Transferring Ownership to Another User in the Practice

Transferring Ownership to Another User in the Practice

Overview

The system allows a practice owner to transfer ownership to another user with an Administrator role. This ensures flexibility in managing practice accounts while maintaining security and control.

Prerequisites

Before transferring ownership, ensure:

  1. You are the current owner of the practice.
  2. The user receiving ownership has the Administrator role.

Step 1: Navigate to User Management

  1. Go to Settings in the left sidebar.
  2. Select Account Management > User Management.



Step 2: Locate Transfer Ownership Option

  1. Find the Owner label next to your name under the Administrator role.
  2. Click the Transfer Ownership button next to an eligible user.


Step 3: Confirm Transfer

  1. Click Yes in the confirmation message.
  2. You will be logged out automatically.


Step 4: Re-login and Verify

  1. Log in again to confirm the ownership transfer.

Important Notes

  1. Only users with the Administrator role can receive ownership.
  2. Once transferred, the previous owner cannot revert the action.
  3. Contact support if you encounter any issues.

Need Help?

For further assistance, contact:
📞 Phone: 443-203-5857
📱 Text: 866-301-0085
📧 Email: ticket@icanotes.com
💬 Chat: https://app.icanotes.com


FAQs 

You can find the Frequently Asked Questions (FAQs) on our Knowledge Base page.


Click here for quick access to the FAQs.
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Proprietary Notice Information: This article is provided for informational purposes only, and the information herein is subject to change without notice. While every effort has been made to ensure that the information contained within this article is accurate, ICANotes cannot and does not accept any type of liability for errors in, or omissions arising from the use of this information.

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