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 on the Transfer Ownership button and select the user for transferring ownership rights.
Step 5 – Write “Transfer” in the text field and click on 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. The next time you log in, you will have the account admin role.