What Is Record Ownership?

Record ownership in HARi has two halves, and they are easy to mix up. The team that holds the record decides who can see and change it. The Owner named on the record is the person responsible for follow-up. Changing Owner does not change who can open the row.

Why the person still matters

Without a named person, work stalls:

• Two salespeople call the same lead
• Nobody follows up because everyone assumes someone else will
• A manager cannot see who is on the hook for a stuck deal

Harvard Business Review found firms that contacted a new lead within an hour were nearly 7 times as likely to qualify it as those that waited even an hour longer (Harvard Business Review, “The Short Life of Online Sales Leads”, 2011). Owner is that name.

Why the team is the lock

If “ownership” meant “only the owner can see it,” a holiday would freeze the pipeline, and a manager would need a share on every row. HARi does not do that. Access is team membership:

• Records their teams own
• All records in their business unit
• Every record in the organisation

A private record is simply a record held by someone’s personal team. Teammates lose it; unit-wide viewers and administrators do not. See private records and who can see what.

Jerome Saltzer’s least-privilege line still applies: “Every program and every privileged user of the system should operate using the least amount of privilege necessary to complete the job” (Communications of the ACM, 1974). Put the record on the smallest team that needs it.

How HARi CRM handles it

• New records take your default working team unless you pick another.
• Change team moves the record (needs the Reassign right).
• Make private moves it to your personal team.
• Reassign / Claim change the Owner person only.
• Who can see this? names the people the team and roles actually reach.

Learn more: Teams and roles · Set up role permissions · Auto-assign leads