To change the firm administrator, follow these steps:
Click on the cog icon in the top-right corner to open the Firm Settings area.
Within Firm Settings, select the Details tab to access firm-level information.
Locate the Firm Administrator field, click the dropdown, and select a different user from the list. The new firm administrator must be an existing user in the firm.
Click Save to confirm the new firm administrator.
ℹ️ Note: At the moment, you can only have one administrator per firm. Our team is actively working on updates to allow multiple firm admins in the future. Stay tuned for announcements on upcoming features!