Change ownership of an agent

In Zapier Agents, if you're part of a Team or Enterprise account, you can transfer an agent to another member of your Zapier account. 

Beta

This product is in open beta. It’s available for use but still in active development and may change.

Available on plans:

Free

Pro

Team

Enterprise

Prerequisites

To transfer ownership of an agent:

• You must be a Zapier user on a Team or Enterprise plan.
• You must be the current agent owner, the Zapier account owner, or (on the Enterprise plan) a super admin.

Change ownership of an agent

When you change ownership of an agent, only that agent is transferred. Any private app connections or knowledge sources will be disconnected, and the new owner can use their own. Any shared app connections and knowledge sources will remain connected to the agent.

1. From the Agents home, click the three dot icon beside your agent's name.
2. From the dropdown menu, select Transfer owner. A dialog box will open.
3. In the New owner field, start typing a name or email to filter the dropdown menu.
   • Once you find it, select the name of the member you want to transfer ownership to. A dialog box will open.
4. Click Change owner to confirm and save changes. You cannot undo ownership changes.

Tip

If you want to continue owning the agent but give other members access to it, you can add them as editors or viewers.

Change ownership from within an agent

You can also change ownership through the Share menu of your agent.

1. In the top navigation of the agent, click Share. A dialog box will appear.
2. Click the dropdown menu beside the name of the user who will be the new owner.
3. Click Make owner. A dialog box will open.
4. Click Change owner to confirm and save changes. You cannot undo ownership changes.

Provide feedback and get help

Submit a feature request, provide feedback on existing features, or get help from the Zapier Agents team. You can also discuss Agents with other users on Zapier's Early Access Program Slack.