Transfer Receipt Bot Account Ownership
The account owner is a key role in the Receipt Bot app, it allows a user to perform any billing or account-related tasks. By default, when you sign up to Receipt Bot, you become the account owner but sometimes the person in charge of the billing tasks does not sign up directly to Receipt Bot. In such cases, the user who created an account must transfer ownership to the relevant person.
In this article, we will cover steps on how to transfer account ownership in the Receipt Bot.
Rights of Account Owner in Receipt Bot
- View and make changes on the Subscription & Billing page
- Transfer ownership of the organization to another user
- Delete the organization
- Access all businesses within the practice
- Create new businesses to onboard clients to Receipt Bot
- Upload documents or approve /export processed documents
- Manage integration for businesses
- Manage other user’s access at the practice level & business level
Steps to transfer ownership of the account to another user
You can follow these steps to transfer the ownership of your Receipt Bot Account to another user:
Step 1 – Log in to Receipt Bot with the account owner’s credentials.
Step 2 – Navigate to the Practice Management page using the gear menu at the top-right.
Step 3 – Navigate to the Practice Staff page.
Step 4 – Click the Transfer Ownership button and select the user to transfer ownership rights.
The ownership can be transferred to account admins only; therefore, if the other user does not have an active account admin role, you must first invite them as account admins. Invite a user as an account admin.
Step 5 – Write “Transfer” in the text field and click the Transfer button at the bottom.
The ownership of your account will be transferred to the selected user, you will be logout of the system. Your role will be changed to account admin.