Record Ownership

Record ownership is an important concept in CSM because it affects security and licensing.

It affects security because ownership controls who has particular rights to a record, and it affects licensing because non-owners typically require a license to edit a record via the CSM Portal. Moreover, it differs depending on whether the record owner is a user or a customer.

The following people can be record owners:

• Primary User: A record is usually owned by a single user.
• Customer: A record might also be owned by a customer if the customer is the requestor (is assigned to the record) and has rights.
• Team: A record might also be owned by a Team it if it is explicitly assigned to the Team.
• Customer Workgroup: A record might also be owned by a Workgroup it if it is explicitly assigned to the Workgroup.

Record ownership rights can be extended to the following people:

• Department Member: Any person assigned to the same department as the record owner. Typically, this is just for a user.
• Manager of owner: Person designated as the manager of the record owner. This is for a user or customer.
• Team/Workgroup Member: Any member of the Team/Workgroup owning the record.
• Team/Workgroup Manager: Person designated as the manager of the Team/Workgroup owning the record.