(Multi-Seat Subscriptions) Accept or Decline Ownership Transfer

At manage.techsmith.com, you can view and manage 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

When someone invites you to become a new owner of their multi-seat subscription, you receive an email notification.

ownership_13_email.png

In manage.techsmith.com > Direct orders, you can view a hint about a new invitation.

ownership_10.png

You can do one of the following:

  • Accept the invitation and become the new subscription owner.
    As the new owner, you will be able to fully manage all aspects of the subscription: purchases, cancelations, renewals, and granting product access (assigning product seats to end users).
  • Decline the invitation.
    The subscription remains with the current subscription owner.

Accept Ownership Transfer

  1. Visit manage.techsmith.com and sign in to your TechSmith account.
  2. Select Direct ordersSubscriptions > Invitations.
    ownership_10.png
    If the Invitations page is not available, you have no pending invitations.
  3. On the Invitations page, next to the subscription that you would like to accept, click Select and continue.
    in direct orders, you can click subscriptions and select invitations
    If the Select and continue button is not available, see the Why can’t I accept ownership transfer? section in this article.
  4. If you do not have an account for multi-seat subscriptions, on the Account details tab, fill in the following:
    • Company name—Used for information purposes only.
    • Billing address—Used to generate invoices for your future multi-seat purchases. Also, at your billing email address, you will receive notifications about subscription transactions and key updates.
    • Shipping address—Used to calculate taxes for your future multi-seat purchases. Also, at your shipping email address, you will receive notifications about all subscription updates.

    once you select a subscription that you would like to accept, you may need to complete your account for multi-seat subscriptions, including the company name, billing address, and shipping address

  5. If the subscription has auto-renewal on and your primary payment method is purchase orders, on the Payment method tab, set a credit card as the primary payment method.
    next, after you complete your account details, you may need to add a credit card and set it as primary
  6. On the Confirmation tab, click Accept invitation.
    finally, you are asked to confirm that you would definitely like to accept the invitation and become the new subscription owner
    If an error occurs, see the Why can’t I accept ownership transfer? section in this article.

The subscription appears in Direct orders > Subscriptions.

if you accept the invitation, the subscription appears on the organizational purchases page

After you accept the invitation and become the new subscription 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

Decline Ownership Transfer

  1. Visit manage.techsmith.com and sign in to your TechSmith account.
  2. Select Direct ordersSubscriptions > Invitations.
    in direct orders, you can click subscriptions and select invitations
    If the Invitations page is not available, you have no pending invitations.
  3. On the Invitations page, next to the subscription that you would like to decline, click Decline invitation.
    in direct orders, on the invitations page, you can view all subscriptions that you were invited to manage. For each subscription, you can view the subscription ID, company name, list of products, and the options to select and continue or decline
  4. Confirm that you would like to decline ownership transfer.
    a confirmation pop-up opens, asking if you are sure that you want to decline the onweship of this subscription

The subscription no longer shows on the Invitations page and remains with the current owner.

Frequently Asked Questions

You can find the email address of the current subscription owner in the notification sent to your email.

ownership_13_email.png

Also, you can view it in Direct orders > History > Ownership transfer accepted/declined event > From.

in direct orders, in subscription history, you can view the subscription transfer event, and if you expand it, you can view the email of the previous owner in the from field

No, a subscription can only have one owner.

If someone invites you to become the new owner of a multi-subscription, and you accept the invitation, the previous owner will not be able to view or manage the subscription anymore.

It is not possible to accept the ownership transfer in the following cases.

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You already have a multi-seat subscription for at least one of the products.

For example, if you were invited to manage a multi-seat subscription for Audiate and Video Review, and you already have a multi-seat Audiate subscription, you cannot accept the invitation.

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, you can:

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

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

Let’s say you purchased a 1-seat Audiate subscription in the online store, and someone wants to transfer their multi-seat Audiate subscription to you. In this case, you can accept the invitation and become the new owner.

The conflict about the transfer will only occur if you already purchased a multi-seat Audiate subscription of your own via our sales team, and someone is trying to transfer another multi-seat Audiate subscription to you.

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Current owner has an unpaid invoice associated with their multi-seat account.

You can view the corresponding message: “Cannot transfer subscription: the current owner has unpaid invoice(s). Error code: 307”.

Please wait for the current subscription owner to pay all of their invoices.

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Account of the current subscription owner is blocked.

You can view the corresponding message: “Subscription cannot be transferred because the current owner is blocked. Error code: 255”.

Please wait for the current subscription owner to unblock their multi-seat account.

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Your multi-seat account is canceled.

Please contact Sales to re-activate your account. Or, provide a different email address to the current subscription owner.

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You are tax-exempt, and the subscription has auto-renewal on.

You can view the corresponding message: “Cannot complete the transfer: subscription auto-renewal is activated. Please contact the current subscription owner. Error code: 302”.

The current subscription owner needs to turn off auto-renewal for this subscription, and then resend an invitation.

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Subscription contains a product with unsupported settings.

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

You can accept the invitation after our team resolves the issue in our backstage system. For more information, contact Sales.

As the person who was selected to become the new owner, in Direct orders > History, you can view the following events related to subscription transfer.

Event Description

Ownership transfer accepted

You accepted the invitation and became the new owner.

Ownership transfer declined

You declined the invitation, and the subscription remains with its current owner.

No, ownership transfer is free of charge.

Sometimes, in Direct orders > History > Ownership transfer accepted, the order total may be larger than 0. This usually happens if your billing address has a different US state than the address of the previous owner. However, this amount is not charged to you or the previous owner. We’re currently working on a fix to always show 0 in the order total for ownership transfer.

The invitation remains active and ready for you to accept or decline until the current owner revokes the invitation.

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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