Skip to main content

Transfer your subscription's ownership

How to transfer subscription ownership

Updated over a week ago

Role needed: only Account Owners and Admins that also have the 'Controller' role can transfer a subscription from one member to another. Spendesk teams can't do it on your behalf.

Users transferring the subscription

  • Head over to the "Commitments > Subscriptions" tab.

  • Select the subscription you'd like to edit.

  • Click on the Edit subscription button.

  • Select the new subscription owner from the dropdown menu.

  • Save changes.

  • The subscription is transferred AND the card is cancelled for security reasons.

Users receiving the new subscription

  • Head to Cards -> subscriptions

  • Select the subscription with status Action Required

  • Click on Generate Card, this creates a new card for the subscription.

  • Go to your supplier website and update the payment details. If you don't the next payment will fail.

⚠️ Warning:

  • When you transfer the subscription ownership, the card is cancelled. It's up to the new subscription owner to follow the required steps to generate a new card, and update the details at the supplier.

If you delete a member via Spendesk, you can transfer subscription ownership to a new team member. This will cancel all cards, and transfer the subscriptions. The new subscription owner will need to generate new cards & enter them in the merchant's website.

If you delete a member via HR tool, the subscriptions will be automatically assigned to the account owner, and all cards will be cancelled.

Did this answer your question?