Transfer Project

How to move a project from one organization to another

Overview

Transferring a project moves it — along with all its data — from the current organization to a different one. The project keeps all its contracts, catalog, statements, and settings intact.

Transferring does not copy the project. It moves it entirely out of the source organization and into the target.

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Who Can Transfer Projects

Role	Can Transfer
Admin	Yes
Member	No

You must be an Admin in the current organization to initiate a transfer. The list of target organizations is limited to other organizations where you also hold an Admin role.

Royaltyport system administrators can transfer projects to any organization.

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Transferring a Project

1. Locate the Project

   Find the project card on your organization’s Projects page.

2. Open the Menu

   Click the menu (three dots) on the project card.

3. Select Transfer Project

   Click Transfer Project. A dialog will open showing your eligible target organizations.

4. Search and Select a Target

   Browse or search the list of organizations. Select the one you want to transfer the project to.

5. Confirm Transfer

   Review the transfer summary showing the project name and destination organization, then click Confirm Transfer.

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What Gets Transferred

All project data moves with the project to the new organization:

Data Type	Status
Contracts & extracted data	Transferred
Catalog items (recordings, compositions)	Transferred
Royalty statements & insights	Transferred
CRM data (entities, artists, relations)	Transferred
Custom views & tags	Transferred
Agent configurations	Transferred
Project settings	Transferred

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Before Transferring

Notify team members

Members of the source organization who are not in the target organization will lose access to the project.

Check integrations

Verify that any external integrations (like Curve) will still work correctly in the new organization context.

Confirm admin access

You need Admin role in both the source and target organizations to complete the transfer.

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Permission Denied

If the Transfer Project option is grayed out:

1. Check your role — only Admins can transfer projects
2. Contact an Admin — ask someone with the appropriate permissions to transfer the project

If no organizations appear in the transfer dialog:

1. Check your memberships — you can only transfer to organizations where you are also an Admin
2. Request admin access — ask to be promoted to Admin in the target organization

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Related Documentation

Projects Overview

Understanding projects and how to use them.

Projects in Your Organization

How organizations and projects relate.

Delete Project

How to permanently delete a project.

Member Roles

Understanding organization roles and permissions.