AgileApps Support Wiki Pre Release

Change Record Ownership

From AgileApps Support Wiki

To transfer record ownership:

  1. Visit the record to be transferred.
  2. In the sidebar, click the arrow next to the Owner.
    (Alternatively, click the Actions dropdown.)
  3. Choose the assignment option:
    • Claim - This option appears for records that are unassigned or assigned to a team. Use it to take ownership yourself.
    • Assign to User- Make another user the owner.
    • Assign to Team- Give ownership to a team. Any member of the team can then claim the record.
  4. For Cases and Tasks, you can also add a comment.
    The comment becomes part of the case record, and is included in the notification message that goes to the new owner.

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Tip: Drag the bottom right corner of the box to make a larger area to type into.

Learn more: Transfer Ownership for a Group of Records