Difference between revisions of "Record Owners"
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{{permission| | {{permission| | ||
*Users | *Users with ''[[Change Ownership of Self Owned Records]]'' permission can transfer ownership of records they own | ||
*Users | *Users with ''[[Change Ownership of my Team’s Records]]'' permission can transfer ownership of team members' records}} | ||
'''Learn More''' | '''Learn More''' | ||
:*[[Mass Operations]] - transfer ownership of a group of records | :*[[Mass Operations]] - transfer ownership of a group of records | ||
:*[[Assign Task Owner]] - assign a task to a user | :*[[Assign Task Owner]] - assign a task to a user | ||
:*[[Assignment Policy]] - | :*[[Assignment Policy]] - specify who owns an Account or {{leadprospect}}, depending on its state | ||
==About "My Records"== | ==About "My Records"== | ||
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==Owner Fields Management== | ==Owner Fields Management== | ||
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]], or deleted from the layout. | |||
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 | |||
==Change Record Ownership== | ==Change Record Ownership== | ||
{{:Change Record Ownership}} | {{:Change Record Ownership}} | ||
==About Owning Teams== | ==About Owning Teams== | ||
{{:Owning Team}} | {{:Owning Team}} | ||
Latest revision as of 20:57, 16 October 2012
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
- Users with Change Ownership of Self Owned Records permission can transfer ownership of records they own
- Users with Change Ownership of my Team’s Records permission can transfer ownership of team members' records
Learn More
- Mass Operations - transfer ownership of a group of records
- Assign Task Owner - assign a task to a user
- Assignment Policy - specify who owns an Account or Prospect, depending on its state
About "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 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 Management
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, or deleted from the layout.
Change Record Ownership
{Select Object} > {Select Record} > Owner field: [Change]
When ownership is transferred, the new Record Owner will own:
- all open activities (tasks and events) for this resource that are assigned to the current owner
- all notes and attachments for this resource that are assigned to the current owner
- Completed activities will not be transferred.
About Owning Teams
Records are visible to Team Members in Views and Reports, based on their Role.
- Tip
To allow users to view records they do not own, consider creating a Data Sharing Policy.