Ownership is granted to the User that creates an entity. When an entity is created, its Owner field is populated with a reference to the creator user.
Permissions of Owners
Owners can always edit and delete their own entities, even when their role does not have permissions to modify entities of this type.
Owner should be a Portfolio (Project) Member in order to get access to his or her entities in the Portfolio (Project).
More information: Permissions for Access to Work Items.
Owners of Portfolios (Projects) can:
- Change all details of the Project entity
- Manage the list of People assigned to the Project: assign and unassign users, change their roles
- Manage the list of Teams assigned to the Project: assign and unassign teams
The user in the Owner field can be changed. Administrators can always change owners of entities.
To change Owner for an entity, open its detailed view. In Info panel, select a new user in the dropdown in Owner field.
Batch action for change Owner field is also there. On board views with Owner selected as a lane it is possible to change Owner for your cards with drag and drop action. It is the only supported method to change Owner for multiple entities while Owner option is missing in Batch Actions panel.
Starting from v3.11.5+ it is now possible to edit Owner when it is displayed as a column in Lists.
Owners and Notifications
Owner is one of the options for email notifications. By selecting the Owner checkbox, the owner of the entity will receive a notification triggered by a selected event.
It is possible to configure scripts for automatic subscription of Owners as Followers.
Owners on Cards
Owners are displayed on cards with the crown icon on their profile picture. Use the Customize Cards feature to add Owner units to cards in your view.
Units with the full name of entity owner can be enabled within Custom Unit Owner Full Name Mashup.
Owner as a Lane
Available in Targetprocess v3.9.3+
We’ve added the possibility to include an Owner lane when setting up a view. This means you can now build views that group entities by the person who created them.
Drag and drop on board views is the only supported method to change the Owner of a Team.
Owners in lanes are filtered by the portfolios (projects) and teams currently selected.
|Any||?Owner is Me||entities owned by you|
|Any||?Owner is 'Dubakov'||entities owned by user with last name Dubakov|
|Any||?Owner.Name is 'Michael'||entities owned by user with first name Michael|
Time entities do not have an Owner field. Use the User field instead.
It is also possible to filter entities by assigned user: Filters for personal Assignments.
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