How do I Change the Assigned Owner on a Policy?


When creating a new policy, the user who creates the new draft is assigned as the Owner by default. 

If the assigned owner is not the original creator or if the Owner would need to change for any reason, this can be modified under the Properties menu.

A few quick items to note:

Change Assigned Owner (00:50)



Change Assigned Owner

Open the Draft version of a policy by:

  1. Clicking the Edit button from the blue bar of an Active or Pending version.

  2. Clicking Edit from the list of available Draft policies.

  1. Select the Properties menu from the Draft version view.

  2. Within the Owner box, enter the name of the new owner.

  3. Provide a Summary of the Changes (1) and Start (or restart) the Approval process (2).


This article applies to the following user roles:

owner.png approver.png aeditor.png amanager.png siteAdmin.png

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