Set Record Ownership

To set record ownership in a new or existing Blueprint, activate ownership tracking for a Business Object, set the record ownership Holds property, and set the Business Object rights based on the ownership.

1. To open the Business Object Properties window:
   1. In the CSM Administrator main window, select the Blueprints category, and then select the Create a New Blueprint task.
      Note: If working on a saved Blueprint, open the existing Blueprint.
   2. In the Object Manager, select (New Object) in the Object tree, and then select the New Business Object task from the Structure area.
      Note: If working on an existing Business Object, open the Business Object Editor for that Business Object, and then select the Bus Ob Properties button.
2. To open the Business Object Editor:
   1. In the CSM Administrator main window, select the Blueprints category, and then select the Create a New Blueprint task.
      Note: If working on a saved Blueprint, open the existing Blueprint.

      The Blueprint Editor opens, showing the Object Manager in its main pane. The Object Manager lists the existing Business Objects.

   2. In the Object Manager, select a Business Object in the Object tree, and then select the Edit Business Object task in the Structure area (or double-click a Business Object in the Object tree).
      Tip: You can also select the Edit Business Object button on the Blueprint Editor Toolbar to open the Business Object Editor.
3. To activate ownership tracking for a Business Object:
   1. Select the Track owner check box to track Business Object ownership by user.
   2. Select the Track team owner check box to track Business Object ownership by Team.
      CAUTION: Clearing either check box deletes the Owned by and Owned by ID Fields for the Track owner selection, and the Owned by Team and Owned by Team ID Fields for the Track team owner selection. Users are prompted to continue upon clearing the check boxes.
4. Set the Record Ownership Holds property.
   Tip: To simplify your setup, CSM set the ownership property on some standard Fields in your Starter database.
5. Set Business Object rights based on ownership. Business Object rights are set at the Business Object level in a Security Group in CSM Administrator (Security > Edit security group > User/Customer Security Group > Business Objects > Business Object. Rights are typically View, Add, Edit, and Delete. Rights can be set for all owners/extended owners, or they can be set differently for record owner, department member, manager of owner, Team/Workgroup member, and Team/Workgroup manager.