{"id":918,"date":"2026-04-24T12:41:59","date_gmt":"2026-04-24T12:41:59","guid":{"rendered":"https:\/\/cake.com\/help\/?p=918"},"modified":"2026-11-04T14:16:19","modified_gmt":"2026-11-04T14:16:19","slug":"transfer-workspaces","status":"publish","type":"post","link":"https:\/\/cake.com\/help\/administration\/workspace-administration\/transfer-workspaces\/","title":{"rendered":"Transfer Workspace"},"content":{"rendered":"\n<p class=\"wp-block-paragraph\">Transferring a workspace between organizations in the CAKE.com Suite enables you to move an entire workspace, including all associated data, settings, and configurations, from one organization to another. If your organization is undergoing restructuring or you\u2019re merging teams, follow the steps below to complete a successful workspace transfer.<\/p>\n\n\n\n<div class=\"wp-block-custom-highlight-box custom-box color-yellow\"><div class=\"box-header\"><svg width=\"20\" height=\"20\" viewBox=\"0 0 24 24\" fill=\"none\"><mask id=\"mask-yellow\" style=\"mask-type:alpha\" maskUnits=\"userSpaceOnUse\" x=\"0\" y=\"0\" width=\"24\" height=\"24\"><rect width=\"24\" height=\"24\" fill=\"#D9D9D9\"><\/rect><\/mask><g mask=\"url(#mask-yellow)\"><path d=\"M9 19V17H21V19H9ZM9 13V11H21V13H9ZM9 7V5H21V7H9ZM5 20C4.45 20 3.97917 19.8042 3.5875 19.4125C3.19583 19.0208 3 18.55 3 18C3 17.45 3.19583 16.9792 3.5875 16.5875C3.97917 16.1958 4.45 16 5 16C5.55 16 6.02083 16.1958 6.4125 16.5875C6.80417 16.9792 7 17.45 7 18C7 18.55 6.80417 19.0208 6.4125 19.4125C6.02083 19.8042 5.55 20 5 20ZM5 14C4.45 14 3.97917 13.8042 3.5875 13.4125C3.19583 13.0208 3 12.55 3 12C3 11.45 3.19583 10.9792 3.5875 10.5875C3.97917 10.1958 4.45 10 5 10C5.55 10 6.02083 10.1958 6.4125 10.5875C6.80417 10.9792 7 11.45 7 12C7 12.55 6.80417 13.0208 6.4125 13.4125C6.02083 13.8042 5.55 14 5 14ZM5 8C4.45 8 3.97917 7.80417 3.5875 7.4125C3.19583 7.02083 3 6.55 3 6C3 5.45 3.19583 4.97917 3.5875 4.5875C3.97917 4.19583 4.45 4 5 4C5.55 4 6.02083 4.19583 6.4125 4.5875C6.80417 4.97917 7 5.45 7 6C7 6.55 6.80417 7.02083 6.4125 7.4125C6.02083 7.80417 5.55 8 5 8Z\" fill=\"#FFC107\"><\/path><\/g><\/svg><span class=\"box-label\">Use Case<\/span><\/div><div class=\"box-content\">\n<p class=\"wp-block-paragraph\">If you created your workspaces in any of the CAKE.com products (Plaky, Clockify, Pumble) using different emails before the introduction of the CAKE.com Account, these workspaces have been transferred to separate organizations. Follow this guide to transfer your workspaces into a single organization.<\/p>\n<\/div><\/div>\n\n\n\n<h2 class=\"wp-block-heading\">Permissions and roles<\/h2>\n\n\n\n<p class=\"wp-block-paragraph\">To perform the transfer, you must be the Owner in both the source and destination organizations. <a href=\"https:\/\/cake.com\/help\/administration\/roles-and-permissions\/\">Learn more<\/a> about owner role in CAKE.com.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\"><strong>Organization Owner<\/strong>: <\/p>\n\n\n\n<ul class=\"wp-block-list\">\n<li>Responsible for initiating and authorizing the transfer<\/li>\n\n\n\n<li>Must have full access to both the source and destination organizations<\/li>\n<\/ul>\n\n\n\n<p class=\"wp-block-paragraph\"><strong>Workspace Admin:<\/strong> <\/p>\n\n\n\n<ul class=\"wp-block-list\">\n<li>Can prepare and manage the workspace data but cannot complete the transfer<\/li>\n\n\n\n<li>Requires the organization owner\u2019s involvement to finalize the process<\/li>\n<\/ul>\n\n\n\n<div class=\"wp-block-custom-highlight-box custom-box color-indigo\"><div class=\"box-header\"><svg width=\"20\" height=\"20\" viewBox=\"0 0 24 24\" fill=\"none\"><mask