How do I reassign the Firm Account?

Only the firm owner can reassign the Firm Account, the special login for a practice manager or administrative staff member.

1. Open the Firm Console from the sidebar and go to Security (under Settings in the console sidebar).
2. Find the Firm Account card.
3. Click Reassign next to the current Firm Account holder’s name.
4. Enter the email address of the new person.
5. Click Send Invite. A confirmation dialog will appear.
6. Type REASSIGN in the confirmation field and click Reassign.

The current holder’s login is deactivated immediately, and they are told by in-app notification and email. The new person receives an invite and becomes the Firm Account once they accept.

First-time setup and pending invites

If you haven’t set up a Firm Account yet, the card shows an email input to send the first invite. A pending invite that hasn’t been accepted can be withdrawn with the Revoke button.