Hand over or detach a Client Organization

A Client Organization is a separate Organization that you manage on behalf of a client. The relationship between you and your client will vary: some may be long term while others have a defined period of work. CloudCannon allows you to hand over control of a Client Organization to your client without removing access for members of the Partner Organization, or detach the Client Organization entirely.

Handing over and detaching are separate actions, and you can do either without the other. Ending an engagement completely usually means both, in that order: hand over control so your client can run the Organization themselves, then detach it so your Partner Organization no longer manages it.

Hand over a Client Organization#

When you create a Client Organization, CloudCannon automatically adds the person who created it to the Owners Permission Group. You can only add or remove members of the Owners Permission Group if you belong to the Owners Permission Group or the Partner Permission Group.

Members of the Owners Permission Group and the Partner Permission Group can perform the same actions, allowing you to set up the Organization. When you are ready to hand over control to your client, add them to the Owners Permission Group so they can run the Organization themselves. For more information, please read our documentation on adding a Team Member to a Permission Group.

Handing over control does not change your Partner Organization's access. Your team still reaches the Client Organization through the Partner Permission Group, the Organization still counts toward your Partner Points, and members of your Partner Organization remain exempt from its seat count.

Removing yourself from the Owners Permission Group does not end your access either, because CloudCannon mirrors your Partner Organization's Owners into the Partner Permission Group of every Client Organization you manage. To step back from a Client Organization entirely, detach it. For more information, please read our documentation on how Partners access their Client Organizations.

Detach a Client Organization#

Detaching breaks the link between a Client Organization and your Partner Organization, leaving the Client Organization to run on its own.

When you're ready to detach the Client Organization from your Partner Organization, contact our support team. Have the following ready:

• Your Partner Organization name.
• The Client Organization name.
• Who will take over billing for the Organization once it's independent.

Detaching ends the access your team had through the Partner Organization. CloudCannon removes the Partner Permission Group from the Client Organization, so anyone who reached it through that group can no longer open it. Any Team Members you added to the Client Organization's other Permission Groups keep their access, including you if you are still in its Owners Permission Group. They also stop being exempt from its seat count, and begin counting toward the number of Team Members included in its Subscription Plan. CloudCannon updates the Subscription as soon as you detach rather than at the next renewal, so if this takes the Client Organization over its included Team Members, the cost changes from that point.

Detaching does not change which payment method the Organization uses. If you were paying for the Client Organization, remove your payment method so your client's card is the one charged. For more information, please read our documentation on managing your payment methods.

After it's detached, the Organization no longer counts toward your Partner Points.

Point your client to their own documentation#

Your client may want to understand the handover from their side, or start it themselves. For an explanation written for them, please read our documentation on taking over an Organization from a partner.