In BrandMentions, every project needs a clearly responsible person, even if the product does not explicitly label someone as the “Owner” in the interface.
You can handle ownership in two ways:
By using roles and permissions to decide who controls a project
By updating project access so that another team member becomes the main responsible person
How to hand over ownership using roles and access
Even if there is no explicit “Transfer ownership” button, you can transfer practical ownership of a project by updating roles and project access.
Make sure the new owner has the right role
Go to Team Members in the left sidebar.
Find the team member who will become the new owner.
Click the Edit icon next to their name.
For the new owner:
Make sure they have access to the project you are handing over
If they work across all clients or brands, consider enabling
“Give automatic access to all future projects”
For the previous owner:
Decide whether they should keep access as a regular collaborator
If not, remove the project from their access list
If needed, adjust granular permissions so this user can fully manage that project.
Once this is done, the new person becomes the de facto owner, with the necessary access and permissions.
Best practices for ownership handovers
When responsibilities shift, such as when an account manager changes or a project lead moves to another role, use these practices:
Reassign access early
Do the handover before the previous owner leaves or changes roles, to avoid gaps in coverage.
Review scheduled email reports
Make sure the new owner is on relevant scheduled reports and can edit or create new ones.
Align roles and permissions
Confirm that the new owner has the right role, project access, and permissions to act without friction.
Document the change
Let your team know who the new project owner is, so everyone knows who to contact.
Handled properly, transferring ownership ensures continuity, keeps your brand monitoring active, and avoids gaps in responsibility when roles change.