(Multi-Seat Subscriptions) Start or Cancel Ownership Transfer

At manage.techsmith.com, you can view and manage your Direct orders (multi-seat subscriptions purchased via the sales team) for these cloud products:

video review icon Video Review assets for snagit icon TechSmith Assets for Snagit
knowmia pro icon TechSmith Knowmia Pro assets for camtasia icon TechSmith Assets for Camtasia
audiate icon TechSmith Audiate logo_screencast.png Screencast Pro

If you do not have a multi-seat subscription, see (Multi-Seat Subscriptions) Purchase My First Multi-Seat Subscription.

As the owner of a multi-seat subscription, you can either manage the subscription by yourself (purchase more seats, renew the subscription, and more) or choose another person as the new subscription owner.

Before You Start Ownership Transfer

Before you start transferring your multi-seat subscription to a new owner, please check the following.

Please make sure that the new owner doesn’t have a multi-seat subscription for the products that you are about to transfer. For example, if you are transferring a multi-seat Audiate and Video Review subscription, and the new owner has any of these products in their Direct orders, they will not be able to accept your subscription.

diagram that illustrates the description below

As the subscription owner (Account A), you can initiate the transfer. However, when viewing your invitation, the person that you selected as the new owner (Account B) will not have the option to accept your invitation.

in direct orders, on the invitation to manage the subscription, you can view the option to decline invitation and a hint that you are already subscribed to one or more products in this subscription. You can provide another email address to the current owner, or contact the TechSmith team at www.techsmith.com/contact.html

Instead, they will be prompted to:

  • Decline the invitation and provide you with a different email address.
  • Or, contact Sales to get their current subscription canceled, so that they can accept your invitation.

The logic described in this section only applies to multi-seat subscriptions (direct orders).

Let’s say you have a multi-seat Audiate subscription that you purchased via our sales team, and you want to transfer it to a person who has a 1-seat Audiate subscription purchased in the online store. In this case, the person can accept the invitation and become the new owner.

The conflict about the transfer will only occur if you try to transfer a multi-seat Audiate subscription to a person who already has a multi-seat Audiate subscription of their own.

When you transfer a multi-seat subscription to a new owner, the pre-transfer invoices generated for this subscription stay linked to your account. As a result, you cannot transfer a subscription if you have an unpaid invoice, even if that invoice is not related to the subscription that you are trying to transfer.in direct orders, on the subscription page, in the manage ownership dialog, you can view a hint saying that sorry, you cannot transfer any of your subscriptions. Please make sure that all of your invoices are paid, and then try again or contact the TechSmith sales team at techsmith.com/contact.html

To sum up, let's say you purchased three multi-seat subscriptions with a purchase order. You have an unpaid invoice related to subscription #1, while subscriptions #2 and 3 are paid. Until that invoice is paid, you cannot initiate the transfer for any of the three multi-seat subscriptions.

If you only need to delegate seat assignments (permission to allocate product seats to end users), instead of transferring the subscription to a new owner, you can add seat managers. See (Multi-Seat Subscriptions) Add or Remove a Seat Manager.

Start Ownership Transfer

After you make sure that the future owner does not have a multi-seat subscription for the products that you are about to transfer, and all of your invoices for multi-seat purchases are paid, you can start transferring your multi-seat subscription to a new owner. It is possible to cancel the transfer until your invitation is accepted.

Expand the sections below for more details.

  1. Visit manage.techsmith.com and sign in to your TechSmith account.
  2. Select Direct orders.
  3. (If you have multiple subscriptions) On the Subscriptions page, select the subscription that you would like to transfer.
    in direct orders, on the subscription page, in the subscription selector, you can view all the subscriptions that you own
  4. Under the subscription selector, click Manage ownership.
  5. Enter the email address of the new subscription owner and click Submit.
    in direct orders, in the manage ownership dialog, you can enter the email of the person who should become the new owner. You can also view additional information saying that the person cannot accept your invitation if they already purchased any of the products in this subscription. Also, after the transfer, your invoices, transactions, and subscription history will be hidden from the new owner. And finally, you are informed that instead of ownership transfer, you can assign additional seat managers on the Seats tab
    If an error occurs, or if the Manage ownership dialog looks different, see the Why can’t I start ownership transfer? section in this article.
  6. Review the confirmation and click Close.
    in direct orders, the manage ownership dialog shows the email that you entered and says that the new owner has not confirmed the transfer yet. To cancel the transfer, you can use the remove button next to the email

The subscription status is In transfer, which means the following:

  • Until the person accepts the invitation, you can view and manage the subscription as usual.
  • You can revoke the invitation at any time. Next to the person’s email address, click Remove (icon of the remove button).

After the person accepts the invitation and becomes the new owner, the subscription data and owners’ details are protected in the following way.

icon of the previous owner

Previous owner

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Can view the history of subscription updates, payments, and refunds that took place before the ownership transfer.

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Cannot view the subscription details or manage the subscription.

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Cannot view the account information, payment method, or invoices of the new owner.

