TLDR: Pick which of the various types of transfers best fits your situation.
Resist the urge for the sender to give the recipient their username and password. That's expressly forbidden by our TACOS and will ultimately cause both of you a lot more expense and hassle than it avoids. (It's a FAFO event.)
It's common for expert web developers and designers to use our service to set up and manage accounts, domains, and sites for third parties. The third party might be an individual (like clients, friends, or relatives) or a group, club, or company. (For the sake of simplicity, we'll call people who do this "web admins," and we'll call the third party the "client" for the rest of this FAQ entry.)
That's a good match for the way our service is set up, and it's fine to do as long as everyone involved understands that, as far as we're concerned, the member managing the account is calling the shots.
For various reasons, changing the responsible party is sometimes necessary. Maybe a client/designer relationship is ending, or someone is leaving the company or graduating from a school club. This situation, which is often already delicate enough, does need to be handled with special care.
The very first thing is to be very sure you understand the difference between an account and a membership. It helps this type of transfer a lot if all the relevant assets are bundled up in one account on the current web admin's membership. Then, it can then be transferred as a single easy piece to the client's membership. (Most people handling hosting for others already manage assets this way anyway for accounting purposes.)
Transferring assets from the developer's membership to the client's membership (whether neatly bundled in one account or not) must be done while following certain very strict rules about NearlyFreeSpeech.NET memberships:
- All memberships belong to individuals, not groups, clubs, companies, etc.
- Memberships are non-transferable.
- Memberships cannot be created for others.
- Memberships must never be shared or accessed by anyone but the named member.
This means that if you are acting as a webmaster for a client, you cannot, for any reason, create or access a membership belonging to them. This specifically includes setting up a new membership on behalf of a client. And they may not access your membership either. So giving them your login and password information and sailing off into the sunset is right out. (Not only is it a FAFO event, but we will make very sure they know who to be mad at when things go wrong.)
The common question at this point is how a non-technical client is supposed to set up and manage a membership and hosting for themselves. The answer is that they are not. Our service is designed to be used by skilled webmasters, and it's often the case that removing the technical expertise of a professional developer without replacing it with an equivalent is simply not viable. If you find yourself in a situation that would wind up with a NearlyFreeSpeech.NET membership in the hands of someone who won't know what to do with it, stop!
That probably means the transfer you need to arrange is to a hosting company that offers a lot of tech support (and likely telephone tech support) for nonspecialists. That's fine; there are a large number of such companies. We would much rather that happen than for someone to end up with a NearlyFreeSpeech.NET member left in the lurch with no idea how to use our service or what our policies are.
For this reason, if we detect a transfer request between two memberships that appear to have been accessed by the same person, we will stop the transfer. We will contact both parties and ask them to verify their identity and that they submitted their request themselves. We will further ask the recipient to confirm that they went through the signup process themselves, that they have read and understood (and agreed to) our Terms and Conditions of Service, that they understand the nature of our service, and that they are comfortable managing their membership and account moving forward without any external assistance (including ours). Only if we're satisfied will we allow the transfer to proceed.
That's a lot of extra hassle. However, it's very simple to avoid it completely: just make sure that the transfer recipient sets up their own membership and that neither the sender nor the recipient ever accesses the other's membership.
For more information on transfers and on helping others get set up on our service, we recommend also reading our FAQ entries about organizations and referrals.