Savings Owners are the people responsible for a savings initiative. They get its milestone reminders and approval updates and, if the record is restricted, are the only people (with administrators) who can change it.

Before you start

Only users who can edit the savings record can add or remove its owners. If the record is restricted, only its owners and administrators can.

Add a Savings Owner

Open the savings initiative

Go to Savings Management > Savings Initiatives and click the saving. Use Search or the filters to find it.

Open the Savings Owners tab

The tab lists the current owners. Whoever created the saving is added automatically.

Click Add Savings Owner

In Add New Saving Owner, choose one user in Select Saving Owner.

Click Save

Repeat for each extra owner.

Transfer or remove ownership

Add the new owner first

Every savings record must have at least one owner, so add the replacement before removing anyone.

Click Delete next to the owner

Confirm to remove them. If they're the only owner, you'll see Add another owner before removing this one.

💡 Tip: Give each savings initiative at least two owners. Ownership can then be handed over in one step, and someone still gets the reminders if an owner is away or leaves.

What happens next

  • Owners get milestone reminders: Savings Milestone Is Due In 7 Days and Savings Milestone Is Due In 24 Hours, by email and in-app, based on each milestone's end date.

  • Owners hear about milestone approvals: they're notified when a milestone is approved or rejected. Approval decisions on the savings record itself go only to the person who created it. See Automated Savings Notifications.

  • Owners get custom notifications: any custom notification set on the saving. See Create Custom Savings Notifications.

  • Access follows ownership: if the saving is set to Only owners can edit or Only owners can view and edit, owners keep access and others lose it. See Record Access – Restricting Individual Records.

  • History is unaffected: removing an owner doesn't change past actions or approvals.

Troubleshooting

Add Savings Owner is greyed out

You can't edit this savings record, or it's restricted and you're not one of its owners or an administrator.

I can't remove an owner

They're the only owner. Add another owner first, then remove them.

A new owner didn't get a custom notification

Custom notifications are addressed when they're created, so owners added later aren't included. Delete the notification and create it again.

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