Changing a Workflow Owner

This Shoobx article explains how to transfer a workflow to someone else.  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 Shoobx and click on "Explore" link in the Workflows panel.

STEP TWO

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

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 then hover over the group of people icon that appears to the right of the firm name. 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.  If you have any questions about this, don't hesitate to reach out to support@shoobx.com anytime!

Additional Resources:

How to Discard a Workflow