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Riley Broach
How would you update permissions so that an Account Owner can change all related Contact Owners?
How would you update permissions so that an Account Owner can change all related Contact Owners?
Thanks for any help!
Hi, Riley
You can take references from these steps.
Give users permission to change Account ownership
DescriptionUsers can have the ability to transfer records to which they have edit access, including changing Account ownership.
ResolutionTo accomplish this the "Transfer Records" permission must be added to the users' Profile, or a Permission Set with the permission assigned to them.
Give permission to Transfer Records
Salesforce Classic
To set the permissions on a Profile:
Navigate to Setup | Administration Setup | Manage Users | Profiles
Click on Edit next to the new custom Profile you created
Check the box next to 'Transfer Records'
Click Save
To set the permissions for a Profile using the Enhanced Profile editor:
Navigate to Setup | Administration Setup | Manage Users | Profiles
Click on the name of the new custom Profile you created
Click on System Permissions
Check the box next to 'Transfer Records'
Click Save
To create a Permission Set:
Navigate to Setup | Permission set
Click the New button, enter Label and API Name, then click next
Click on System Permissions
Click on Edit
Check the box next to 'Transfer Records' then click Save
Click "Manage Assignments"
Click "Add Assignments"
Put a check next to the users who need this permission, then click Assign
Lightning Experience:
To set the permissions for a Profile:
1. Click on the Gear Icon | Select Setup | Type in "Profiles" on the Quick Find box
2. Click on Edit next to the new custom Profile you created
3. Check the box next to 'Transfer Record'
4. Click Save
To set the permissions for a Profile using the Enhanced Profile editor:
1.Click on the Gear Icon | Select Setup | Type in "Profiles" on the Quick Find box
2. Click on the name of the new custom Profile you created
3. Click on System Permissions
4. Check the box next to 'Transfer Record'
5. Click Save
To create a Permission Set
Navigate to Setup | Permission set
Click the New button, enter Label and API Name, then click next
Click on System Permissions
Click on Edit
Check the box next to 'Transfer Records' then click Save
Click "Manage Assignments"
Click "Add Assignments"
Put a check next to the users who need this permission, then click Assign
I hope it will help you.
Thank You
All Answers
Do you see any errors? Can you share a screenshot of error that you see if there is any.
Thanks,
Hi, Riley
You can take references from these steps.
Give users permission to change Account ownership
DescriptionUsers can have the ability to transfer records to which they have edit access, including changing Account ownership.
ResolutionTo accomplish this the "Transfer Records" permission must be added to the users' Profile, or a Permission Set with the permission assigned to them.
Give permission to Transfer Records
Salesforce Classic
To set the permissions on a Profile:
Navigate to Setup | Administration Setup | Manage Users | Profiles
Click on Edit next to the new custom Profile you created
Check the box next to 'Transfer Records'
Click Save
To set the permissions for a Profile using the Enhanced Profile editor:
Navigate to Setup | Administration Setup | Manage Users | Profiles
Click on the name of the new custom Profile you created
Click on System Permissions
Check the box next to 'Transfer Records'
Click Save
To create a Permission Set:
Navigate to Setup | Permission set
Click the New button, enter Label and API Name, then click next
Click on System Permissions
Click on Edit
Check the box next to 'Transfer Records' then click Save
Click "Manage Assignments"
Click "Add Assignments"
Put a check next to the users who need this permission, then click Assign
Lightning Experience:
To set the permissions for a Profile:
1. Click on the Gear Icon | Select Setup | Type in "Profiles" on the Quick Find box
2. Click on Edit next to the new custom Profile you created
3. Check the box next to 'Transfer Record'
4. Click Save
To set the permissions for a Profile using the Enhanced Profile editor:
1.Click on the Gear Icon | Select Setup | Type in "Profiles" on the Quick Find box
2. Click on the name of the new custom Profile you created
3. Click on System Permissions
4. Check the box next to 'Transfer Record'
5. Click Save
To create a Permission Set
Navigate to Setup | Permission set
Click the New button, enter Label and API Name, then click next
Click on System Permissions
Click on Edit
Check the box next to 'Transfer Records' then click Save
Click "Manage Assignments"
Click "Add Assignments"
Put a check next to the users who need this permission, then click Assign
I hope it will help you.
Thank You