Subscription Owner Change

Subscription Owner Change

Overview

In Custombooks™, the subscription owner holds the highest administrative authority within an account. They manages billing, account settings, and administrative responsibilities, so transferring ownership is essential when roles or team members change.

When Should You Change the Subscription Owner?

You may need to transfer subscription ownership in cases such as:
  1. Role or Team Changes: A new team member takes over subscription responsibilities.
  2. Employee Turnover: The current owner leaves the organization.

Who Can Change the Subscription Owner?

Only the current subscription owner can transfer ownership. If the current subscription owner is no longer available, you may contact Support for further assistance.

Steps to Change the Subscription Owner

  1. Add the new sub-owner as a user on the account with an administrative role if the new sub-owner is not a user on the account yet. See this article on how to add a new user.
  2. An email invite is sent to the user that they need to accept/confirm. If the new sub-owner already has an existing account in Custombooks™, user can just login to their portal/dashboard and accept the invite through the Notifications tab.
  3. Once accepted, open the new sub-owner's profile from the User List and check the "Subscription owner" checkbox.
  4. Click "Save and close" or "Save".
  5. After steps 1 - 4, contact Support and let them know about the Subscription owner change with the complete details of the request for the final steps to be processed in the backend.





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