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We have no self-service way to transfer a subscription. However we have the following recommendations:

It is best to cancel your subscription and have the new subscriber sign up for their own trial followed by a paid subscription.

Generally we don’t provide refunds and, when you cancel, you retain access until the end of your payment period. However, for a yearly subscription, this is one situation in which we consider providing a partial refund. To request a partial refund for this reason, please reach out to us and let us know which new subscriber is effectively taking over your subscription.

If you have a multi-user subscription, the new subscriber will be able to re-invite people with an invite code from the new subscriptionUnfortunately transferring a subscription is not a one-step activity.

The subscription account ID is locked to the subscriber’s Azure authenticatedUserID and we are unable to change this to a new value. So, a new subscription must be made and we must migrate everything to it. Here are the steps for this to happen:

1. Existing subscriber (aka user manager): Remove the new subscriber/user manager from the existing subscription

2. New Subscriber: Start a new trial with the desired number of users (usually matching the user count of the existing subscription.)

3. New Subscriber: Generate an invite code and send it to the users so they can move to the new account. If you have issues or have a large number of users, please get in touch with us so we can do this manually.

4. Existing Subscriber: Cancel your subscription.

5. New Subscriber: Enter billing information for your new subscription.

Partial Refunds

In some cases, upon request, we may provide a partial refund for the subscriber canceling their subscription during a transfer. In this case, there would be no credit applied to the new subscription and they would have to immediately add billing information to avoid a service disruption.

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