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5.7.2026 - Primary User Concept

Written by Olivia Black

This update introduces a primary user concept to simplify account management and provide clearer control when multiple guardians or family members are involved.
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  • Only one account can be assigned as the primary user for a participant. The primary user is signified by the filled star.

  • Primary Users can add and remove other secondary users, and transfer primary access to another user.

Transferring Primary Access

  • Primary account ownership can be transferred to a different user by the primary user at any time by selecting the unfilled star and confirming the transfer.
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    *Only the primary user can transfer ownership.

    *Access must be transferred to another user before a primary user can remove themselves from the participant.



Secondary Users

  • Secondary users are any users associated with a participant who are not the primary user.

  • Secondary users will no longer have the ability to add or remove other users to the participant record.

  • Secondary users can remove themselves if needed.

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