Changing Rule Ownership

Created by Ivy Thompson, Modified on Tue, 10 Mar at 4:02 PM by Ivy Thompson

Rule ownership determines which user is responsible for managing a specific Allocation Rule.

Admin: Full Access

Super User: Edit Only

Basic User: View Only


  1. Navigate to the Admin dashboard.

  2. Select Allocation Rules.

  3. Find the rule you want to update.

  4. Click the three-dot action menu beside the rule.

  5. Select Change Owner.

  6. Search for the new user in the dropdown list.

  7. Select the user.

  8. Click Save to apply the new ownership.


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