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Transferring Ownership of Your Account

Account ownership transfer is required when practice leadership changes — such as a sale, retirement, or organizational restructuring. The new owner will have full administrative control of the workspace.

Before You Transfer​

  • Confirm the new owner has an active WithinEHR account.
  • Ensure all billing and subscription details are up to date.
  • Notify your team of the ownership change.

How to Transfer Account Ownership​

  1. Go to Settings on the navigation pane.
  2. Select Account or Workspace Settings.
  3. Find the Transfer Ownership option.
  4. Search for and select the new owner by name or email.
  5. Confirm the transfer.

The new owner will receive a notification and will assume full administrative control of the workspace.

After the Transfer​

  • The previous owner's access level will revert to their assigned role (e.g., Clinician or Practice Manager).
  • Review and update team permissions after the transfer to reflect the new organizational structure.