Changing a Workflow Owner

This article explains how to transfer a workflow to someone else in the platform.  This will only apply if you started the workflow.  This may come in handy if you'd like someone else to take over running a workflow that you've started.

STEP ONE

Log in to your account and click on "Explore" link in your 'Workflows' panel located on the right side of your dashboard.

STEP TWO

Find the workflow you want to transfer to someone else, and click on the "3 bar" button for that workflow and click 'Workflow Status'.

STEP THREE

Click on the "Change Workflow Owner" button.

STEP FOUR

Choose the name of the new workflow owner, and click "Save." 

If you are transferring a workflow to your lawyer or an investor, enter the name of their firm and they should appear in the dropdown menu. Then select the name of the person whom you want to own the workflow. 

You've now successfully transferred the workflow that you started to your colleague, investor, or law firm.  

Additional Resources:

How to Discard a Workflow

Screenshots are for illustrative purposes only.

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