Changing a Card Owner

Intro

When you create a card, you are automatically assigned as the owner. You can change the owner, add multiple owners, or add a group as the owner of a card.

Video - Adding or Removing Card Owners

Changing Card Owners

Follow the steps below to change the owner of a card:

1. Open the card to view its Details. 

2. Locate the card's current owner. Select change. 

The Manage Ownership modal displays.

3. In the Add Owners field, search for a user or group.
4. (Optional) Write a message to the new owner(s) in the message box.

5. (Optional) Select the Send email notifications box if you'd like the new owner(s) to be alerted of their new card ownership. 

6. Select Add.

The new owners have been assigned to the card. 

Changing the Owner of Multiple Cards

There may be times when you want to change the owner of multiple cards at once. For example, a user who owns a number of cards may leave the company and you need to transfer ownership of their cards to other users. 

Follow the steps below to change the owner of multiple cards: 

1. In the navigation header, select More > Admin.

2. In the Content menu, select Cards. 

A list of all cards in your company's instance displays. 

3. Check the boxes of the cards you want to change ownership of. 

You can use the column filters by selecting the   menu in any of the columns. You can also Select All or Deselect All cards. 

4. Select Edit > Add card owners.

The Add owners on cards dialog displays.

5. In the dialog, search the names of the new users or groups to add as owners in the Search users and groups field.

6. (Optional) Check the Send email box if you'd like new owner(s) to be alerted of their new card ownership.

7. Select Add Owners.

The selected cards are updated with new owners. 

Removing a Card Owner

When a card's owner is removed and not replaced with another owner, the card is orphaned. These cards can be accessed by anyone in your organization, but can only be updated by those with Editor or Admin privileges. 

Follow the steps below to remove a card's owner: 

1. In the navigation header, select More > Admin.

2. In the Content menu, select Cards. 

A list of all cards in your company's instance displays. 

3. Check the boxes of the cards you want to remove ownership of. 

You can use the column filters by selecting the   menu in any of the columns. You can also Select All or Deselect All cards. 

4. Select Edit > Remove card owners.

The Remove owners on cards dialog displays.

5. Type the name of the user or group you'd like to remove as owner(s). 

6. Select Remove Owners. 

The previous owners have been removed.