Snippets will only show up under your My Snippets lists if they are owned by you. Plus, if your sales team makes changes or a sales rep moves to a new role or leaves the company, you may need to switch the snippet owner to another Salesloft user.
In this article, you will learn how to update a Snippet owner. This article includes:
Only admins and users with the Manage Team Snippets permissions can update a Snippet’s owner.
For a quick overview of how to update a Snippet owner, check out this video:
To change the owner of a Snippet, follow these steps:
- Navigate to the Snippets Page: Hover over the Content tab in the top navigation panel, then select Snippets. This will direct you to the Snippets page.
- Select the Snippet(s): From the Snippets page, filter & sort your list (if necessary).Check the box beside the Snippet you want to update. Additional actions will appear at the top of the table.
- Select “Update Owner”: Click the Update Owner dropdown. A menu will appear.
- Enter the New Owner: Click the New Owner dropdown, then search for or select a team member to reassign the Snippet.
- Update: Click Update.
Figure 1: Click the New Owner dropdown to choose a new Snippet owner.
- Notify the New Owner: Let them know they now have control over the snippet and any expectations for managing it.
- Communicate with the Team: Inform users of any changes to the snippet and how it should be used moving forward.