Hand a client over

When a client you cover wants to own their workspace and pay for it, hand it over. Their banks, feeds, tables and history stay as they are, and you keep working in it.

Offer it#

1. Open the client from your Clients page and go to its Access tab.
2. Under Hand over to your client, choose the person who will own it and select Offer. They need to have joined the workspace and confirmed sharing with you.

Only owners and admins of your workspace can offer a handover. A workspace you keep for your own entities isn't handed over.

The offer is refused, with the reason, when:

• a feed in your own workspace reads this client's banks, because it would stop once the workspace is no longer yours (remove it first);
• an Australian bank in the workspace was connected by someone other than the person you're offering it to;
• the plan your client picks can't hold the workspace's banks, feeds, destinations, tables or people.

Your client accepts#

Your client sees the offer when they open the workspace and chooses a plan. They pay as themselves, with no free trial, because the workspace is already in use. As soon as their subscription starts:

• the workspace is theirs, it shows as Client pays on your client list, and it stops counting towards your plan;
• their bank connections keep working, with no reconnect;
• your staff keep access. Your client can change that role or stop sharing at any time.

Either of you can withdraw the offer (Withdraw offer) before your client pays. Once a payment is under way or their subscription is live, the offer can't be withdrawn or replaced.

After the handover BankSync emails you what changed: API keys you created in the workspace stop working, YNAB destinations you connected move to the trash (paused, and restorable), and any other destinations you may have connected are listed for you to check.

Deleting your own workspace#

You can't delete your workspace while you cover clients or a client shares their own workspace with you. Hand those clients over or remove them first, so nobody loses their data.

Related guides#

• Who pays for a client: client pays by default, or you cover them.
• Share your workspace with your advisor: how a client works with an advisor in a workspace they own.