are legally obligated not to keep any confidential data once a project ends.

And as teamdecoder, of course, we want your client to eventually open their own paid teamdecoder account. 🤷

For all this, we have the "Team Transfer" feature.

• With it, you can transfer the teamdecoder team you built and maintained over the course of the project to your client’s account at the end of the job.

• They can then continue working with it there,

• all data will no longer be with you but with the client,

• and if you are to work occasionally with the team, e.g., for monthly Campfire meetings, the client can invite you as a Co-Admin to the team!

Note: If the recipient of the team doesn’t yet have a paid teamdecoder account, they will be guided through the registration process first.

You can initiate the team transfer here:

Links:

KB Article: https://teamdecoder.tawk.help/article/team-transfers