How do I transfer a project from a 'Basic' account to a Paid account?


Overview & background


If you are in the process of transferring individual paying accounts to a central paying account, then you may need to manually transfer your project(s) to the centralized paying account.

You may also need to transfer your project from the Basic account to the paid account if you are the owner of a project on a Basic Plan and have been invited to a paid account. 

Tip: Refer to the Account management & pricing main article for related topics.


When to transfer a project to your paying account


Your project says "Basic Plan" rather than"Pro", "Business" or "Premier" even though you have a paying account. 



Note: When a project is transferred to an account, all users on the project are added to the main account. Ensure that the correct people are on the project before transferring project ownership.


How to transfer a project to your paying account


Step 1:

Check your permission levels

a) Account status: Belong to the account as an Account User, Account Manager or Account Owner. If this is not the case, you can ask someone in the organization to add you. Account Project Users cannot transfer projects to your account.

You can view the 'Account' statuses from the 'People' tab on the Fieldwire main dashboard (see below).



b) Project status: Make sure you're a Project Admin. 


Note: You can view the Project permission statuses on the Project 'People' tab (see below)


Tip: Keep in mind that Account User, Account Manager or Account Owner are a different permission set than the Project Admin, Project Member or Project Follower.

Note: This article is on the Project People page so it is related to the Project Admin, Project Member or Project Follower permission levels.


Step 2:

Open the pertinent Project




Step 3:

Click 'Transfer to my...' in the upper right corner of your screen



The project will then be covered by your paid Pro, Business or Premier account and you will be the project owner.


More information

Have more questions? Submit a request