Step 1.


Navigate to Home > User permissions.



Step 2.


Click on the keys icon beside the user that you would like to update as the main user.



Step 3.


Select your new role in the drop-down box and hit the Transfer button to complete.



For additional help, click here to view all our training options.


Technical support is available on Monday to Friday from 9 - 5. You can call us on 0203 475 4744 or email us at support@clearbooks.co.uk.


Alternatively, visit our Community to view our latest news & updates, raise new ideas, find answers to common problems, ask new queries and speak to other Clear Books users and employees.