Franchise Transfer

When a franchise location is sold or ownership changes, you need to remove the old owner and add the new one while keeping the workspace and its history intact.

Step 1: Invite the New Owner

1. Go to Organization > User Seats
2. Click Invite User
3. Enter the new franchisee's email
4. Set their role to Workspace Owner
5. Assign them to the transferring workspace
6. Click Send Invite

Wait for the new owner to accept the invite and log in before removing the old owner.

Step 2: Remove the Old Owner

1. Go to Organization > User Seats
2. Find the outgoing franchisee's account
3. Click Remove (or unassign them from the workspace if they own other locations)
4. Confirm the removal

Step 3: Update Social Connections

Social account connections are tied to OAuth tokens from the account holder. The new owner needs to reconnect:

1. Have the new owner log in and navigate to Connected Accounts
2. Remove any stale connections from the previous owner
3. Connect the new owner's social accounts (or the same business accounts with new admin access)

Step 4: Verify the Transfer

Check	Action
New owner can log in	Have them log in and confirm workspace access
Old owner removed	Verify they no longer appear in User Seats for this workspace
Socials reconnected	Connected Accounts shows active, valid connections
Existing content preserved	Calendar and post history are intact
Playbooks active	Active playbooks continue running

What Transfers Automatically

• Post history and analytics
• Calendar content and scheduled posts
• Active playbook enrollments
• Location data and custom variables
• Media library content

What Needs Manual Action

• Social account connections (require new OAuth authorization)
• Owner's personal notification preferences
• Any saved drafts tied to the old owner's user account