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. An agency may share a report view that stops working when its account arrangement changes. Before ending the relationship, the practice administrator opens the required properties and reports through their own authorised account and confirms the agreed role. Separate reporting assets are listed for transfer. The test distinguishes convenient viewing from the management capability needed for continuity, reducing the chance of a reporting blackout during the supplier change.
What this means for your practice
A shared dashboard link may provide a view without giving the practice the rights needed to maintain its measurement setup. Before removing an agency, inventory the accounts, reports and related configurations in use. Ask for appropriate organisation-controlled access and identify reporting assets that need their own transfer. Have the nominated administrator open the essential reports through their own account before the old arrangement ends. This avoids discovering a gap precisely when responsibility changes. The practice should know what it can view, what it can manage and which platform limitations remain. Account access and report ownership deserve explicit evidence rather than assumptions based on familiar branding or a working shared link.
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.
Turn reading into a next step
Your action checklist
Work through these checks with your team or supplier. Tick the ones you have resolved and leave unknowns open.
Record what you know, what is still missing and the answer you need from your team or supplier.
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Further reading
These sources provide background for the topic. The practice examples and checklist are illustrative planning suggestions from Kay & Co.
Related guides
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