How to change a record owner
Record ownership starts with whoever created the record, and can be reassigned.
Changing the owner
A record’s owner is initially set to the person who created it, but record owners can be changed. For records that can be assigned (tasks, opportunities, and projects), the record owner field gives another person access to a record without assigning it to them. To reassign many records at once, see Bulk Editing Records.
Record owners can be changed for:
- Tasks
- Leads
- Contacts
- Organizations
- Opportunities
- Projects
- Emails
- Email Templates
There are two requirements to change a record owner:
- The person updating the owner must be the current record owner or an administrator.
- The new owner must be able to read the record type that is being changed. This applies when your account is using Advanced Permissions, in which case the new owner must be assigned to a profile that allows them to read that record type.
An administrator or the current record owner can change the owner one of a few ways, depending on the record type:
- When viewing a record, click the Actions menu and select Change Record Owner.
- When reviewing a record, click the Change Record Owner icon next to the record owner’s name.
- From the list view for some record types, like contacts, select one or more records and click the Change Record Owner button.