Knowledgebase: Patient Communications
How do I change the Account Owner (Admin) for the Global Portal?
Posted by Meghan Modreck on 25 May 2016 12:32 PM

When a customer activates Global Portal, the user that is currently working in MVE becomes the Account Owner. Some customers then want to transfer the account ownership to another user to have admin rights to the portal.

1. Have the person that originally activated the Global Portal (the current Account Owner) login to the portal

2. From the main toolbar, go to Security > Users

3. Locate the current Account Owner

NOTE: The current Account Admin will be labeled 'Account owner' under that person's name from the list of users. 

4. Click Change Ownership (next to the person's name)

NOTE: This option will only be visible if the Account Owner is logged in to the portal. 

5. A list will pop-up with all employees listed within the User section

6. Select the user that will be labeled as the new Account Owner (this will give the user Admin rights to the Global Portal)

7. The new Account Owner will now be labeled under the selected individual's name

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