User Guide | 2019.2

Changing a saved list window tab owner

You can change the owner of a saved list window tab to let another user manage it. For example, if the current tab owner is inactive or no longer works with your team, you can change the owner to another team member who can use or modify the tab.

1. Choose Tabs > Manage Saved Tabs.

The Saved Tabs dialog box opens. The available options depend on your security permissions.

2. Select a Show option to limit the tabs displayed.

You can see tabs you own, tabs shared with you, all saved tabs, tabs owned by inactive users, and tabs set as defaults for security groups.

3. Select a List window type to limit the tabs displayed by item type.

To view tabs for all lists based on the selected Show option, select <All>.

Tip:  You can also search for tabs by name.

4. Select the tab to change the owner for and click Set Owner.

The Set Saved Tab Owner dialog box opens.

5. Select the Owner. To search for a user, click the Find User button. See Searching for users and customers in fields.

6. Click Save.

The tab owner changes. The new owner can update the tab from the corresponding list window and work with it in the Saved Tabs dialog box. See Updating saved list window tabs and Managing saved list window tabs.