Share and reassign records

Updated October 30, 2026 · Applies to Stakeholder ONE 1.3

Give other people access to an account, stakeholder or project that they can't see yet, or hand a record over to someone else. For how access works, see Records, ownership and sharing.

Prerequisites

  • To share: you own the record, and your role allows sharing. The Project Manager, Projects Admin and System Administrator roles can share.
  • To reassign: you own the record, or you're an administrator.

If you don't see Share or Reassign owner on a record, you don't have permission.

Share a record

  1. Open the record, and select Share.
  2. Choose User or Team, and then select who to share with.
  3. Under Access, choose Can view or Can edit.
  4. Select Add.
  5. Select Done.

The people you shared with can now find the record in their lists and search. Sharing with a team gives access to everyone in the team, including people who join it later.

Stop sharing

  1. Open the record, and select Share.
  2. Select Remove next to the person or team.
  3. Select Done.

Reassign a record to a new owner

When someone else takes over responsibility, make them the owner.

  1. Open the record, and select Reassign owner.
  2. In Reassign to, choose the new owner.
  3. Select Reassign.

The new owner gets full control of the record. If you no longer have access through your role or a share, the record disappears from your lists.

Next steps