Changing Ownership
All records in iEnterprise follow security based on the user profile of the Owner of the associated Account. However, Ownership can be changed or transfered from one user to another.
There are 2 ways to change ownership in iEnterprise CRM; Select another Owner and Transfer Accounts.
Transfer Account is a mass action and can only be done by the Administrator.
Selecting another owner is a per account change. Any user who has edit privileges to an account can select another owner. The security of the account and all associated records then defaults to the security of the new owner. The new owner can then make adjustments, if desired.
How to Change Ownership
1. Select Accounts from the Object Navbar.
2. Click on an account to open, then click Edit from the Action bar.
3. On the Account Owner drop-down, click Select button. Dialog box opens.
4. The User list is displayed.
5. Click on a User record. The Account Owner field is replaced.
6. Click Save or Save and Close button.
The security and access configuration of the newly selected user is now applied to this Account.