Assign or share rows

When you create a row, you are the owner of the row. If you would like another person in your organization to take ownership of the row, then you can assign the row to that person. You can assign a row to a user or team. You can also assign a row to yourself that another user owns but you need to have system administrator privilege to do this.

If you want to keep ownership of the row but let someone else work on it with you, then use the Share option to share the row.

For more information on how privileges and access works, see How access to a row is determined.

Assign a row to a user or team

  1. From a list of rows, select the row that you want to assign to someone else. You can select multiple rows.

    Select row that you want to reassign

  2. On the command bar, select Assign.

    Select assign a row

  3. In the assign dialog box, select the Assign to column, and choose one of the following options:

    • Select Me to assign the row to yourself and them select Assign. Remember only a system administrator can assign a row that belongs to someone else to themself.

      Select Me to assign the row to yourself

    • Select User or Team and then enter the name of the user or team or use the lookup to find them. Or, select New Row to create a new user or team row. When you're done select Assign.

      Use the lookup to reassign a row

Use advanced find to reassign rows

Use advanced find to search for rows and then reassign them to someone else. For more information on advanced find, see Create, edit, or save an Advanced Find search.

  1. On the command bar, select Advanced Find.

    Advanced find

  2. Use the advanced find search to find rows that you want to assign to someone else. For example, to look for active row types that are Challenges, in Look for: enter Challenges and status equals Active. Then select Results to run the query.

    Enter search query

  3. Select the rows that you want to assign and then select Assign (page name)

    Reassign the selected rows

  4. In the assign dialog box, select the Assign to column and choose one of the following options:

    • Select Me to assign the row to yourself and them select Assign. Remember only a system administrator can assign a row that belongs to someone else to themself.

    • Select User or Team and then enter the name of the user or team or use the lookup to find them. Or, select New Row to create a new user or team row. When you're done select Assign.

      Reassign the row

Reassign all rows (for admins)

When you have a user that leaves your organization or ownership needs to change from one user to another the rows can be reassigned by an administrator.

  1. Go to Settings > Advanced Settings.

    Go to settings and advanced settings

  2. From the top menu navigate from Settings > Security.

    Navigate to security

  3. Under Security select Users.

  4. From the list of users, select a user name to open the user's profile.

  5. On the command bar, select REASSIGN ROWS.

    Reassign all rows

  6. On the Reassign Rows dialog box choose how to want to reassign all the rows and then select OK.

    Reassign all rows to user or team

Note

  • The Reassign Rows option will reassign all rows regardless of their status. Inactive and active rows will be reassigned to the other user or team. This will also deactivate all activated processes including business rules and workflows when the row is reassigned to another user or team. The new owner must activate the processes that was deactivated when the row is reassigned.
  • When there is a large amount rows to reassign, the system may take a while to process.
  • If there is an issue during the reassignment process such as the user that the rows are being reassigned to doesn't have the required privileges then the Reassign Rows process will stop. The rows that are processed before the issue will be updated and saved. For the rows that were not saved, you will need reassign the rows again using the Reassign Rows option.

Share a row with someone else

If you want to keep ownership of a row but let someone else work on the row with you then use the share option.

  1. From a list of rows, select the row that you want to assign to someone else. You can select multiple rows.

    Select row that you want to reassign

  2. On the command bar, select Share.

    Select share to share row

  3. On the share dialog box, select Add User/Team.

    Select add user or team

  4. On the Look up Rows dialog box, select the Look for menu and choose User or Team.

    Choose user or team from the drop down menu

  5. Use the lookup to find the user or team and select the name and then choose Select.

    Select the user name and then choose select

  6. Select Add.

    Select add

  7. On the share dialog box, select the type of permissions the user or team has for the row. When you're done, select Share

    Select the type of permissions