How to assign account owners

An account owner is the rep responsible for an organization, company-wide. Ownership drives coverage tracking and who can publish an account’s Brief. Manager task.

Steps

1. Open your profile menu at the bottom of the left sidebar and go to Settings, then the Team tab.
2. Find the team member you want to assign accounts to and open the Assign target accounts action on their row.
3. In the panel, use the Search companies box to find accounts.
4. Check each account to make that rep its owner. Accounts already owned by someone else are shown but locked, so ownership never changes hands by accident.
5. Click Assign (the button shows how many you’ve selected). A confirmation tells you how many were assigned or removed.

Good to know

You assign one rep at a time, and can give a single rep many accounts at once. To set ownership on a single account instead, use the Account Owner field when you add or edit an organization. More in Team & availability.