How do I update the creator/owner of a record?

Updating the Record Creator

When a user first creates a record via a register, they will automatically be assigned as the Record Creator. However, there may be times when this needs to be reassigned to another user.

Updating the Record Creator is particularly useful for those users with the 'Data Champion' permission, as they can only view records within the registers of which they are the owner.

To update the owner/creator of a record:

  • Navigate to Privacy > Registers and open the relevant register.
  • Next, click the 'Edit' button beside the record that you wish to update.
  • On the 'General' tab, locate the 'Record Creator' field.
  • Remove the current email address by clicking the 'X' button.
  • Enter the email address of the new owner, remembering to click the '+' button to the right of the email.
  • Save the record.

Once saved, the ownership of the record will be reassigned.

Those users with the 'Data Champion' permission will now be able to view this record in their Register View.

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