A handover marks completion before the practice verifies access

What to change

Treat an invitation as the start of access transfer, not its completion. Ask each nominated recipient to use their own authorised account, confirm the required role and perform a safe representative check. Record unresolved invitations or permission gaps explicitly before the outgoing relationship ends. The owner should also know the recovery route and backup administrator where appropriate. This makes the handover resilient to expired invitations, mistaken accounts and viewing-only permissions.

A worked example

Illustrative example

Illustrative test: The practice administrator opens the correct project and verifies the agreed management capability.

How to check the result

The access handover is based on working permissions rather than sent invitations.

A mistake to avoid

An accepted invitation can still grant the wrong role or wrong project.

Your action checklist

Use these checks to prepare a discussion with your team or supplier. Tick a check when you have recorded the decision or evidence, rather than when a feature has simply been promised.

Decisions to recordList required administrators and the access each actually needs.Confirm invitation acceptance using the intended organisational accounts.Perform a safe task that demonstrates the required permission.

Evidence, open questions and decisionsNext action and responsible role

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