You can transfer a Site to another Organization directly in your Hotjar settings. You can also transfer the ownership of an Organization (with all Sites inside it) to another Account (a different Hotjar user with separate billing).
Transferring Sites or Organizations doesn't cause any data loss. The existing tracking code continues to work and allows Hotjar to gather data without interruptions. There's no need to install a new tracking code after the transfer.
In this article, we'll covered the following topics:
- How to transfer a Site to another Organization
- How to transfer the ownership of an Organization to another user's Account
- Transferring Sites and Organizations FAQ
How to transfer a Site to another Organization
Make sure you have Admin permissions
To transfer Sites, you need Admin access to both Organizations. You can check your access level on your Team page. If you need an access upgrade, contact your Account Owner.
Keep in mind that:
- This transfer changes who can access the Site in Hotjar. Only the Team Members of the new Organization will be able to access the transferred Site.
- If the Organization you're transferring your Site to belongs to another Account (a different Hotjar user), you first need to downgrade the Site to the Observe Basic and Ask Basic plans.
- No data will be lost.
Go to your Sites page.
Click the transfer icon next to the Change Plan button.
Select the Organization you want to transfer the Site into and click Transfer.
Make sure to first downgrade the Site to the Observe Basic and Ask Basic plans if the Organization you're transferring your Site to belongs to another Hotjar Account.
How to transfer an Organization to another user's Account
Use these steps when transferring ownership to an entirely different Account
You'll typically make this type of transfer if someone else will start managing billing. For example, when a client moves to a new agency or wants to control billing themselves.
This transfer moves an Organization, along with all Sites inside it to a different Hotjar Account. The new Account Owner will manage the billing.
Only the current Account Owner can make this transfer
Keep in mind that:
- This transfer moves an Organization, including any Sites inside that Organization, into a different Account.
- You'll still keep the same Team Member access and permissions on the Organization after the transfer.
- No data will be lost.
Make sure that the Hotjar user that you want to transfer ownership to is added to the Organization as a Team Member.
Go to your Billing page.
Downgrade all Sites in the Organization you're transferring to the Ask Basic and Observe Basic plans.
Go to your Sites & Organizations page.
Find the Organization you want to transfer and click the three-dot menu located on the right.
Click Transfer ownership.
Complete the Ownership Transfer form to transfer the Organization with its Sites.
There’s more than one Site in my Organization, how can I transfer only one of these Sites to a different Account?
You’ll first need to isolate this Site inside a new Organization by following the steps in How to transfer a Site between Organizations you can already access. When following these steps, you can choose New Organization from the drop-down menu in the “Transfer site” window to isolate this Site in a separate new Organization.
You’ll then be able to follow the steps in How to transfer a Site or Organization to a different Team Member's Account to complete this transfer.
I've sent a Team Member invitation to the person I want to transfer to, but they're not appearing in the “New Owner” drop-down list. What’s happened?
When the person you're transferring to doesn't already have a Hotjar user profile, they'll first need to accept your Team Member invite from their email inbox. If they sign up to Hotjar independently of this invitation link or if they’ve accidentally been invited to the wrong Organization, then a connection won’t have been created between their user profile and the Organization you want to transfer to them.
To create this connection, resend the Team Member invitation to them so they can accept it. If you’re continuing to see issues after this, please reach out to Support so we can take a look.
How do I remove a Team Member after the transfer is complete?
After the transfer, an Admin or the Account Owner can remove Team Members by following our guide on How to Revoke Team Member Access to an Organization.
How do I transfer an Organization when Single Sign-On (SAML SSO) is enabled?
Transferring an Organization that has SAML SSO enabled may not be possible, for more information about disabling SAML SSO and transferring a SAML SSO enabled Organization, visit our Single Sign-On (SAML SSO) guide.
Will any data be lost and will I need a new tracking code?
No data will be lost when transferring a Site. The existing tracking code already installed on the live site will continue to work the same after the transfer, there is no need to install a new tracking code.