Overview
The Transfer Ownership feature in GATHER.nexus allows the primary admin of an account to reassign ownership of a group to another user. This is especially useful for fractional CFOs, outsourced accounting teams, or firms managing on behalf of clients. Ownership can only be transferred once a group has already been created.
Accessing Transfer Ownership
Go to Multi-Entity & Display → Group.
From the list of existing groups, select and edit the group you want to transfer.
At the bottom-right of the edit screen, click Transfer Ownership.
Completing the Transfer
Enter the Recipient’s Email Address.
(Optional) Add a Transfer Message to provide context.
Decide whether to keep existing access and permissions for current users:
Select Yes to preserve current access.
Select No to reset permissions under the new owner.
Click Continue.
Verification
On the Verify & Send screen, review:
The list of modules that will remain enabled for the group.
The ownership reassignment details.
Click Send once you have confirmed everything.
Tracking Status
After sending, check the Track section to monitor progress:
Accepted: the recipient has confirmed ownership and now controls the group.
Pending: awaiting recipient confirmation.
Note: Only the primary admin can initiate ownership transfers.
Always verify the recipient’s email address before sending.
Transfers are only effective once accepted by the recipient.
Need help? Visit gather.nexus, click the chat icon in the bottom-right corner, or email us at [email protected] for assistance.