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Project transfers let another CoLoop user create a separate copy of your project in their workspace. Your source project does not change when they accept the transfer.

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Send a transfer

You need permission to manage access to the source project. The project must contain at least one file or other research resource.
  1. Open the project and select Manage access.
  2. Open the Transfers tab.
  3. Enter the recipient’s email address.
  4. Click Send transfer invitation.
  5. Copy the one-time share code that CoLoop shows after sending the invitation.
  6. Send the share code to the recipient through a separate channel, such as a direct message.
  7. Click I’ve shared the code after the recipient has it.
Transfers tab in Manage access showing the recipient email field and the one-time share code
The invitation email contains a private transfer link but does not contain the share code. The share code appears only once and cannot be recovered. Send the code separately from the email.

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Accept a transfer

  1. Open the transfer link in the invitation email.
  2. Sign in to CoLoop.
  3. Use the organization switcher to select the workspace that should receive the copy.
  4. Enter the share code from the sender.
  5. Click Accept transfer.
  6. Keep the page open to follow progress, or close it and return to your project list later.
Large projects can take longer to copy because CoLoop also copies their media files. When the transfer is complete, the new project appears in the selected workspace.

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Manage a sent transfer

The Transfer history section shows whether each transfer is pending, copying, completed, failed, revoked, or expired. You can revoke a pending transfer before the recipient accepts it. Invitations expire after seven days. Create a new transfer if an invitation expires, fails, or is revoked.