Subscription transfers

How it works

The current subscriber

• The subscriber can transfer the subscriber role from a trial organisation or from a paid organisation (as long as the subscription payments are up-to-date). The role can be transferred to anyone and the new subscriber can be a new Xero user.
• The current subscriber will receive a confirmation email when the transfer is complete, or if the invited subscriber logs in and declines the transfer.
• The existing user role and permissions will stay the same for the current subscriber, unless this is changed by the new subscriber

The new subscriber

• Will need to click the link in the email they receive from Xero and accept the transfer.
• Can change the pricing plan for a paying organisation when accepting the transfer. The subscription for a trial organisation can only be transferred as a trial, but it can be upgraded once the transfer is complete.
• Must set up billing details to complete the transfer (if it's a paid organisation, not a trial).
• Will have the Standard user role with Manage Users permission.