How to change a record owner

This article is part of the Security & Permissions Guide

A record owner is initially set to the person who created the record, but record owners can be changed. For records that can be assigned (tasks, opportunities, and projects), the record owner field gives another person access to a record without assigning it to them.

Record owners can be changed for:

  • Tasks
  • Leads 
  • Contacts 
  • Organizations 
  • Opportunities 
  • Projects 
  • Emails 
  • Email Templates

There are two requirements to change a record owner:

  1. The person updating the owner must be the current record owner or an administrator.
  2. The new owner must be able to read the record type that is being changed. This applies when your account is using Advanced Permissions, in which case the new owner must be assigned to a profile that allows them to read that record type. 

An administrator or the current record owner can change the owner one or two ways, depending on the record type:

  • When viewing a record, click the Actions menu and select Change Record Owner.
  • From the list view for some record types, like contacts, select one or more records and click the Change Record Owner button.

This article is part of the Security & Permissions Guide

A record owner is initially set to the person who created the record, but record owners can be changed. For records that can be assigned (tasks, opportunities, and projects), the record owner field gives another person access to a record without assigning it to them.

2017_Contact_Owner.png

Record owners can be changed for:

  • Tasks
  • Leads 
  • Contacts 
  • Organizations 
  • Opportunities 
  • Projects 
  • Emails 
  • Email Templates

There are two requirements to change a record owner:

  1. The person updating the owner must be the current record owner or an administrator.
  2. The new owner must be able to read the record type that is being changed. This applies when your account is using Advanced Permissions, in which case the new owner must be assigned to a profile that allows them to read that record type. 

An administrator or the current record owner can change the owner one or three ways, depending on the record type:

  • When viewing a record, click the Actions menu and select Change Record Owner.

    2017_Change_Contact_Owner.png

  • When reviewing a record, click the Change Record Owner icon next to the record owner's name. 

 2017_Change_Owner_Icon.png

  • From the list view for some record types, like contacts, select one or more records and click the Change Record Owner button.

    2017_Change_Contact_Owner_List_View.png

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