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Allowing users to change account ownership

Knowledge Article Number 000005413
Description How to give users the ability to transfer records on which they have edit access
Resolution

To accomplish this you will have to create a Custom Profile for the users that you want to give the ability to Transfer Records.  This will allow them to transfer any records that they have Read Access to.

You will have to give them the permission to Transfer Records.

In Enterprise and Unlimited Edition, System Administrators can manage and create profiles for their organization. Profiles make it easier for Administrators to manage the security and access settings for a group of users by creating a single profile and assigning multiple users to that profile

To create or edit a user profile:

 

  1. Click on: Setup | Administration Setup | Manage Users | Profiles.
  2. Click the "New" button (custom profiles are based on existing profiles), click on Save and set the appropriate permissions and Page Layouts for the profile.


To set the permissions for the new Profile:
 

  1. Go to Set Up >> Administration Setup >> Manage Users >> Profiles
  2. Click on Edit next to the new custom Profile you created
  3. Put a check mark in the box next to Transfer Records
  4. Click on Save

 

To set the permissions for the new Profile using the Enhanced Profile editor: 
 

  1. Go to Set Up >> Administration Setup >> Manage Users >> Profiles
  2. Click on the name of the new custom Profile you created
  3. Click on System Permissions
  4. Put a check mark in the box next to Transfer Records
  5. Click on Save




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