Process Automation and Digital Services accounts created after May 20, 2022, will have the Owner role as one of the default roles on their account. Any accounts that existed before that date can create an Owner role using the following parameters. You will also want to adjust the permissions on any existing roles in order to ensure that the Owner role is the only one that has access to the Retention Policies, Roles, and Team Member permissions.
Instructions
Navigate to the Workspace menu and click Settings
Select Roles
Select Add Role (+ icon) in the bottom-right corner
In the Name field, type "Owner"
Add a Description for the role, we recommend "Allow user to manage entire account"
Set all of the permissions to Manager
Click Save
Assign any applicable team members to the new Owner role
Note:
You will not be able to edit your own role. You will need to have another Administrator assign you the Owner role or you can contact Support to have them update it for you before proceeding to step 8.
After you have successfully assigned the Owner role to the necessary team members, navigate back to the Roles tab and click Edit on the role that previously had the highest level of permissions (typically the Administrator role)
Scroll down to the Administration section and change the Retention Policies, Team Members, and Roles permissions to be Read Only
Note:
You can choose to configure these permissions however you'd like, but we recommend only allowing the Owner role to have access to Retention Policies and Roles.
Edit the Description to reflect the change in permissions
Click Save