id=\"mask-indigo\" style=\"mask-type:alpha\" maskUnits=\"userSpaceOnUse\" x=\"0\" y=\"0\" width=\"24\" height=\"24\"><rect width=\"24\" height=\"24\" fill=\"#D9D9D9\"><\/rect><\/mask><g mask=\"url(#mask-indigo)\"><path d=\"M12 17C12.2833 17 12.5208 16.9042 12.7125 16.7125C12.9042 16.5208 13 16.2833 13 16C13 15.7167 12.9042 15.4792 12.7125 15.2875C12.5208 15.0958 12.2833 15 12 15C11.7167 15 11.4792 15.0958 11.2875 15.2875C11.0958 15.4792 11 15.7167 11 16C11 16.2833 11.0958 16.5208 11.2875 16.7125C11.4792 16.9042 11.7167 17 12 17ZM11 13H13V7H11V13ZM12 22C10.6167 22 9.31667 21.7375 8.1 21.2125C6.88333 20.6875 5.825 19.975 4.925 19.075C4.025 18.175 3.3125 17.1167 2.7875 15.9C2.2625 14.6833 2 13.3833 2 12C2 10.6167 2.2625 9.31667 2.7875 8.1C3.3125 6.88333 4.025 5.825 4.925 4.925C5.825 4.025 6.88333 3.3125 8.1 2.7875C9.31667 2.2625 10.6167 2 12 2C13.3833 2 14.6833 2.2625 15.9 2.7875C17.1167 3.3125 18.175 4.025 19.075 4.925C19.975 5.825 20.6875 6.88333 21.2125 8.1C21.7375 9.31667 22 10.6167 22 12C22 13.3833 21.7375 14.6833 21.2125 15.9C20.6875 17.1167 19.975 18.175 19.075 19.075C18.175 19.975 17.1167 20.6875 15.9 21.2125C14.6833 21.7375 13.3833 22 12 22ZM12 20C14.2333 20 16.125 19.225 17.675 17.675C19.225 16.125 20 14.2333 20 12C20 9.76667 19.225 7.875 17.675 6.325C16.125 4.775 14.2333 4 12 4C9.76667 4 7.875 4.775 6.325 6.325C4.775 7.875 4 9.76667 4 12C4 14.2333 4.775 16.125 6.325 17.675C7.875 19.225 9.76667 20 12 20Z\" fill=\"#3F51B5\"><\/path><\/g><\/svg><span class=\"box-label\">Info<\/span><\/div><div class=\"box-content\">\n<p class=\"wp-block-paragraph\">For further assistance or if you encounter issues during the transfer process, please reach out to <a href=\"mailto:support@cake.com\">CAKE.com support<\/a>. Our team is dedicated to making sure your workspace transition is as smooth as possible.<\/p>\n<\/div><\/div>\n\n\n\n<p class=\"wp-block-paragraph\">Steps for transferring a workspace:<\/p>\n\n\n\n<ol class=\"wp-block-list\">\n<li>Go to <strong>Workspaces<\/strong><\/li>\n\n\n\n<li>Click the <strong>three dots icon<\/strong> next to the workspace name you want to transfer<\/li>\n\n\n\n<li>Click on <strong>Transfer to another organization<\/strong><\/li>\n\n\n\n<li>Select the destination organization<\/li>\n\n\n\n<li>Click <strong>Next<\/strong><\/li>\n\n\n\n<li>Preview the transfer&nbsp;<\/li>\n\n\n\n<li>Click <strong>Confirm<\/strong> to complete the transfer<\/li>\n<\/ol>\n\n\n\n<figure class=\"wp-block-image size-full\"><img loading=\"lazy\" decoding=\"async\" width=\"800\" height=\"413\" src=\"https:\/\/cake.com\/help\/wp-content\/uploads\/2024\/11\/Transfer-workspace-to-organization.gif\" alt=\"\" class=\"wp-image-839\"\/><\/figure>\n\n\n\n<p class=\"wp-block-paragraph\">Prior to initiating the transfer, review the transfer details, including the workspace name, destination organization, and any relevant settings or data changes. Pay attention to any notifications or warnings, especially if both organizations are on the Free plan, since different processes or limitations may apply.<\/p>\n\n\n\n<div class=\"wp-block-custom-highlight-box custom-box color-green\"><div class=\"box-header\"><svg width=\"20\" height=\"20\" viewBox=\"0 0 24 24\" fill=\"none\"><mask id=\"mask-green\" style=\"mask-type:alpha\" maskUnits=\"userSpaceOnUse\" x=\"0\" y=\"0\" width=\"24\" height=\"24\"><rect width=\"24\" height=\"24\" fill=\"#D9D9D9\"><\/rect><\/mask><g mask=\"url(#mask-green)\"><path d=\"M5 21.0001C4.45 21.0001 3.97917 20.8043 3.5875 20.4126C3.19583 20.0209 3 19.5501 3 19.0001V5.0001C3 4.4501 3.19583 3.97926 3.5875 3.5876C3.97917 3.19593 4.45 3.0001 5 3.0001H13.925L11.925 5.0001H5V19.0001H19V12.0501L21 10.0501V19.0001C21 19.5501 20.8042 20.0209 20.4125 20.4126C20.0208 