Sharing & Transfers

Helm bases normally live inside one account (workspace). Two features let them cross that boundary: sharing gives an outside person access to a base, and transfer moves a base — and everything in it — to a different account.

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Share a base

Share a base with any Sontairo user by email:

1. Open the base menu and choose Share…
2. Enter the person’s email address and click Share

How sharing works:

• The recipient needs an existing Sontairo account — sharing looks the person up by email, so they must sign up first
• Shared bases appear in the recipient’s Shared with you section
• Recipients get editor access: they can read and edit records, fields, tables, and views in that base
• Recipients do not need their own CRM add-on — your subscription covers access to the shared base
• Recipients cannot manage sharing themselves — only the owning account can share or revoke

Managing shares: sharing is managed from the owner’s side and requires the ADMIN role. Remove a person from the Share dialog to revoke their access immediately.

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Transfer a base to another account

If you administer more than one account, you can move a base between them — for example from your personal account to your company’s.

1. Open the base menu and choose Transfer to account
2. Pick the destination account and confirm

How transfers work:

• You must be an ADMIN in both accounts (the current owner and the receiver)
• The receiving account needs an active CRM add-on (or a plan that includes it)
• The whole tree moves in one step: the base, all its tables, fields, views, records, linked-record connections, and revision history
• The original account loses access, and any existing shares on the base are removed — the new owner decides who to share it with