Taking Ownership of an Account     

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Taking Ownership of an Account
If your system administrator has enabled this functionality, you may take ownership of an account from the account manager screen.  You can only take ownership of accounts that are currently un-owned.

If the account is currently owned by a user, the users id will display in the "Owner" box.  If you click in the "Owner" box the drop down will display further details on the owner of the account.


Located on the Account Manager Screen

If the account currently is not owned by anyone the "Owner" box will be blank and if the Take Ownership functionality is enabled the button to the right of this box will be activated (See image above).

Take ownership of this account by clicking on the button.  Your id will now display in the "Owner" box.

 

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Ascent User Training Guide