Manage your Workspace - Admins and Owners guide

Here's a comprehensive guide for admins and owners of a Teams or Enterprise account. Your workspace settings are where you can manage your workspace branding, members, and billing.
You can access your Workspace settings by following these steps:

1. Click on your Workspace name/logo in the top right
2. Click on Workspace settings

Brand

Plan and Payment 

Members

SSO and SCIM

Brand

The Brand section lets you customize your WeTransfer account to match your brand. Here, you can:

Change your workspace name and icon

These are the name and icon that will be visible to all visitors on your profile page. Click Save changes to save your edits.

Edit your page and URL

• Your Page title: It will be pre-filled with your workspace name, but you can change it to whatever you prefer
• Your WeTransfer URL: Once you’ve chosen a new URL, your page will be updated right away. The URL you choose must not already be in use by another account. Once you create a new custom URL, the old domain will become available immediately. If this happens, you won’t be able to revert to your old URL anymore. Learn more.

Set a branded background

You can showcase your brand by uploading up to 5 rotating videos or images. Learn more.

Add social links

You can add your social media links to your branded and custom backgrounds to connect with your online audience. Learn more.

Customize your emails

Set a customized background for your transfer emails, with the idea of having a consistent theme for your WeTransfer's branded account. For best results, your image should be 1600 x 800 pixels (or we'll crop it to fit), and of a maximum 3MB size. Learn more.

Plan and payment

Here's where you can manage your subscription plan and billing information.

If you signed up for a Teams plan, on this page you can:

• Manage your subscription
  By clicking on Manage plan, you can:
  1. Change your subscription cycle if you're on a monthly plan and want to switch to an annual plan
  2. Cancel your subscription. If you cancel, your plan will automatically expire at the end of the ongoing billing period and won't renew. Learn more.
  By clicking on Plan details, you can see your subscription details. 
  
  
• Update the number of seats that you selected at checkout. You can freely adjust the number of seats within a minimum and maximum range for your plan, which is listed on the Teams pricing page or agreed upon with the sales team for Enterprise. Keep in mind that to remove a seat, you must first free it up by removing a member.
  
  
• Edit your billing information and payment details: here's where you change your payment method and billing address.
  
  
• Download your receipts: easily see and download your recent receipts.

If you signed up for an Enterprise custom solution through our Sales team, you can reach out to your dedicated account manager, who will be happy to answer any questions or doubts you may have and support you with managing your plan.

Members

Here's where you can manage your workspace members. 

Please note that, in our current setup, every member of the account—regardless of their role—needs to have a seat assigned, including the owner or admin-only members.

Add a member

You can add a new member by sending an invitation: simply insert their email address and click on Send invite. When you send an invite, they will receive an email notification containing a link to accept the invite. You will also receive a confirmation email once someone has accepted the invitation to join.

Inviting a new member to your Teams plan is free of charge if you already have empty seats. Otherwise, a new seat will be added automatically when adding a new member, and this will incur an extra fee equal to your subscription cost. If someone joins halfway through a billing period, you will be charged pro-rata. 

If you signed up for an Enterprise custom solution, your next invoice will be updated reflecting the updated cost for the added seats.

🆕 New Feature: Simplify Member Management with Your Email Domain

If you're subscribed to our Teams plan, you can now streamline the process of adding members to your workspace. You can now verify your company’s email domain: this will allow you to view all free WeTransfer users with the same domain and invite them to your workspace in just a few clicks. 

This feature also provides approximate data about each user’s last access, helping you make informed decisions about which email addresses to include. You can always revisit this setup from your Workspace Settings, if needed.

Revoke an invitation

You can always revoke or resend an invitation if you change your mind. To revoke an invitation, follow these steps:

• Click the 3 dots (...) next to the name of the member you'd like to revoke the invitation for

• Click Revoke

Remove a member

To remove a member from your team, follow these quick steps:

• Click on the ellipsis (...) next to their name, then select Remove from the drop-down menu

• Confirm your decision in the pop-up window, and you are done! 

Removing a member frees up a seat, but remember that the seat must be manually removed from Plan and Payment to lower the subscription cost. The fees for the freed-up seat will be refunded as a deduction on your next invoice (on a pro-rata basis).

Change a member's role

As an admin or owner, you can change your team member's roles. Doing so is quick and easy:

• Click on the dropdown next to the member's name
• Select their new role from the menu: you can choose to change them from member to admin or vice versa

Please note: while it's possible to have more than one admin, a workspace account can have only one owner. 

Change the workspace's owner

If you need to transfer ownership of your workspace to another member, there are two possible ways to do so:

Option 1: Change the Email Address Associated with the Account

It’s currently not possible to directly transfer workspace ownership to another member. However, you can update the email address linked to the Teams account with the email address of the person who should become the new owner. Once the email address is updated, the new address will automatically become the owner of the workspace.

❗Once this change is made, the current owner will lose access to the workspace, as they’ll no longer be the owner or a member.

Please note that the new email address must not already be associated with an existing WeTransfer account. If the person you’d like to make the new owner already has a WeTransfer account in the same workspace, they’ll first need to:

• Be removed as a member, and

• Delete their existing account.

Option 2: Create a new workspace

Alternatively, we can delete the existing workspace, and you can create a new one directly from the account of the person who will be the new owner of the shared workspace. 

In this case, we can issue a partial refund for the remaining time on your current subscription.

SSO and SCIM

SSO and SCIM are available for Enterprise users only. If you'd like to know more, don't hesitate to request a quote to our Sales team.