This guide will assist you in transferring a subscription from one owner to another.
To transfer a subscription, follow these steps:
1. Go to the Subscription page.
2. Find the subscription you want to transfer. Click the Manage button next to it.
3. Click the Transfer Subscription.
4. The Transfer Subscription window will prompt. Type in the User Email where you want to move the subscription. Click Transfer Subscription.
Note:
The new subscription must have no pending transactions available.
A confirmation email will be sent to the new subscriber.
Once the transfer is confirmed, you will lose access to this subscription.
5. Enter the Subscription Id to confirm the transfer and click Confirm Transfer.
6. A message will be appear confirming that the tranfer request has been sent to the new subscriber for confirmation.
7. The new subscriber must click confrim transfer or use the link provided in the email to complete the transfer process.
8. Once the new subscriber clicks Confirm Transfer, the Subscription Transfer page will prompt. They must then click Approve to proceed.
Note: After approval, the previous subscriber will be converted to a Payroll user in all companies under the subscription
9. A final confirmation prompt will appear. Click Yes to complete the subscription transfer.
10. The transferred subscription will now appear in the new subscriber’s account, indicating the transfer was successful.
By Azirah 250911