Export, transfer or close a workspace

Download all of your workspace's data in one zip, hand ownership to another member, or close the workspace with 30 days to reopen it.

The owner can take all of the workspace's data out in one file, hand the workspace to someone else, or close it. All three are on Settings → Workspace.

Before you start: Only the owner sees these cards. Each one asks you to have signed in within the last 10 minutes; if not, you are asked to sign in again first.

Open Settings (workspace name menu → Organization settings) and click Workspace in the left rail.

Export all data

  1. In Export all data, click Export all data.
  2. The export builds in the background — "Building your export… we'll notify you and email you when it's ready." You can leave the page.
  3. When it is ready, click Download. The footer shows when it was made and its size.

The zip holds every record type as a CSV file, the field definitions, the accounting journal, every workbook, form responses, the files in your workspace's Drive spaces and your own My Drive, the member list and the audit log. The download stays available for 7 days. You can export up to 3 times a day; Export again makes a fresh one.

If something could not be included, a warning says so and the zip contains an ERRORS.txt explaining what.

Note: Content Studio pages, the knowledge base and Ask Axis conversations are not part of the export.

Transfer ownership

Make another member the owner — for example when the business changes hands, or a partner takes over running AxisIQ.

  1. The new owner must already be a member. If not, invite them first.
  2. In Transfer ownership, click Transfer ownership.
  3. Choose the New owner.
  4. Leave Keep full access for me through a role ticked to keep everything you can do now: you get a role called Full access (former owner), which the new owner can change later. Untick it to keep only the roles you are already in.
  5. Click Transfer ownership. A message says "Ownership transferred".

The new owner holds every permission, including billing and closing the workspace. You stay a member.

Close the workspace

  1. Cancel any paid plan first (see Manage your subscription) and export your data.
  2. In Close workspace, click Close workspace.
  3. Type the workspace's name to confirm and click Close workspace.

Everyone, you included, loses access straight away. Public forms, booking pages, shared reports and sites stop answering.

Reopen within 30 days: open your workspace list (workspace name menu → Switch organization). The closed workspace shows "Closed · reopen before ". Click it to reopen; everything comes back as it was. After 30 days the workspace and all its data are deleted for good.