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Transfer account ownership

Hand ownership of your clinic's account to another staff member when responsibilities change.

Table of Contents

Only the current owner can do this.

  • Go to Setup, then Subscription.

  • In Account summary, click Transfer next to your name.

  • Choose the staff member who will take over.

  • Confirm.

The new owner controls billing and multi-account, so check it's the right person.

Up next

Next, read Change the system language.