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Record Ownership

Record ownership is an important concept in CSM because it affects security and licensing: security because ownership controls who has particular rights to a record and licensing because non-owners typically require a license to edit a record via the Portal. What's more, it differs depending on whether the record owner is a User or a Customer.

The following people can be record owners:

Record ownership rights can be extended to the following people:

To make use of record ownership:

  1. Open the Business Object Properties window:
    1. In the CSM Administrator main window, click the Blueprints category, and then click the Create a New Blueprint task.

      Note: If working on a saved Blueprint, open the existing Blueprint.

    2. In the Object Manager, click (New Object) in the Object tree, and then click the New Business Object task from the Structure area.

      Note: If working on an existing Business Object, open the Business Object Editor for that Business Object, and then click the Bus Ob Properties button.

      The Business Object Properties window opens.

      Business Object Properties Window (General)

  2. To activate ownership tracking for a Business Object:
  3. Set the Record Ownership Holds property.

    Note: To simplify your setup, CSM set the ownership property on some standard Fields in your Starter database.

  4. Set Business Object rights based on ownership: Business Object rights are set at the Business Object level in a Security Group (CSM Administrator>Security>Edit security group>"User/Customer Security Group">Business Objects tab>Business Object). Rights are typically View, Add, Edit, and Delete. Rights can be set for all owners/extended owners, or they can be set differently for record owner, department member, manager of owner, Team/Workgroup member, and Team/Workgroup manager.

    Security Group Manage rBusiness Objects Tab

In This Section

Record Ownership Holds Property

Set a Record Ownership Holds Property

Set a Record Ownership Holds Property Example

See Also

Security Considerations

Differences Between Users and Customers