> ## Documentation Index
> Fetch the complete documentation index at: https://docs.spinnable.ai/llms.txt
> Use this file to discover all available pages before exploring further.

# Change Worker Manager

> Change a worker's manager to pass responsibility to another user while preserving memory, chats, and skills

## Overview

Changing a worker's manager transfers responsibility for an AI worker to another Spinnable user. The new manager assumes full administrative control — including configuration, tool connections, and billing — while all of the worker's accumulated memory, learned context, knowledge base, skills, and chat history carry over intact.

<Tip>
  **Shared team workers stay connected.** If a worker belongs to a team, it remains visible to team members after changing its manager — only administrative management and billing transfer.
</Tip>

***

## Prerequisites & Eligibility

Before changing a worker's manager, verify the following:

* **Active Subscription Required**: Changing a worker's manager requires an active paid subscription for the current manager. This feature is unavailable during trial periods or on inactive subscriptions.
* **Manager-Only Permission**: Only a worker's primary manager can initiate a manager change. Co-managers cannot transfer or reassign a worker.
* **Existing Account**: The recipient must already have an active Spinnable account and an active subscription.
* **One Invite at a Time**: Only one manager change invitation can be pending per worker at any given time.
* **Self-Transfer**: You cannot initiate a manager change to your own email address.

***

## Initiating a Manager Change

To transfer management of a worker to another user:

<Steps>
  <Step title="Navigate to Worker Settings">
    Open the worker you wish to transfer and click the **Settings** tab (gear icon).
  </Step>

  <Step title="Locate the Danger Zone">
    Scroll to the bottom of the Settings page to find the **Danger Zone** section.
  </Step>

  <Step title="Click Change Manager">
    Under **Change manager** ("Choose another Spinnable user to manage `<workerName>`. You'll lose access as their manager."), click **Change manager**.
  </Step>

  <Step title="Enter Recipient Email">
    In the **Transfer to another manager** modal:

    * Review what transfers and what is removed upon acceptance.
    * Enter the recipient's email address in the **New manager's email** field.
    * Click **Transfer Worker**.
  </Step>
</Steps>

A toast notification confirms: **"Transfer invite sent."**

***

## What Transfers vs. What Is Removed

When the invited manager accepts the invitation, the following access and configuration rules apply:

| Scope                          | What Happens                                                                                                               |
| :----------------------------- | :------------------------------------------------------------------------------------------------------------------------- |
| **Transferred to New Manager** | All memories, chats, learned context, knowledge base, settings, profile information, team assignments, and scheduled tasks |
| **Removed Upon Acceptance**    | All co-manager assignments, tool connection assignments, and vault entries stored for the worker                           |

<Warning>
  **Tool connections and vault secrets are cleared for privacy and security.** The new manager must reconnect required tools (e.g., Gmail, Slack) and re-enter any required vault entries after accepting the transfer.
</Warning>

***

## Pending Invitations & Cancellation

While an invitation is pending:

* **Current Manager View**: Under **Change manager** in Settings, the status displays **Future manager** (`PENDING INVITEE`) with the recipient's name and email, along with the notice: `"<Invitee Name> must accept to complete the transfer."`
* **Cancelling an Invite**: The current manager can click **Cancel invite** in the Danger Zone at any time before acceptance. A toast confirms: **"Transfer invite cancelled."**

***

## Invited Manager View & Accepting / Declining

When you receive a manager change invitation:

### Viewing the Invitation

A **Pending Worker Transfer** card appears at the top of your **Workers** list page showing the worker's name, default job title (`AI Worker`), and who sent the invite (`From <Inviter Name>`).

### Declining the Transfer

1. Click **Decline** on the transfer card.
2. In the confirmation dialog ("If you decline, you will not manage `<workerName>`; `<inviterName>` remains their manager."), click **Decline invite**.
3. A toast confirms: **"Transfer invite declined."** The current manager retains full control of the worker.

### Accepting the Transfer

1. Click **Accept** on the transfer card.
2. Review the **Become `<workerName>`'s manager?** confirmation dialog:
   * **Billing Note**: Usage counts toward your plan limits and subscription upon acceptance.
   * **Privacy & Tool Note**: Tool connections, co-managers, and vault entries are cleared upon acceptance.
3. Click **Accept transfer**.

***

## Post-Change Access & Plan Limits

Once the transfer is accepted:

* **Confirmation & Redirect**: You are immediately redirected to the worker page.
* **Active Worker Limit Checks**:
  * If accepting the worker stays within your plan's active worker limit, a toast confirms: **"You are now this worker's manager."**
  * If your active worker limit is already reached, a toast notifies you: **"You accepted the transfer. This worker is on holiday because your plan's active worker limit was reached."** The worker status is automatically set to inactive ("on holiday") until capacity is freed or your plan is upgraded.
* **Access Changes**:
  * **Previous Manager**: Loses manager access. The worker is removed from their workspace roster (unless shared via a team where they remain a team member).
  * **New Manager**: Gains full manager control and billing responsibility for the worker.