> ## Documentation Index
> Fetch the complete documentation index at: https://docs.sontairo.com/llms.txt
> Use this file to discover all available pages before exploring further.

# Sharing & Transfers

> Share a base with people outside your account, or move a base to another account you administer

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.

## 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.

## 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

<Warning>
  A transfer is immediate and moves everything. Double-check the destination account before confirming.
</Warning>
