How do I consolidate individual licenses into a company subscription?

Learn how to merge multiple individual SecureMailMerge subscriptions into a single company-managed subscription.

If your organization has multiple individual SecureMailMerge subscriptions and you’d like to consolidate them into a single company-managed subscription, follow this guide. This gives you centralized billing, easier license management, and a single point of contact for renewals.

Note: We don’t currently offer an automated way to merge subscriptions. The process below is manual but straightforward.

Step 1: Create the company subscription

Have one person (typically IT or a billing administrator) purchase a new subscription that will become your company account:

1. Go to securemailmerge.com/purchase
2. Log in with the Microsoft 365 account that will own the company subscription
3. Purchase the number of licenses you need immediately (you can start with just one)

This account becomes your central billing point for all SecureMailMerge licenses.

Step 2: Delegate administration (optional)

If you want others to help manage licenses without giving them access to billing:

1. Log in to licensing.solinventum.com
2. Go to your subscription settings
3. Add delegated administrators with permissions to:
   • Assign and unassign licenses to users
   • Change the license quantity

This is useful when IT staff need to manage day-to-day license assignments but finance controls the subscription.

Step 3: Cancel individual subscriptions

Each person with an individual subscription should cancel it:

1. Log in to licensing.solinventum.com with their own account
2. Cancel their subscription
3. Note when their current billing period ends (the license remains active until then)

Alternatively, if you have access to each account, you can cancel on their behalf.

Step 4: Migrate users as subscriptions expire

As each individual subscription reaches the end of its paid period:

1. Log in to the company subscription at licensing.solinventum.com
2. Increase the license quantity by one
3. Assign the new license to the user whose individual subscription just expired

Repeat this for each user. This approach ensures you’re not paying twice for the same user during the transition.

Example timeline

Tips for a smooth transition

• Track expiration dates: Make a list of when each individual subscription ends
• Communicate with users: Let them know their license will continue seamlessly
• No reinstall needed: Users don’t need to reinstall the add-in; the license is tied to their email address
• Consider timing: If most subscriptions renew around the same time, you might wait and migrate everyone at once

Need help?

If you have many subscriptions to consolidate or need assistance, contact [email protected] and we can help coordinate the transition.