Ownership settings records people associated with the selected company, including owners, shareholders, members, and authorized contacts. It is separate from the Team invitation process.
Choose the intended company, open Settings, then Ownership, and select Add owner. Full name is required. Review Role / type, and enter optional title, email, phone, and ownership percentage only when you have the appropriate information.
Use Primary contact for this company if that reflects the person’s role. Save and review the resulting row. Do not invent an ownership percentage to fill a blank; the field is optional and should reflect supported company information.
Adding the record does not invite the person to sign in or change a legal ownership document. If they need workspace access, an administrator should separately use Team settings. If you need to update the underlying legal ownership arrangement, follow the relevant professional process. When several companies are available, verify the selected company again before editing an existing owner so information is not attached to the wrong entity.
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