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Transfer of Ownership

As client relationships evolve, agencies may need to transfer full ownership of Waulter configurations to the client. This page covers when, why, and how to perform a clean handoff.

When to transfer ownership

Situation Action needed
Client is bringing consent management in-house Full ownership transfer
Agency engagement is ending Transfer before contract ends
Client has hired their own technical team Transfer to the client's lead
Regulatory requirement Client must directly control their consent infrastructure
Client switching agencies Transfer to client, then new agency re-shares

Why transfer matters

  • Ownership = ultimate control — the owner can manage sharing, activate/deactivate, and delete the configuration
  • Clean boundaries — prevents confusion about who is responsible for the configuration
  • Compliance — some regulations may require the data controller (client) to directly manage consent infrastructure
  • Continuity — ensures the client has full access even if the agency relationship ends

Step-by-step handoff process

1. Prepare the client

Ensure the client has:

  • [x] An active Waulter account (registered and verified)
  • [x] Understanding of the Waulter dashboard basics
  • [x] Their Configuration ID for reference
  • [x] Access to the GTM container or website code where the SDK is deployed

2. Share with admin access

If not already shared, share the configuration with the client's designated admin:

  1. Open the configuration > Sharing section.
  2. Add the client's user with admin role.
  3. Verify the client can log in and see the configuration.

3. Document the configuration

Before transfer, provide the client with:

Item Details
Configuration ID The ID used in their SDK deployment
Scenario ID (if applicable) The scenario ID used in their GTM/script setup
Whitelisted domains List of all domains currently whitelisted
GCM mode Basic or Advanced
Active purposes List of configured purpose categories
Linked documents Cookie Policy and Privacy Policy document IDs
Custom fields Any custom fields used in scenarios

4. Transfer ownership

Ownership transfer process

Ownership transfer may require administrative action in the dashboard. Contact Waulter support if the dashboard does not provide a direct transfer option.

5. Verify the transfer

After transfer:

  • The client should be listed as the configuration owner in the dashboard
  • The client should have full admin control
  • The client can manage sharing, activate/deactivate, and modify all settings

6. Agency self-removal (optional)

After the transfer is complete, the agency can remove their own access:

  • Keep access if there is an ongoing support agreement
  • Remove access for a clean break

Self-removal is immediate and irreversible

When you remove yourself from a configuration, you lose access immediately. The configuration disappears from your dashboard. Only the new owner or an admin can re-share with you.

What happens after transfer

Aspect Result
Configuration settings Preserved — nothing changes
Statistics Preserved — historical data belongs to the configuration
Consent records Preserved — all visitor consent is maintained
Existing shares Preserved — other users' access is not affected
Scenarios Preserved — continue to work as configured
SDK deployment No change needed — the Configuration ID remains the same

Best practices for clean transitions

  1. Set a transition date — communicate it to all stakeholders in advance
  2. Provide documentation — give the client links to relevant Waulter documentation
  3. Offer a transition period — keep shared access for a defined period (e.g. 30 days) in case the client needs help
  4. Verify independently — ask the client to log in and confirm they can manage the configuration before you remove your access
  5. Update your records — mark the configuration as transferred in your agency's tracking system