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Changing the firm administrator

Written by Hannah Olsson

To change the firm administrator, follow these steps:

  1. Click on the cog icon in the top-right corner to open the Firm Settings area.

  2. Within Firm Settings, select the Details tab to access firm-level information.

  3. Locate the Firm Administrator field, click the dropdown, and select a user from the list. The new firm administrator must be an existing user in the firm.

  4. Click Save to confirm the new firm administrator.

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