You can change whether your client Sites A website in CloudCannon that includes all the files, content, configuration, and settings needed to edit, build, and host a complete website. A workspace in CloudCannon that groups together Sites, Organization Members, and shared resources. It is also the unit CloudCannon bills for. You can define permissions for your Organization, controlling the access each Organization Member has to resources on CloudCannon. You can create and be a part of multiple Organizations. A separate Organization that a Partner Organization manages but that the client uses and pays for. Client Organizations are part of the CloudCannon Partner Program and give each client their own team, billing, and login. Unlike Guest Access, which shares a single Site with someone who doesn't have a CloudCannon account, a Client Organization is a full, independent Organization. The process of moving Sites, domains, or other resources from one location or Organization to another in CloudCannon. Transfers help manage ownership and Organization of websites and resources.Site
Organization
Client Organization
Transfer
Agencies move clients more often than anyone else on CloudCannon, usually for one of two reasons:
- You might build a client's website in your own Organization where your team already has access, then move it into a Client Organization when the client is ready to go live, take over their own billing, or bring their own people in.
- You might move a client website from a Client Organization back into your own Organization, when they no longer need an Organization of their own and you would rather run their Sites alongside the rest of your work.
To transfer a Site to another Organization, you must be an Organization Member A person who belongs to the same Organization as you. Organization Members are other CloudCannon users who have been invited to your Organization to collaborate on Sites, edit content, or manage settings. Each Organization Member has their own CloudCannon account with individual permissions assigned through Permission Groups, and uses one Seat in your Subscription Plan. Organization Members were previously called Team Members.Organization Member
Transferring is the only way to move a Site between Organizations. Handing a client the Client Organization they already have is a different action, which leaves the Sites where they are. For more information, please read our documentation on handing over or detaching a Client Organization.
What does transferring a Site move?#
When you transfer a Site, CloudCannon moves everything that Site needs to run as part of the transfer request. This includes:
- SSL Certificates
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Custom DomainsGlossary term
Custom Domain
A domain you own and connect to your CloudCannon Organization, so visitors reach your Site at your own address instead of its Testing Domain. You buy the domain from a domain registrar, connect it to your Organization, then add it to your Sites.
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InboxesGlossary term
Inbox
The page on your Site where CloudCannon collects and displays form submissions, allowing you to view, manage, and export form data submitted by website visitors. You can access each Inbox from the Inboxes link in your Site Navigation. Each Inbox is limited to 2250 submissions per month, however you can have multiple Inboxes on your Site.
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DAMsGlossary term
DAM
An abbreviation of Digital Asset Management, a DAM is a system for organizing, storing, and retrieving digital assets like images, videos, and documents.
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Site SharingPermission GroupsGlossary term
Site Sharing
A CloudCannon feature that allows you to invite an existing Organization Member from within your Organization to view, edit, and publish content for a specific Site. With Site Sharing, you can control what an Organization Member can interact with by limiting access to individual Sites rather than all Sites in your Organization. This is distinct from Guest Access, which is used to invite external clients who don't have CloudCannon accounts.
Glossary termPermission Group
A group that defines what permissions Organization Members have in CloudCannon. Permission Groups allow you to make Resources available to your Organization Members and define what actions are allowed (Read, Write, or Create) for each resource. CloudCannon provides several Default Permission Groups (including Owners, Developers, Technical Editors, Editors, and Billing) and you can create Custom Permission Groups for more granular control.
- Guest Access, including its Guest PasswordGlossary term
Guest Access
A CloudCannon feature that allows you to invite someone from outside your Organization to view, edit, and publish content for a specific Site. Unlike Site Sharing, Guests invited through Guest Access do not need a CloudCannon account. Instead, they log in using a Guest Password through a dedicated Guest Login Page. Each Site with Guest Access enabled uses one Seat, regardless of how many Guests use its password. The Guest Access feature was previously called Client Sharing.
Glossary termGuest Password
The password that lets someone without a CloudCannon account reach a Site with Guest Access enabled. Each Site has one Guest Password, set by anyone who can change that Site's settings, and everyone who uses it shares the same identity in CloudCannon. Changing the Guest Password stops the old one working for new sign-ins but does not sign out anyone already signed in, so turning off Guest Access is the only way to end every guest session.
- Any other Sites that share the above resources
- Any other Sites connected to it through Site MountingGlossary term
Site Mounting
A CloudCannon feature that makes one Site dependent on one or more other Sites. Files from a remote Site will be accessible to the local Site at build time, and any updates to the remote Site will trigger a build of the local Site. Site Mounting is an alternative to relying on Git submodules, build hooks, or custom APIs to manage your site dependencies.
Accepting a transfer request for a Site means accepting the transfer of all the connected resources. Sites with Custom Domains, Guest Access enabled, and members in Site Sharing Permission Groups may increase the invoice for that Organization.
