How to Change the Subscription Owner in Custombooks™

How to Change the Subscription Owner in Custombooks™

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 subscription owner as a User in the account with the administrator role if the new subscription 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 by our systems inviting the user to the account and asking that they need to accept/confirm. If the new subscription owner already has an existing account in Custombooks™, the user can just login to their portal/dashboard and accept the invite through the Notifications tab.
  3. Alert the new Subscription Owner that an email will be coming that will request a new payment method.  This must be completed before the change is made.
  4. After steps 1-3 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.

Please have the following information available for the Support Agent:
  1. Your name and contact information.
  2. The new Subscription Owner's Name and contact information.
  3. The 7 digit Account Number and the Company Name of the account found in the upper left corner of the application when logged in.