How to change a Document Owner

Leo Comia Updated by Leo Comia

Permissions Required: Prompt Admin or User Admin

Step 1 – Remove Current Document Owner Permissions

  1. Navigate to Admin → User Permissions.
  2. Locate and select the current Document Owner by clicking on their name or Edit.
  3. In the next window:
  • If you want to keep other permissions for the user: Toggle Document Owner OFF.
  • If you want to remove all permissions, click Delete. This will revoke all permissions and remove the user from the list.

Step 2 – Add a New Document Owner

  1. Click Add Users.
  2. In the new window, search for the desired user using the search bar or browse through the user list.
  3. Click on the user’s name to open their permission settings.
  4. Toggle Document Owner ON.
  5. Click Submit to confirm changes.

 

Only one Document Owner is allowed per department. If the Document Owner toggle is grayed out, it means there is still an existing owner in the same location.

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