Transfer Ownership of Your Acxite Account

The account owner plays a key role in the Acxite app, which allows users to perform billing and account-related tasks. By default, when you sign up for Acxite, you become the account owner, but sometimes the person responsible for billing tasks does not sign up directly for Acxite. In such cases, the user who created an account must transfer ownership to the relevant person. In this article, we will cover the steps for transferring account ownership in Acxite.

Table Of Contents
  1. Transfer Ownership of Your Acxite Account

Rights of Account Owner in Acxite

  • View and make changes on the Subscription & Billing page
  • Transfer ownership of the organisation to another user
  • Delete the organisation
  • Access all businesses within the practice
  • Create new businesses to onboard clients to Acxite
  • Upload documents or approve /export processed documents
  • Manage integration for businesses
  • Manage other users’ 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 Acxite Account to another user:

Step 1 – Log in to Acxite 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 user page.

Step 4 – Click the Transfer Ownership button, then select the user to transfer ownership to.

Ownership can be transferred only to account admins; therefore, if the other user does not have an active account admin role, you must first invite them as an account admin. Invite a user as an account admin.

Step 5 – Write “Transfer” in the text field and click the Transfer button at the bottom.

The ownership of your account will be transferred to the selected user, and you will be logged out of the system. Your role will be changed to account admin.

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Frequently asked questions

Q: Who can be set as the new account owner in Acxite? A: Only users who have an active account admin role can be selected as the new account owner. If the user is not an admin, they must first be invited and assigned the admin role before ownership can be transferred.
Q: Can the account ownership be transferred back after it has been changed? A: Yes, ownership can be transferred again, but only by the current account owner. The same transfer process must be followed, and the newly selected user must also have admin access.
Q: What happens after the account ownership is transferred? A: Once the transfer is complete, the previous owner is automatically logged out. Their role is updated to account admin, while the selected user becomes the new account owner with full billing and management rights.