Cliniko accounts can officially have owners—an owner’s user account is protected, meaning that no one else can make changes to it.
The person that creates the Cliniko account will be designated owner by default. It is their responsibility to grant ownership to another user in the case that they are not the rightful owner of the account.
Owners will be indicated on the user settings page:
If you want to make someone else an owner, you can head into their user settings and set that up. They’ll need to be an administrator already:
You’ll also see that, once someone has been made an owner, their details cannot be edited:
If at any point you wish to relinquish your ownership, you can do so in your user settings (however, at least one other user would need to be an owner before you can do this):
What to do in an ownership dispute
Every once in a while, it happens—the designated owner of the account ends up being the wrong person. They might be an ex-employee or someone you can't easily contact. What can you do to make sure ownership is transferred to the rightful owner?
Talk to the account owner
The first thing you should do is reach out to the Cliniko account owner and try to resolve the issue directly. They will need to log into the account, grant ownership to a different user, then relinquish their own ownership before you can make their user account inactive.
Seek legal advice
If the person doesn't respond, or things are taking too long, we recommend that you seek advice from a lawyer or your professional association. You may be able to legally compel the current owner into transferring ownership of the account.
The Cliniko team will try to avoid any involvement in ownership disputes. The easiest and best resolution will come from the involved parties settling the dispute themselves. However, if you have tried the above and aren't having any luck, you can reach out to us with details of your situation.