CloudCannon does not transfer Projects A way to group multiple Sites from the same Git Repository, allowing you to define a main branch, as well as branching and publishing rules. You can access the Projects Browser using the Projects link in the App Sidebar. CloudCannon's pre-configured sets of permissions that define common levels of access like Owner, Developer, Technical Editor, Editor, and Billing, along with the groups for Site Sharing, Guest Access, and the Partner group in a Client Organization. CloudCannon creates these groups for you and defines what they can do, whichever Subscription Plan you are on. Team members who are added to these groups will have the permissions defined by the group. A user-defined set of permissions and access controls in CloudCannon that can be assigned to Organization Members. Custom Permission Groups allow fine-grained control over what users can see and do within your Organization.Project
Default Permission Groups
Custom Permission Group
When you transfer between your own Organization and a Client Organization, the Owners One of CloudCannon's Default Permission Groups. Owners have complete control over everything in your Organization, including managing billing settings, deleting Organizations, and creating Custom Permission Groups. A CloudCannon Organization that belongs to a member of the Partner Program and serves as their base for managing client work. From their Partner Organization, Partners create and manage Client Organizations and track their Partner Points. A member of the CloudCannon Partner Program, typically an agency or freelancer specializing in web design and development. Partners manage client work from their own Organization, can create and manage Client Organizations for their clients, and earn Partner Points.Owners
Partner Organization
Partner
Send the transfer request#
Transferring a Site and its connected resources happens in two phases: the original Organization sends a transfer request from the Site, and the recipient Organization accepts it.
To send a transfer request, start in the Organization that holds the Site. If the Site is in a Client Organization, open that Organization first by clicking the Clients link in the App Sidebar The left-most UI panel in the CloudCannon app. This panel contains links to your Organization Home, Sites, Projects, Domains, and Org Settings pages, as well as app Updates and your Avatar. The repeated block CloudCannon uses to represent one item in a list, browser, or input, typically showing a preview image, title, subtitle, icon, and key metadata. Cards represent files and folders in the Collection Browser and File Browser, as well as Sites, Organizations, Organization Members, domains, Health Checks, and items inside Array and Object Inputs. You can configure how Cards look for your files, making it easier to browse and identify content at a glance.App Sidebar
Card
CloudCannon will open a Please confirm this action modal. Click the Confirm button to send the request.
CloudCannon allows one open request at a time for the same resources. If you try to send a second request for a Site that shares resources with one already waiting, CloudCannon will tell you a request already exists.
Accept the transfer request in the receiving Organization#
Once the receiving Organization accepts, you cannot undo a transfer. Moving the Site back means someone in that Organization sending it to you as a new transfer request, for which you must be a member of both Organizations. If you are moving a client's Sites out as part of ending an engagement, transfer them before you detach the Client Organization.
To accept a transfer request, navigate to the Transfer Requests page under Org Settings The settings page for a CloudCannon Organization, where organization administrators can manage organization-wide settings, including billing, team permissions, integrations, branding, and security policies. You can access this page using the Organization Settings link in the App Sidebar.Org Settings
If the Sites, Custom Domains, or SSL Certificates in the request have changed since it was sent (for example, someone updated the Custom Domain), accepting the request will fail, and CloudCannon will prompt you to have the sender send a new request.
Before anything else, CloudCannon checks that the receiving Organization's Subscription Plan A set of features available to your Organization, the monthly usage limits for resources, and the price you pay for access to those features and resources, monthly or annually. Each Organization in CloudCannon can have one Subscription Plan, and can update or cancel at any time.Subscription Plan
org:billing:write permission needs to upgrade the Subscription Plan before you can accept.
Transferring a Site into a Client Organization that is on an extended six-month Free Trial A trial period that gives a new Organization access to Standard Plan features without requiring a payment method.Free Trial
Accepting a transfer that brings in a Subdomain serving a Site, a Site with Guest Access turned on, or a Site Sharing member who is not already in the Client Organization shortens the trial so that it ends five days later, whether or not the Client Organization is still within the limits of its Subscription Plan. CloudCannon shows a Confirm End of Trial modal before the transfer completes, and does not show the Confirm Billing Change or Add your Credit Card modals for an Organization on its extended trial. To keep the full six months while you build, transfer the Site before you serve it on a client's domain. Inviting members of your Partner Organization does not affect the trial, but in a transfer your own staff count like anyone else if they are Site Sharing members of the Site and not yet in the Client Organization.
Accepting moves the cost of the Site to the receiving Organization. For any Organization not on an extended Free Trial, if accepting the transfer would take that Organization over the Subdomains serving Sites or Seats The unit of paid capacity in your Organization's Subscription Plan. Every Organization Member you invite uses one Seat, as does every person you add through Site Sharing, and each Site with Guest Access enabled uses one Seat however many Guests share its Guest Password. Members of a Partner Organization working inside a Client Organization do not use a Seat.Seat
org:billing:write permission, which the Owners, Billing, and Partner Permission Groups have by default.
Transferring every Site out of a Client Organization does not close it. The Client Organization keeps its Subscription Plan and its invoices until you cancel its Subscription The ongoing payment to CloudCannon for your Organization's Subscription Plan. A Subscription can be active, paused, or canceled. Canceling a Subscription will prevent you from paying for further use of features and resources without deleting the Organization, its Sites, or files.Subscription
You can cancel a request you sent while it is still waiting, from the Transfer Requests page under Org Settings. For the full walkthrough, including declining an incoming request, please read our documentation on transferring a Site between Organizations.
In the next step of this guide, we'll point you to the documentation that takes you further with each part of running an agency on CloudCannon.
