Difference between revisions of "Record Owners"

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===About Record Owners===
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A Record Owner is a [[User]] who ''owns'' a record in an object. Records are ''assigned'' to an owner. The owner can be the person who created the record, or has been assigned ownership by another user who has permission to transfer ownership. For example, a team member or team manager might assign a task to a user. In that case, the task is a record, and the user has ownership.  
A Record Owner is a [[User]] who ''owns'' a record in an object. Records are ''assigned'' to an owner. The owner can be the person who created the record, or has been assigned ownership by another user who has permission to transfer ownership. For example, a team member or team manager might assign a task to a user. In that case, the task is a record, and the user has ownership.  


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{{permission|
{{permission|
*Users in [[Roles]] with ''[[Change Ownership of Self Owned Records]]'' permission rights enabled can transfer ownership of records they own
*Users with ''[[Change Ownership of my Team’s Records permission]]'' can transfer ownership of team members' records}}
*Users  in [[Roles]] with ''[[Change Ownership of my Team’s Records]]'' permission rights enabled can transfer ownership of team members' records}}


'''Learn More'''
==="My Records"===
:*[[Mass Operations]] - transfer ownership of a group of records
In many areas of the platform, ([[Views]], [[Reports]] and [[Filters]], for example) a ''My Records'' option is displayed. Choosing ''My Records'' includes all records owned by you (the logged in User). As record ownership is changed, the records displayed via the ''My Records'' filter also change.
:*[[Assign Task Owner]] - assign a task to a user
:*[[Assignment Policy]] - specify who owns an Account or {{leadprospect}}, depending on its state


==About "My Records"==
{{Note|<br>When a User creates a record, their User name is displayed in the ''Created By'' field, which never changes.}}
In many areas of the platform, ([[Views]], [[Reports]] and [[Filters]], for example) a ''My Records'' option is displayed. Choosing ''My Records'' includes all records assigned to the User who is logged in (i.e., the records owned by that User). As record ownership is changed, the records displayed via the ''My Records'' filter will also change.


When a User creates a record, that User name is displayed in the ''Created By'' field, which cannot be changed.
===Owner Fields in Record Forms===
By default, the Record Owner field is displayed in the '''Basic Information''' section of a [[Form]]. Optionally, the Record Owner field can be moved to a different section, or deleted from the layout.


==Owner Fields Management==
===Change Record Ownership===
 
By default, the Record Owner field is displayed in the '''Basic Information''' section. Optionally, the Record Owner field can be moved to any section in the [[Form Layout]], or deleted from the layout.
 
==Change Record Ownership==
{{:Change Record Ownership}}
{{:Change Record Ownership}}


<!--
===About Owning Teams===
 
==About Multiple Record Ownership==
:''Learn more: [[Multiple Record Owners]]''
-->
 
==About Owning Teams==
{{:Owning Team}}
{{:Owning Team}}

Latest revision as of 08:01, 21 October 2016

About Record Owners

A Record Owner is a User who owns a record in an object. Records are assigned to an owner. The owner can be the person who created the record, or has been assigned ownership by another user who has permission to transfer ownership. For example, a team member or team manager might assign a task to a user. In that case, the task is a record, and the user has ownership.

Compare to: Record Creator

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"My Records"

In many areas of the platform, (Views, Reports and Filters, for example) a My Records option is displayed. Choosing My Records includes all records owned by you (the logged in User). As record ownership is changed, the records displayed via the My Records filter also change.

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Note:
When a User creates a record, their User name is displayed in the Created By field, which never changes.

Owner Fields in Record Forms

By default, the Record Owner field is displayed in the Basic Information section of a Form. Optionally, the Record Owner field can be moved to a different section, or deleted from the layout.

Change Record Ownership

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

About Owning Teams

Records are visible to Team Members in Views and Reports, based on their Role.

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Tip:
To allow users to view records they do not own, consider creating a Data Sharing Policy.