20.8043 19.55 21.0001 19 21.0001H5ZM9 15.0001V10.7501L18.175 1.5751C18.375 1.3751 18.6 1.2251 18.85 1.1251C19.1 1.0251 19.35 0.975098 19.6 0.975098C19.8667 0.975098 20.1208 1.0251 20.3625 1.1251C20.6042 1.2251 20.825 1.3751 21.025 1.5751L22.425 3.0001C22.6083 3.2001 22.75 3.42093 22.85 3.6626C22.95 3.90426 23 4.1501 23 4.4001C23 4.6501 22.9542 4.89593 22.8625 5.1376C22.7708 5.37926 22.625 5.6001 22.425 5.8001L13.25 15.0001H9ZM11 13.0001H12.4L18.2 7.2001L17.5 6.5001L16.775 5.8001L11 11.5751V13.0001Z\" fill=\"#4CAF50\"><\/path><\/g><\/svg><span class=\"box-label\">Note<\/span><\/div><div class=\"box-content\">\n<p class=\"wp-block-paragraph\">All users will be logged out during the workspace transfer. Once completed, the owner will receive an email notification confirming the completion and that the users will need to log back in to access the workspace in the new organization.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">Please inform your team in advance about this temporary disruption to ensure they are prepared.<\/p>\n<\/div><\/div>\n\n\n\n<div class=\"wp-block-custom-highlight-box custom-box color-indigo\"><div class=\"box-header\"><svg width=\"20\" height=\"20\" viewBox=\"0 0 24 24\" fill=\"none\"><mask id=\"mask-indigo\" style=\"mask-type:alpha\" maskUnits=\"userSpaceOnUse\" x=\"0\" y=\"0\" width=\"24\" height=\"24\"><rect width=\"24\" height=\"24\" fill=\"#D9D9D9\"><\/rect><\/mask><g mask=\"url(#mask-indigo)\"><path d=\"M12 17C12.2833 17 12.5208 16.9042 12.7125 16.7125C12.9042 16.5208 13 16.2833 13 16C13 15.7167 12.9042 15.4792 12.7125 15.2875C12.5208 15.0958 12.2833 15 12 15C11.7167 15 11.4792 15.0958 11.2875 15.2875C11.0958 15.4792 11 15.7167 11 16C11 16.2833 11.0958 16.5208 11.2875 16.7125C11.4792 16.9042 11.7167 17 12 17ZM11 13H13V7H11V13ZM12 22C10.6167 22 9.31667 21.7375 8.1 21.2125C6.88333 20.6875 5.825 19.975 4.925 19.075C4.025 18.175 3.3125 17.1167 2.7875 15.9C2.2625 14.6833 2 13.3833 2 12C2 10.6167 2.2625 9.31667 2.7875 8.1C3.3125 6.88333 4.025 5.825 4.925 4.925C5.825 4.025 6.88333 3.3125 8.1 2.7875C9.31667 2.2625 10.6167 2 12 2C13.3833 2 14.6833 2.2625 15.9 2.7875C17.1167 3.3125 18.175 4.025 19.075 4.925C19.975 5.825 20.6875 6.88333 21.2125 8.1C21.7375 9.31667 22 10.6167 22 12C22 13.3833 21.7375 14.6833 21.2125 15.9C20.6875 17.1167 19.975 18.175 19.075 19.075C18.175 19.975 17.1167 20.6875 15.9 21.2125C14.6833 21.7375 13.3833 22 12 22ZM12 20C14.2333 20 16.125 19.225 17.675 17.675C19.225 16.125 20 14.2333 20 12C20 9.76667 19.225 7.875 17.675 6.325C16.125 4.775 14.2333 4 12 4C9.76667 4 7.875 4.775 6.325 6.325C4.775 7.875 4 9.76667 4 12C4 14.2333 4.775 16.125 6.325 17.675C7.875 19.225 9.76667 20 12 20Z\" fill=\"#3F51B5\"><\/path><\/g><\/svg><span class=\"box-label\">Info<\/span><\/div><div class=\"box-content\">\n<p class=\"wp-block-paragraph\">Please note that workspace transfer procedures may vary depending on the subscription plan of the origin and destination organizations.<\/p>\n<\/div><\/div>\n\n\n\n<h2 class=\"wp-block-heading\">Troubleshooting<\/h2>\n\n\n\n<h3 class=\"wp-block-heading\">Transfer failed<\/h3>\n\n\n\n<p class=\"wp-block-paragraph\">If the transfer is unsuccessful, verify that you have the necessary permissions and retry the process. For persistent issues, consult the <a href=\"mailto:support@cake.com\">CAKE.com support team<\/a> for assistance.<\/p>\n\n\n\n<h3 class=\"wp-block-heading\">Missing data<\/h3>\n\n\n\n<p class=\"wp-block-paragraph\">If you notice any missing data post-transfer, check your backups and restore any lost information if necessary. Contact support for advanced data recovery options if required.