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How to transfer a base to a client


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I created a base for a client and now need to transfer that base to them and remove myself as the owner.  What is the best way to accomplish this?

4 replies

TheTimeSavingCo
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Hmm try asking the client to invite you to a workspace where they're the owner?  That way you should be able to transfer the base to their workspace and remove yourself


Martin_Malinda
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There's a share base option. From home you can right click a base and share a public URL. It will look like this:

https://airtable.com/appUvkPDv4gZdjzyr/shrkXVfPv0fsD6qES

They will have the "Copy base" option there.

But to be honest I am not sure if that comes with interfaces


TheTimeSavingCo
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Martin_Malinda wrote:

There's a share base option. From home you can right click a base and share a public URL. It will look like this:

https://airtable.com/appUvkPDv4gZdjzyr/shrkXVfPv0fsD6qES

They will have the "Copy base" option there.

But to be honest I am not sure if that comes with interfaces


Ah, the "Copy base" option doesn't include automations I believe, so that might be an issue!


dilipborad
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  • Brainy
  • 215 replies
  • August 9, 2024

Hello @David_Carico,
Suggestions of @TheTimeSavingCo  is best. 
As per @Martin_Malinda When you copy shared base. It does copy all the table structure, data, and interface only. But it's not copy all the automations.

You've to create automation again related to that new copied base.


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