- Using SafetyCulture
- Templates (managing)
- Reassign document ownership
Reassign document ownership
Learn how to reassign the ownership of your templates and inspections via the web app.
What is document ownership?
Whenever a SafetyCulture user creates a template or inspection, that user becomes the document owner. By default, the owner has full access to a template or inspection. In relation to ownership, we understand that organization structures can constantly shift and that from time to time, documents may also need to be reassigned when changes occur.
What's an owner?
An owner is typically the user who created the specified document, although it's also possible to become a document owner when ownership has been reassigned, as outlined below.
What's an author?
An author is the user who has last modified the specified inspection.
What you'll need
Document ownership over the template or inspection
Document ownership can only be reassigned by the current owner. If you have "Platform management: Users" permission, you can remove the current owner from your organization and reassign the user’s templates and inspections to someone else.
Reassign template ownership
Select Templates from the menu on the left-hand side.
You can filter the list to show templates that you own by clicking
Add filter next to the search field, then selecting Owned by, checking the box on the left-hand side of your name, and clicking Done.Click the template and select Manage access in the side panel.
In the access builder, click Edit rules on the bottom of the page.
Click Template owner at the top of the "Access level" column.
In the side panel, click your username, then search and select the user you want to reassign ownership to.
Click Done.
Click Save and apply. This notifies the new owner of the reassignment via email and gives your account "Conduct, edit, delete" access.
Reassign inspection ownership
Select Inspections from the menu on the left-hand side.
You can filter the list to show inspections that you own by clicking
Add filter next to the search field, then selecting Access and checking the "Owned by me". Then, click Done.Click the inspection and select
Share in the inspection details panel.In the pop-up window, click Inspection owner and select Change owner from the dropdown menu.
In the pop-up window, click your username, then search and select the user you want to reassign ownership to.
Click Make owner. This notifies the new owner of the reassignment via email and gives your account "View, edit, delete" access.
You can only reassign templates or inspections to users in the same organization as you.
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