Change the subscriber for an organisation in your practice

If you have Principal permission within a Xero practice, you can transfer your subscriber role for a specific organisation to someone else. The person who takes over your subscriber role becomes responsible for the monthly subscription payments to Xero. Transferring a subscription doesn't change staff access to an organisation.

How it works

The current subscriber

  • The subscriber can transfer the subscriber role for any trial or paying organisation (as long as the subscription payments are up-to-date) in your practice. 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 permissions.

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