Can a data record have more than one owner?

Last Revised:       Written by Veloxity CRM    Time Estimate: About 1 minute to read. Veloxity 2.0


Data Types can have no owners, single owners, or multiple owners. Refer to the following table to understand ownership by data type:

Data Type

Owner Assignment Type
Accounts

Accounts have two options for ownership:

  • No Owner. Visible to everyone.
  • Single Owner.

Accounts are initially added to the system without an owner.

Once an owner is established for an Account Record, User/Group Role privileges apply.
Activities Multiple Owners.
Contacts No Owners. Visible to everyone.
Files Single Owner.
Leads Multiple Owners.
Opportunities Single Owner.