We are sometimes asked how people can move projects from one account to another, either because someone has left their organization, or simply because they want to consolidate ownership of all project assets within a single account owner.

We plan to make this process simpler in the future, but for now here is a simple workaround that can help you achieve the end-goal.

Step 1: Add User B to User A’s project as a Team Member.

This is the simplest option: once User B has been added as a Team Member on User A’s project, she can then copy and paste the entire project over from User A’s account into her own.

Step 2: Copy User A’s Project

Normally, your Home Page shows a consolidated list of all the projects you are working on, regardless of who owns them.

But, you can filter your view of the Home Page to just show those projects owned by a certain user, like this:

Using this filtering option can make it easier to find just those projects that are owned by a particular user, like this:

Now, User B can select one of User A’s project (that she has access to), and do a Copy using  the Copy button that appears at the top of the list of projects:

Step 3: Paste the Project

Once User B has copied the project into her Kerika Clipboard (which, by the way, exists on the server and not on her browser itself, so you don’t have to worry about your browser crashing in the middle of this operation), a Paste button will appear when she then returns to view her own account:

Step 4: Get rid of the old Project

Once the Paste operation has finished (it can take a minute or two, depending upon how big the board is that that is being copied and pasted, and in particular how many files are attached to that board), it would be a good idea for User A to get rid of her original project, so that there is no longer any confusion about which version is the active one.

Deleting a project is simple: just select something that you own, and you will see a “Move to Trash” button appear at the top of the list of projects:

(Since Kerika offers a Trash/Recycle Bin feature, deleting is actually a “move to Trash” operation: if you delete a project by mistake, you can always restore it from your Home Page’s Trash.)