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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.

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What Is Worker Transfer?

Worker transfer lets you hand over full ownership of a worker to another Spinnable user. The new owner becomes the worker’s manager — responsible for configuration, tool connections, and billing — while all the worker’s memory, conversations, skills, and settings carry over intact. This is useful when:
  • A team member is taking over responsibility for a worker’s domain
  • You’re leaving a role and need to pass your worker to a successor
  • A worker was set up for testing and now needs to go to its permanent owner
  • Responsibilities shift within your organization
Only the worker’s owner (manager) can initiate a transfer. Co-managers cannot transfer workers they don’t own.

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What Gets Preserved

When a transfer is accepted, the worker keeps:
PreservedDetails
✅ Profile & settingsName, avatar, job policy, behavior configuration
✅ Conversations & messagesFull chat history across all channels
✅ Memory & knowledge baseEverything the worker has learned
✅ SkillsAll learned skills, scripts, and resources
✅ Organization membershipsWorker stays in any shared organizations
✅ Scheduled tasksTask definitions carry over (run under the new owner)

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What Gets Removed

For security, some account-specific items are cleared during transfer:
RemovedWhy
🔴 Tool connectionsConnected accounts belong to the original owner’s credentials
🔴 Co-managersThe new owner should choose their own co-managers
🔴 Vault entriesSecrets and API keys belong to the original owner
The new owner will need to reconnect any tools the worker uses (Gmail, Slack, etc.) after accepting the transfer. Plan for this before initiating.

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How to Transfer a Worker

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Step 1: Initiate the Transfer

  1. Open the worker you want to transfer
  2. Go to Settings → scroll to the Danger Zone section
  3. Click “Transfer Worker”
  4. Enter the email address of the person you want to transfer to (they must already have a Spinnable account)
  5. Type the worker’s name to confirm your intent
  6. Click “Transfer Worker” to send the invitation
You can only have one pending transfer per worker at a time. Cancel the existing one if you need to invite someone else.

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Step 2: Wait for the Recipient

After sending the invitation:
  • The recipient receives an email notification
  • You’ll see a pending transfer status showing the invitee’s name and email
  • You can cancel the invite at any time before they respond

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Step 3: Recipient Accepts or Declines

The recipient will see the transfer invite on their Workers page under a “Transfer invites” section. They can:
  • Accept — They become the worker’s new manager immediately
  • Decline — Nothing changes; you remain the owner

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Accepting a Transfer (Recipient’s View)

If someone invites you to take over their worker:
  1. Go to your Workers page
  2. Look for the “Transfer invites” section at the top
  3. Hover over (or tap) the worker card to see Accept and Decline buttons
  4. Click Accept to confirm — you’ll see a summary of what changes:
    • You become the worker’s manager
    • The worker’s usage counts toward your plan limits and billing
    • Tool connections, co-managers, and vault entries are cleared
If accepting the transfer puts you over your plan’s active worker limit, the worker will be set to inactive (holiday mode). You’ll need to upgrade your plan or deactivate another worker to bring them back online.

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After the Transfer

Once the recipient accepts:
For the previous ownerFor the new owner
You lose all access to the workerYou have full manager access
The worker disappears from your workspaceThe worker appears in your workspace
Your tools are disconnectedYou’ll need to connect your own tools
You can add your own co-managers
New owner’s checklist:
  1. ✅ Connect the tools your worker needs (Gmail, Slack, calendar, etc.)
  2. ✅ Review and update vault entries if the worker uses API keys
  3. ✅ Add co-managers if others need management access
  4. ✅ Verify scheduled tasks are working as expected

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Canceling a Transfer

Changed your mind? While the invite is still pending:
  1. Open the worker’s Settings → Danger Zone
  2. Find the pending transfer section showing the invitee
  3. Click “Cancel invite”
The invitation is immediately revoked and the recipient can no longer accept.

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Requirements & Limits

RequirementDetails
Who can initiateOnly the worker’s owner (not co-managers)
RecipientMust have an existing Spinnable account
Pending transfersMaximum one per worker at a time
Self-transferNot allowed (you can’t transfer to yourself)
Plan limitsThe recipient’s plan must have room for another worker, or it will be set to inactive

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Tips

Communicate before transferring. Let the recipient know what tools and vault entries the worker uses so they can prepare to reconnect everything after accepting.
Transfer vs. Co-Managers. If you just need someone else to help manage a worker while you retain ownership, consider adding a co-manager instead. Transfer is for permanently changing who owns the worker.
Organization workers stay connected. If the worker is shared in an organization, it remains visible to org members after transfer — only the manager changes.