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Transfer Ownership and/or Primary Billing Contact

Transfer your subscription to another user.

Shem Bogusz avatar
Written by Shem Bogusz
Updated over a week ago

Transfer Ownership / Primary Billing Contact

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.

NOTE 💬 After Transferring Ownership your access will be downgraded to Co-Owner. The new owner may wish to remove your access after transfer. See Delete a User for details.

  1. Navigate via Settings->Billing & Admin->Manage Organisations

  2. If you have more then one subscription select the appropriate subscription from the Subscription Dropdown in the orange menu (top left)

  3. Still in the orange menu, from the 3 dots menu select Transfer Ownership​

  4. Work through the Transfer Subscription flow by choosing between the options in each case, and then clicking NEXT until you get to the Summary, Review the settings and click REQUEST TRANSFER​​

  5. Confirmation of the Transfer Request will show on the screen

  6. The new owner will receive an email asking them to Accept the Transfer of subscription

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