How do I change the Genie Administrator?

The Genie Administrator role is specific to one user at a time, and if that user concludes their role at the practice, you'll need to assign the Administrator role to someone else. This is managed through your Genie software itself, rather than being managed by Genie Solutions like your user licenses are.

To set a new Administrator you will need to log in as the current Administrator. The current Administrator can be identified by the tick next to their name in the Login window.

Once you are logged in as this user, navigate to File > Set Administrator. You will be prompted with a window asking you to select a new Administrator:

Simply click the user that you would like to be the new Administrator and choose Select.

Once this has been updated you will receive the below alert:

Please note: It is only possible to have one Administrator at a time. The Administrator will have access to additional features in Genie such as specific reports in the Administrator tab in File > Maintenance and Reports. It is possible to give your other users access to additional features in Genie using Edit Groups, however there are still some features that will only be available to your chosen Administrator.