Before we get started with the instructions on transferring ownership it's important to understand there are 2 key user types for a Calxa subscription. The Subscription Owner and Billing Contact. Although in most cases these will be the same user they do have different roles and permissions. In many cases you'll transfer both the ownership and billing contact at the same time however it is possible to transfer one type of control to another user while retaining the other role.
Transfer Ownership
The subscription owner has full access to the subscription data and control over the connected organisations and invited users. This user can access the Admin portal to manage workspaces, organisations and users. The Owner can also invite additional Co-Owners who have a similar level of access to the subscription data.
TIP 💡 In order to transfer ownership you must be either the current subscription owner, or a Co-owner.
NOTE 💬 After the transfer has been accepted, if you are currently the Owner, your access will be removed. If you are currently a Co-Owner, that status will be retained, however the new owner may wish to remove your access after transfer.
Click here to browse directly to the Admin Portal
Alternatively when signed into a workspace you can navigate via Settings->Billing & Admin->Manage Organisations
If you have more then one subscription select the appropriate subscription from the Subscription Dropdown in the orange menu (top left)
Still in the orange menu, from the 3 dots menu select Transfer Subscription
Work through the Transfer Subscription flow by choosing between the two the options in each case, and then clicking NEXT until you get to the Summary
Review the settings and click REQUEST TRANSFER
Confirmation of the Transfer Request will show on the screen
