Transferring your store to a new owner or an agency

You can hand your store to a new owner, or ask an agency to manage it and cover your plan. Both happen on the Transfer Store page, under Settings, then Transfer Store. Nothing is exported or rebuilt. Products, orders, customers, settings and history all stay as they are.

Considerations

• Only the Store Owner sees the Transfer Store row. Administrators cannot transfer a store.
• Sending a transfer moves nothing. The store stays yours until the new owner accepts the email. The link in that email expires after 7 days.
• You can have one pending request at a time. Cancel it before you send another or close the store.
• On acceptance, your saved payment method is removed and the new owner adds their own. The current plan runs to the end of its paid period first.
• If an agency already manages your store, ask the agency to release it before you transfer it.
• Add your accountant or business partner as a team member before you transfer if they need to keep access. See Inviting and managing team members.

Open the Transfer Store page

1. From your Orbit dashboard, go to Settings.
2. Under Store, click Transfer Store.

The page has three parts: Your store code, Transfer ownership and Move to an agency. A Pending requests list appears once you have sent a request.

Transfer ownership to a new owner

1. Under Transfer ownership, type the person's address in New owner email.
2. Click Send transfer. The message Transfer started appears with We emailed the recipient to accept ownership.
3. Scroll down to Pending requests. The row reads Ownership followed by the email, with a Pending badge and the date it expires.
4. Tell the new owner to check their inbox, and their spam folder. They click the link and press Accept transfer. If they have no Orbit account, they create one on the same page and take ownership in one step.

Once they accept, the store and its plan are theirs. You lose the Store Owner role on that store. Nothing else changes.

Tip: The plan runs to the end of its current period before the new owner's billing starts. Transferring straight after a renewal wastes the least money.

Cancel a pending transfer

1. Under Pending requests, find the row.
2. Click Cancel. The message Transfer cancelled appears and the row disappears. The store is still yours.

Hand your store to an agency

An agency that manages your store covers your plan and handles billing. You stay the owner and keep working in the store as normal. There are two ways to set this up.

Let the agency invite you

1. Under Your store code, click the copy icon next to the code. Copied appears for a moment.
2. Send the code to your contact at the agency. They use it to invite your store from their dashboard. Sharing the code changes nothing on its own.
3. When the invitation arrives, it shows on this page under Invitations from agencies. Click Accept to let the agency manage the store, or Decline.

Send the agency a request

1. Ask the agency for their Agency code. It looks like AG-7K2M9X and they can read it off their Transfers page.
2. Under Move to an agency, type the code. The agency's name appears under the field when the code matches.
3. Click Send request. The message Request sent appears. The agency approves the request from their dashboard.

Close the store instead

If you want to close the store rather than hand it over, that is done on the Danger Zone tab of Store Settings. With paid time left, closing books a date and you can reactivate before then. See Closing your store.

Related guides

• Closing your store
• Inviting and managing team members
• Understanding and changing your plan