Add A New Ownership Type

Add ownership types to create a new mapping between workflow stages and system users you want to automatically assign to workflow related actions.

To create a new ownership type:

1. Go to Configuration > Ownership Types.

2. Click New. 

3. Enter the ownership configuration:

   • In the Name field, type name that uniquely identifies the ownership type.

   • In the Display Name field, enter the name that you want to display in ownership assignment dialog.

     For example, the display of an Entity type appears in the list on the workflow stage stakeholder owner roles tab.

   • Select the type. Entity: Assign to Entities and the Assessment, Ticket, Exception, and Incident workflows. Policy: Assign to policy packs and policy workflows.

   • Select a role to limit which users can be assigned as the ownership type. The user must have at least one of the roles.

      When no roles are selected, any user can be assigned.

4. Click OK.

The new ownership type will display in the list.