You can transfer a WiserReview workspace and all its data to another WiserReview profile.
The receiving user must already have a WiserReview account.
Important: You must cancel the current workspace plan before starting the transfer. The Transfer button will work only after the plan has been canceled.
Cancel Your Current Workspace Plan
Before transferring the workspace, go to Settings > Billing and cancel the active plan. Select a reason, confirm the cancellation, and click Cancel plan.
The transfer option will work after the plan is canceled.
Transfer the Workspace to Another Profile
Ask the receiving user to complete these steps first:
1. Log in to the WiserReview profile that will receive the workspace.
2. Open the Profile page.
3. Find the Tracking ID under Profile details.
4. Click Copy and share the Tracking ID with the current workspace owner.
The current workspace owner can then complete the transfer:
1. Log in to the WiserReview account that currently owns the workspace.
2. Open the workspace selector and connect to the workspace you want to transfer.
3. Go to Settings and scroll down to Transfer workspace.
4. Click Transfer.
5. Paste the recipient’s Tracking ID into the Recipient’s Tracking ID field.
6. Click Fetch account.
7. Check the displayed name and email address carefully to confirm that you selected the correct profile.
8. Click Transfer to complete the process.
After the transfer is complete, the workspace will appear in the recipient’s WiserReview profile. They can open the workspace selector and click Connect to access it.
The transfer is permanent. The workspace and all its data will move to the recipient’s profile, and you will lose access to it. Confirm the recipient’s details before clicking Transfer.