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Introduction

Suppose that you created a record on behalf of someone else; you would automatically be made the owner. To give the other person access, you need to change the ownership. In doing this, you will remain the creator.

This guide will take you through the basics of altering the ownership of a record.

How do you change Ownership?

  • Search for and open the record you wish to change.
  • Click on the assign button (icon of a person with and arrow).
  • Choose ‘assign to a different user’.
  • Search for the person.
  • Click on ‘ok’ to confirm.

Note: you can only assign to a single person or team. If you wish to assign the record to a team, you will need to make a request via the Service Desk for the team to be created.

Want to find out more?

Find out more about altering record ownerships with our useful guides.

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