Change a record's owner

Updated October 31, 2026 · Applies to Platform ONE 1.34

Each main record shows its owner, the member of staff who looks after it. You can take a record nobody owns, or give one to a colleague. See Record ownership.

Prerequisites

  • To change the owner: be the owner, a manager or an administrator. Anyone on the staff can take an Unassigned record.

Take a record nobody owns

  1. Open the record. Its owner shows Unassigned.
  2. Next to the owner, select Take it.

Give a record to someone else

  1. Open the record, and next to the owner, select Change.
  2. Choose the new owner, or Unassigned.

The change is saved and recorded in the record's history.

Find your records

Lists of records have an owner column and an Owner filter: choose Everyone, Mine, Unassigned, or one person.

Next steps