If you are needing to change the person currently listed as the main admin, log in and go to Set Up.
On the left hand side, click USER MANAGEMENT.
The new Main Administrator will need to be listed as a Helper Admin or Read Only.
* If the new administrator is not currently in Visit Tracker, they will need to be first added as Helper Admin or Read Only admin. Click HERE for the tutorial to add a new admin. (if you get a message that you are over your user count, add them as a Read Only User).
* If the current user is a home visitor with admin access, they will need to be added as Helper Admin. When adding as a helper admin, they will need a different username than the one they are using as the home visitor. A number or additional letters can be used.
This will mean the admin will have two logins, one as the admin and one as a home visitor. The admin login can be used for all data entry, so it's up to you if you want to use your home visitor login. The home visitor login will just allow you to see just your assigned families.
Once the new Admin has been added as a full access user, then you can make the change for the main admin.
To the right of the current Main Administrator, there will be a green arrows icon. This will allow you to switch the main admin to another user.
You will first select who the main admin will now be.
And then select your new role.
*If you select Disabled, that will completely remove your access.
You will be immediately logged out.
If you selected a new role of Helper admin or Read Only, you can login with your new access. And the new main admin can login as the main administrator.