Change the Primary Admin of Your vcita Account
While an account can have more than one admin, there is only one Primary Admin per vcita account! The primary admin has access to subscription and billing details in addition to all other admin privileges. At this time, you cannot designate another member of your staff as the primary admin, but you can update the primary admin staff member with new information.
Warning: Deleting a user will automatically assign their appointments to the Primary Admin! Depsite being a great fail-safe, this may not be the desired result for your scenario.
Here is a quick article that outlines some risks involved with removing a user from the system.
To perform any changes, you will first need to be logged in as the Primary Admin.
Transfer Ownership of Your vcita Account to a New User
If the new primary admin is not on your account yet:
- In your vcita account, navigate to Settings > Staff.
- Locate the primary admin and click the 3-dot icon which appears on hover. Select Staff Settings.
- In the My Profile tab, change the primary admin's email address and password to reflect the new user whom you would like to designate as primary admin. Going forward, this is how the new primary admin will log in.
- The new admin will retain all of the old admin's appointments unless they are reassigned to a different staff member.
- Remember to update staff information to reflect the new user, such as availability, synced calendar and which services the new primary admin will offer.
Transfer Ownership of Your vcita Account to an Existing User
Warning: If you delete a staff member, all of their appointments will be reassigned to the Primay Admin. This may be your desired result, but it also may be best to reassign all the appointments to the proper staff member prior to deleting the staff member.
If the user already exists in your vcita account:
- In your vcita account, navigate to Settings > Staff.
- Hover over the existing user. Click the 3-dot icon which appears and select Staff Settings.
- In the My Profile tab, change the email address of the existing user to 'temporary'.
- Return to the Staff page.
- Now, locate the primary admin and click the 3-dot icon which appears on hover. Select Staff Settings.
- In the My Profile tab, change the primary admin's email address and password to the existing user's email address (the one you just changed to 'temporary'). Update the password.
- Return to the other user's staff settings. Change the email address from 'temporary' to the old primary admin's email address. Essentially, you have switched the primary admin's email address with an existing user.
- The new admin will retain all of the old admin's appointments unless they are reassigned. All appointments will need to be reassigned to the appropriate staff who will be handling them.
- Remember to update staff information to reflect the new users, such as availability, synced calendar and which services they offer.
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