FAQs in this section
How can I change my Vtiger username ?
What is role of a user ?
How can I change the language of my Vtiger account?
How can I get rid of the extra zeroes showing after the decimal separator?
How can set up a default module to land in the same page everytime I login?
What all languages are supported in Vtiger CRM?
How can I change my access key?
Are the changes done on an Employee record updated in the respective user?
How to suspend a user?
How to delete a user?
How many co-owners can be added to a record?
Can I hide select fields from a user?
How can I add a new license (user) in Vtiger CRM?
Can I add Single App users as co-owners of records?
Can I add Light Agent users as Co-owners?
How do I create(add) users?
How can I reactivate an inactive or suspended user?
Is it possible to change the password for all the users at the same time?
Is every employee a user?
I already have an employee record for which I want to create a user record. Is this possible?
Is there a limit on the number of users I can have in my Vtiger account?
What are the types of users in Vtiger CRM?
How do I verify email addresses of users?
Why should I verify email addresses?
Can I change the username of a user?
How do I change my password?
Can I change the password of other users?
What is the Access Key in Users/My Preferences?
Where can I find the access key for web services?
How do I change the access key for web services?
Why is there as an option to log in as another user?
Can I log in as another user?
I need to set up something in the CRM for a colleague. Can I log in to their account?
How do I import users into the CRM?
A failure occurred when I was trying to import users.
Can I export users to my local computer?
Is it possible to change a CRM account's owner?
How do I know who is my CRM account owner?
Can I transfer account ownership to any user?
I don't see the option to transfer CRM account ownership.
What does it mean to suspend a user?
How do I suspend a user?
Can I delete a user?
Why am I not able to import the Single App and Light Agent users into the CRM.
How do I change the primary email address of a user?
How do I assign a role to a user?
How do I assign a profile to a user role?
Can all users delete records?
I am unable to create Light Agent and Single App users.
What is a Standard user?
What is an Admin user?
What is a Light Agent user?
What is a Single App user?
Can I transfer related records to any user when transferring the ownership of a contact or organization?
Can I transfer ownership to any user while suspending a user?
How do I identify users with different roles?
How do I give permission to export records to a user?
How do I give the permission to import records to a user?
How can I change the username of the account owner?
Can I import users using the Import module?
Who is a user?
Can I import Single App users in the Sales Enterprise edition?

Can multiple users own a record?

Yes, they can. This is possible when you add co-owners to the record with the help of the Co-owners field. 

Follow these steps to add the co-owners field to a module:
  1. Click the User Menu on the top right corner of the screen.
  2. Click the Settings button.
    • You will land on the Settings page.
  3. Go to the Module Management section.
  4. Select Module Layouts & Fields.
  5. Click the Detail View Layout tab.
  6. Select the module in which you want to add co-owners from the Select Module drop-down.
  7. Click the +Add Custom Field button.
  8. Select Field Type as Co-owner. 
  9. Click Save.
Note: You can add fields to a module only if you an Admin user.

Follow these steps to add co-owners to a record:
  1. Click the Main Menu.
  2. Go to the module where you added the Co-owner field.
  3. Open a record in the module.
  4. Click the Deep Dive button on the Summary View.
  5. Look for the Co-owner field.
  6. Click inside the text area and select the users that you want to add as co-owners of the record.
  7. Click Save.
Home Privacy Policy Terms of Service Security Center Policy & Legal Center Contact Us
© Copyright 2021 Vtiger. All rights reserved.
Powered by Vtiger
Facebook Twitter Linkedin Youtube