What to change
Clarify the actual account and property arrangement before removing supplier access. Ask for an inventory of relevant properties, reports and configurations, then verify organisation-controlled administration where the platform supports the intended structure. Identify any exports or reporting assets that need a separate handover. Test the practice administrator's access before ending the old arrangement, so the change preserves legitimate continuity rather than creating a reporting blackout at the moment responsibility changes.
A worked example
Illustrative example
Illustrative test: The practice administrator opens the agreed reports using their own authorised account.
How to check the result
The organisation can inspect and maintain its approved measurement setup.
A mistake to avoid
A shared report link may offer viewing without the administrative rights needed for continuity.
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.
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Further reading
These primary sources provide additional context for the project decisions above.
Related decisions
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