Change Permission and Ownership of Accounts

You can change the Read, Write, Append, and Delete status of an account. By default, unless changed by an administrator, only the creator of the account has full access to it; all other have Read-only access. The creator can change the kind of access others have by changing the permissions.

To change the Permission of an account:

• Double-click on the account for which you want to change the permission.
• Click Change Permissions under the Ownership section of the Account Summary screen to edit the permissions associated with the account.

  

• In the screen that pops up, you can see the access that various users have, and you can change the access by clicking the icon to the left of the user name.

  

• Check the appropriate boxes based on the permissions needed and click Save when finished.

  

• To see the users for a user-defined role, click the icon next to the role you want to view.

  

• You will be able to see the Role information.

  

You can change ownership of an account in the Ownership section on the Accounts summary screen.

To change the Ownership of an account:

• Double-click on the account from the main Account List.
• Click Re-Assign under the Ownership section of the Account Summary screen.

  

• Select a user to Assign Ownership To from the drop-down list and, if you want to send the user an email notification, check the box.

  

• ClickSave when finished.