Who is this article for?

Users who want to configure item Ownerships to Users or Roles.

Owners Edit (+ complex) or higher permissions are required.

After creating a User or Role, you can add item Ownerships to ensure that your Employees have access to the correct items on the site. This guide will walk you through all the ways you can do that!

In this article:

1. User or Role Notebook
2. Item
3. Action Query Bulk Operation
4. Further reading

1. User or Role Notebook

To add Ownership from the Notebook:

1. Open the Go To... menu.
2. Hover over 'More'.
3. Select 'Users' or 'Roles' (under 'Accounts').
4. Click the hyperlinked name of the User or Role whose notebook you want to access.
5. Switch to the 'Ownerships' tab.
6. Click 'Item Type▼'.
7. Choose the Ownership type from the list.
   You will see a pop-up box where you can search for items of the selected type.
8. Search for the code or description of the item you want to add.
9. Tick the boxes next to all appropriate items.
10. Click 'Add Ownerships'.

2. Item

To add Ownership from the item:

1. Open the Go To... menu.
2. Hover over the module you need.
3. Select 'Search'.
4. Click the hyperlinked name of the item you want to edit.
5. Switch to the 'More...' tab.
6. Click 'Owners▼'.
7. Choose the Ownership type from the list.
   You will see a pop-up box where you can search for Owners.
8. Tick the boxes next to all appropriate Owners.
   Owners with the people icon next to them would inherit the Ownership as part of a Role they are assigned to.
9. Click 'Add Owners'.

3. Action Query Bulk Operation

To add Ownership with a Bulk Operation:

1. Open the Go To... menu.
2. Hover over 'Actions'.
3. Select 'Queries'.
4. Click 'Action Queries▼'.
5. Select 'New Query'.
   You will be asked to enter a name for your Query.
6. Click 'Save & Close'.
   You will be taken to the newly created Query.
7. Select what kind of Actions need to change Ownership using the options in the 'Filters' tab.
   For example: Actions created yesterday.
8. Switch to the 'Bulk Operations' tab.
9. Select 'Add an Owner' from the list on the left.
10. Make selections for 'User or Role' and 'Assignment'.
11. Select 'Make Assignments'.
    You will be asked to confirm your choice in the pop-up modal.
12. Click 'Update.

4. Further reading

• Setting up and managing Roles
• Setting up and managing Users
• Transferring item Ownerships between Users