This is usually used when:
A business changes hands
The current owner or manager is leaving
Billing responsibility needs to move to another person
A different person needs full owner access
Important before you start
Transferring ownership is permanent and cannot be undone.
As part of the transfer, some payroll integration data may be removed, including Xero connections, employee payroll links, earnings rate mappings, and connector settings.
Your rosters, shifts, timesheets, leave records, employees, and general account data will remain in urhere.
Who can transfer ownership?
Only the current account owner can transfer ownership.
Managers, administrators, and standard employees cannot access this feature.
How to open Transfer Ownership
Log in to urhere as the current account owner
Click your avatar in the top-right corner
Select Transfer Ownership
A slide-out panel will open and guide you through the process
Step 1: Review the transfer overview
The first step explains what will happen during the transfer.
You will be shown a warning that the action is permanent and cannot be undone.
The overview will explain that:
You will choose a new account owner
You will choose what happens to your billing details
Xero will be disconnected if your account uses Xero
Payroll mappings and employee payroll links may be removed
The new owner will receive an email with next steps
Click Continue when you are ready to proceed.
Step 2: Choose the new owner
You will be shown a list of employees who are eligible to become the new account owner.
To be selected, the employee must:
Be active in your urhere account
Have a linked login account
Employees without a login cannot be selected.
Use the search bar to find the employee by name or email address, then select the person you want to make the new owner.
Click Continue.
Step 3: Choose what happens to billing
You will need to choose what happens to the current payment method.
There are two options:
Option | What happens |
Remove my card details | Your saved payment method is removed. The new owner will need to add their own card to keep the subscription active. |
Transfer billing to the new owner | The existing payment method and subscription are transferred to the new owner. |
Select the option you want, then click Continue.
Step 4: Disconnect Xero
This step only appears if your account is connected to Xero.
When ownership is transferred, the Xero connection will be disconnected.
This means:
The Xero connection will be removed
Employee links to Xero will be cleared
Earnings rate mappings will be cleared
Pay templates and connector settings may need to be set up again
The new owner will receive instructions by email explaining how to reconnect Xero and set it up again.
Click Continue after reviewing the information.
Step 5: Confirm the transfer
The final step shows a summary of the transfer.
You will see:
The selected new owner
What will happen to billing
Whether Xero will be disconnected
Whether employee payroll links will be removed
You must tick the confirmation checkbox before the transfer can be completed.
The checkbox confirms that you understand the transfer is permanent and cannot be undone.
Once the checkbox is ticked, click Transfer Ownership to complete the transfer.
What happens after ownership is transferred?
For the previous owner
After the transfer:
You will no longer be the account owner
Your access will change back to your normal employee or manager role
The page will reload to update your access
You will no longer see owner-only options, such as billing, subscriptions, adding a new business, or transfer ownership
For the new owner
The new owner will:
Become the account owner immediately
Gain access to owner-only features
Receive an email with next steps
Owner-only features include billing, subscriptions, integrations, adding new businesses, and account ownership settings.
If billing was removed
If the previous owner selected Remove my card details, the new owner will need to add a payment method.
To do this:
Click the avatar menu
Go to Billing & Subscriptions
Add a new payment method
A valid payment method should be added as soon as possible to avoid any subscription interruption.
If billing was transferred
If the previous owner selected Transfer billing to the new owner, the subscription and payment method will move to the new owner.
No immediate billing action is required.
If the account uses Xero
If the account was connected to Xero, the new owner will need to reconnect Xero after the transfer.
The new owner should:
Click the avatar menu
Go to Integrations
Connect to Xero
Authorise the correct Xero organisation
Create employees in Xero if they do not already exist
Match urhere employees to their Xero profiles
Map earnings rates to the correct pay items
If employee payroll details are missing, you can use Request Information in urhere to collect details such as tax, super, and bank information from employees.
What data is removed during the transfer?
Some data may be removed or reset as part of the transfer.
Data | What happens |
Account ownership | Moved from the previous owner to the new owner |
Payment method | Removed or transferred, depending on the option selected |
Subscription | Transferred to the new owner |
Xero connection | Disconnected and removed |
Xero organisation connection | Removed |
Employee Xero links | Cleared |
Earnings rate mappings | Cleared |
Payroll connector settings | Cleared |
Pay item records | Removed where applicable |
Export settings | Removed where applicable |
What data is not removed?
The following data remains in urhere:
Employees
Rosters
Shifts
Timesheets
Leave records
Locations
Areas
Operational reporting data
Documents and general account information
Frequently asked questions
Can a transfer of ownership be reversed?
No. Once ownership has been transferred, the action cannot be undone.
If Xero or payroll connector data was removed, it will need to be set up again.
Will employees lose their shifts or timesheets?
No. Shifts, rosters, timesheets, leave records, and other operational data remain in urhere.
Only owner access, billing, and payroll integration data are affected.
Will the new owner need to reconnect Xero?
Yes, if the account was using Xero.
The new owner will need to connect Xero again, match employees, and map earnings rates.
What if the new owner does not appear in the list?
The new owner must be an active employee and must have a linked login account.
If they do not appear, invite them to urhere first and make sure their login is linked to their employee profile.
Can I transfer ownership to someone at another location?
Yes. The new owner can be from any location, as long as they are an active employee with a linked login.
What happens if I remove my card details?
The subscription will remain with the account, but the new owner will need to add a new payment method.
They should do this as soon as possible to avoid any billing issues.
Can support transfer ownership for me?
For security reasons, ownership transfer must be completed by the current account owner from within urhere.
If you cannot access the current owner account, contact urhere support for assistance.