Transferring a Subscription

Unfortunately 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.