ℹ️ This feature is only accessible to people who have subscribed to Ansarada Advisor Freemium plan through e-commerce after February 5, 2024.
At Ansarada, we understand the importance of efficiency and streamlining processes for our clients. That's why we have developed cutting-edge digital and automation features to make transferring subscription ownership a breeze.
With Ansarada's digital transfer process, you can easily and securely transfer billing ownership of your subscription to your client. This eliminates the need for 10 emails back and forth, and multiple calls with your client just to get a quote signed. Our streamlined process saves you time and ensures a smooth transition of ownership.
How to Transfer Subscription Ownership
If you're not up for keeping the subscription all to yourself and your client wants to be in charge, no sweat! It's super easy to transfer the billing ownership. Your client can confirm the subscription and get things rolling before going live.
⚠️Good to know: The new billing owner will be invited as an Administrator in the Room. Once the transfer is complete, you will no longer manage the subscription, but you'll retain Administrator access to the product.
Follow these steps to get started:
💡Tip: You can create Buy side teams and add people to the teams before confirming the subscription plan.
Go to the Left menu. Under Manage, select Sell side or Buy side.
⚠️Good to know: The wording on the internal and external tabs for managing Teams/people under the Left menu changes based on the Room’s transaction type. Learn more here.
You will see the Confirm your plan section on the top of the page, select Confirm your plan now. A new screen will display for confirming your subscription plan.
Assign the billing owner and choose Someone else to enter details for the billing owner (your client). We'll send an email to the chosen billing owner to confirm the subscription plan. You can also add a note to the email for a personalised touch.
⚠️Good to know: The new billing owner will be invited as an Administrator in the Room. Once the transfer is complete, you will no longer manage the subscription, but you'll retain Administrator access to the product.Click Next step to recommend a subscription plan, we will add this in the email we send to the billing owner.
Click Next step to review and confirm details. You can review the confirmation request email and click Request confirmation to send it out.
💡Tip: The confirmation link will expire in 5 days. If needed, you can send a new request by clicking View Request and selecting Request confirmation. You'll receive email notifications about the transfer status.
Next steps for the assigned billing owner
If you have been assigned as the billing owner of the subscription, you can easily review and accept the confirmation request by following these steps:
Locate the subscription activate request email from your email inbox, and click the Confirm plan button.
💡Tip: If you're having problems receiving the email, you can try the following:Check your junk / spam folder.
If you still can’t find it, ask your IT team to whitelist the following email address:
[email protected].
You will be redirected to the Room sign-up or login page. Simply create a profile or log in with your existing Ansarada profile and password.
Choose your subscription plan and preferred payment.
Click Enter billing & payment details to update your billing details. If you opt to pay via credit card or direct debit, enter your credit card or direct debit details on the subscription portal as well.
Congratulations! You have successfully confirmed your subscription and can now invite Buy side/Investor. Follow this guide on how to send invites.
Got questions, feedback, or just want to say hi? Reach out to our global support teams via Live Chat or email us at [email protected]. We're excited to connect with you!