Browse documentation
Ownership and stakeholders
Ownership records who is responsible for and interested in each part of your estate — so when something changes or breaks, you know who to tell without asking around.
It's an optional module and is off by default — switch it on under Settings → Modules.
Assigning people
With the module on, every device, server, service and site gains a Stakeholders tab. Add people with a role:
| Role | Means |
|---|---|
| Owner | Accountable for it. |
| Administrator | Looks after it day to day. |
| Stakeholder | Cares about it, without running it. |
Each entry can be set to notify on change, which is what makes the record do work rather than just sit there.
The ownership register
The ownership register, reached from Reports, is the estate-wide view — everything and who's attached to it. It's the fastest way to find what has no owner at all, which is usually the more interesting question.
Why it's worth filling in
Changes use these records to work out impacted contacts — who should be told about a piece of work, derived from the ownership of the things it affects. An unowned item contributes nobody, so a change affecting it looks less impactful than it is.
Notes & tips
- Start with owners for anything customer-facing, then widen. Complete coverage matters less than covering the things people ring you about.
- Use notify on change sparingly, or the notifications become noise people filter out.