Ownership

Ownership is a concept used throughout the administrative control panel to determine which employees can view, edit, and delete items. In the context of administrators, ownership doesn't matter, since administrators can do whatever they wish throughout the control panel.

Ownership is split into two concepts:

  • Public vs Private item
  • Owner of the item

The owner of the item is the primary manager on the item. For example, if employee "johndoe" owns a contact, he/she has full management functionality with that contact. Other employees can only alter the contact if the contact is a public contact. In other words, only the owner of an item can edit a private item.

Ownership can be set in a variety of ways. Most commonly, the user who creates an item is the owner. However for items like members, accounts, and contacts, the owner is the employee to whom the item is assigned.

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Published on 2013/07/11.
Last updated on 2013/07/25.

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