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Cannot view the history of subscription updates, payments, and refunds that take place after the ownership transfer.

icon of the new owner

New owner

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Can view and manage the subscription.

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Cannot view the account information, payment method, or invoices of the previous owner.

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Cannot view the history of subscription updates, payments, and refunds that took place before the ownership transfer.

Cancel Ownership Transfer

As the subscription owner, you can cancel the ownership transfer if the subscription has the In transfer label (the person selected as the new owner has not accepted the invitation yet).

  1. Visit manage.techsmith.com and sign in to your TechSmith account.
  2. Select Direct orders.
  3. (If you have multiple subscriptions) On the Subscriptions page, select the subscription for which you would like to cancel the transfer.
    in direct orders, on the subscription page, use the subscription selector to view all the subscriptions that you own
  4. Click Manage ownership and next to the email, click Remove (icon of the remove button).
    in direct orders, the manage ownership dialog shows the email that you entered and says that the new owner has not confirmed the transfer yet. To cancel the transfer, you can use the remove button next to the email

The invitation becomes inactive, and the person whose email address you removed can no longer view the subscription details in Direct orders > Invitations.

Frequently Asked Questions

No, a subscription can only have one owner.

However, you can add seat managers if you would like to delegate the responsibility of allocating product seats. See (Multi-Seat Subscriptions) Add or Remove a Seat Manager.

Yes, as the subscription owner who transferred the subscription to someone else, in Direct orders > History, you can view all transfer-related events.

Event Description

Ownership transfer initiated

You selected a person who should become the new owner.

Ownership transfer canceled

You revoked the ownership transfer invitation.

Ownership transfer accepted

Person selected by you accepted the invitation and became the new owner.

Ownership transfer declined

Person selected by you declined the invitation, and you remain the subscription owner.

No, the new owner receives the subscription in the same state as it was under the previous owner. Both during and after the ownership transfer:

  • The users that had assigned seats still have those seats assigned, so their use of the product remains uninterrupted.
  • Also, the seat managers that were assigned by the previous owner remain assigned and can manage seats as usual.

After the ownership transfer, the previous owner cannot manage the subscription anymore, and the new owner receives full control over the subscription, including seat assignments and seat managers.

If you would like to fully hand over your multi-seat subscription to someone else, you can transfer the subscription to a new owner.

If you would like to remain in charge of purchases, cancelations, and renewals, you can remain the subscription owner and add one or more seat managers who will manage seat assignments. See (Multi-Seat Subscriptions) Add or Remove a Seat Manager.

You cannot transfer your subscription to a new owner in the following cases:

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You purchased a 1-seat subscription in the online store.

At manage.techsmith.com, you can transfer the subscriptions that are listed in your Direct orders. As for your Online store orders, you can add a seat manager or reassign a seat to someone else by yourself.

If you would like to appoint a new owner for the products that you purchased in the online store, please contact our Customer Support team.

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An unpaid invoice is associated with your account for multi-seat subscriptions.

Please make sure that all invoices for all of your multi-seat subscriptions are paid, and then try again. See (Multi-Seat Subscriptions) View and Pay My Invoices.

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Your multi-seat account is blocked.

You can view the corresponding hint: “Subscription cannot be transferred because the current owner is blocked”. See (Multi-Seat Subscriptions) Unblock an Account.

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You are transferring a multi-seat subscription with auto-renewal on, and the person who should become the new owner is tax-exempt.

You can view the corresponding message: “To transfer the subscription to this user, first deactivate auto-renewal. Error code: 301”.

See (Multi-Seat Subscriptions) Auto-Renewal.

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Your multi-seat subscription contains a product with unsupported settings.

Until our team resolves this issue, your subscription is view-only and cannot be transferred to a new owner.

You receive the corresponding message: “Cannot update subscription: product or rate plan contains unsupported settings. Error code: 290”.

If you need to make an urgent ownership transfer, please contact Sales.

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Person who should become the new owner has reached the max number of subscriptions or cannot be selected as the new owner for some other reason.

You can view the corresponding error: “Sorry, the user with this email is unavailable. Error code: 182”.

To resolve this issue, ask the person to provide you with a different email address.

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The person's multi-seat account is canceled.

You receive the corresponding message: “Cannot complete the operation: customer account is canceled. Error code: 288”.

To resolve this issue, ask the person to provide you with a different email address.

This may occur if you initiated ownership transfer to a person, but after this, the person deleted their TechSmith account.

ownership_17.png

The person can no longer accept the invitation to become a new owner, so you are recommended to cancel the ownership transfer to the deleted user, and then initiate the transfer to a different email address.

After you cancel the ownership transfer, we do not send any email notifications, and this event is not shown in Direct orders > History. However, the person who was selected as the new owner can no longer view the subscription details in Direct orders > Invitations.

This help topic is for Assets for Camtasia, Assets for Snagit, Audiate, Knowmia Pro, Screencast Pro, and Video Review.

If you are looking for information about Camtasia, Knowmia Enterprise, Snagit, or our other products, please visit our help center.


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