<\/p>\n\n\n\n<h2 class=\"wp-block-heading\">Important considerations<\/h2>\n\n\n\n<ul class=\"wp-block-list\">\n<li>All users will be automatically logged out during the transfer. Inform your team in advance to minimize disruption.<\/li>\n\n\n\n<li>All your workspace settings, data and user permissions remain unchanged after the transfer<\/li>\n\n\n\n<li>The transfer may impact tax and currency settings based on the configuration of the destination organization. Review and update your customer information to ensure compliance and avoid future issues.<\/li>\n<\/ul>\n\n\n\n<h3 class=\"wp-block-heading\">Currency and tax changes after transfer<\/h3>\n\n\n\n<p class=\"wp-block-paragraph\">When you transfer a workspace, its tax and currency settings might change to match the one in the destination organization. This means that the <strong>Customer information<\/strong> (like their <strong>Country<\/strong>\/<strong>State<\/strong>) originally set up in the <strong>source organization<\/strong> for that workspace, will be replaced by the <strong>Customer information<\/strong> from the <strong>destination organization<\/strong> after the transfer. <br>So, after the transfer, the subscription cost will be displayed in the currency based on the country\/state selected in the destination organization&#8217;s customer info:<\/p>\n\n\n\n<ul class=\"wp-block-list\">\n<li>USD<\/li>\n\n\n\n<li>EUR<\/li>\n\n\n\n<li>CHF<\/li>\n<\/ul>\n\n\n\n<p class=\"wp-block-paragraph\">Example:<\/p>\n\n\n\n<p class=\"wp-block-paragraph\"><em>Let&#8217;s say your current workspace (in Organization A) has Country\/State in Customer info set in Oregon, USA. In that case, the subscription costs are displayed in USD.<br>If you transfer this workspace to Organization B and Organization B&#8217;s Country\/State in Customer info is set in Switzerland, then after the transfer, your workspace subscription costs will be displayed in CHF.<\/em><\/p>\n\r\n\t\t\t<div id=\"daexthefu-container\"\r\n\t\t\t\tclass=\"daexthefu-container daexthefu-layout-side-by-side daexthefu-alignment-left\"\r\n\t\t\t\tdata-post-id=\"918\">\r\n\r\n\t\t\t\t<div class=\"daexthefu-feedback\">\r\n\t\t\t\t\t<div class=\"daexthefu-text\">\r\n\t\t\t\t\t\t<h3 class=\"daexthefu-title\">Was this article helpful?<\/h3>\r\n\t\t\t\t\t<\/div>\r\n\t\t\t\t\t<div class=\"daexthefu-buttons-container\">\r\n\t\t\t\t\t\t<div class=\"daexthefu-buttons\">\r\n\t\t\t\t\t\t\t\n\t\t\t<button type=\"button\" class=\"daexthefu-yes daexthefu-button daexthefu-button-type-icon\" data-value=\"1\" aria-label=\"Yes\">\n\t\t\t\t\n                <svg>\n                    <defs>\n                        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feedback!<\/div>\r\n\r\n\t\t\t<\/div>\r\n\r\n\t\t\t","protected":false},"excerpt":{"rendered":"Transferring a workspace between organizations in the CAKE.com Suite enables you&#8230;","protected":false},"author":18,"featured_media":0,"comment_status":"closed","ping_status":"closed","sticky":false,"template":"","format":"standard","meta":{"_acf_changed":false,"_helpful_status":1,"footnotes":""},"categories":[27],"tags":[],"class_list":["post-918","post","type-post","status-publish","format-standard","hentry","category-workspace-administration"],"acf":[],"featured_image_src":null,"author_info":{"display_name":"Rhoda Salas","author_link":"https:\/\/cake.com\/help\/author\/rhoda-salas\/"},"yoast_head":"<!-- This site is optimized with the Yoast SEO plugin v28.8 - https:\/\/yoast.com\/product\/yoast-seo-wordpress\/ -->\n<title>Transfer Workspace - CAKE.com Help Center<\/title>\n<meta name=\"robots\" content=\"index, follow, max-snippet:-1, max-image-preview:large, max-video-preview:-1\" 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