Assign owners and approvers to a journey configuration

  • Freigeben Version: Australia
  • Aktualisiert 12. März 2026
  • 1 Minute Lesedauer

    • In Journey designer version 2, administrators assign the initial owners and approvers to a plan configuration.

    Vorbereitungen

    Role required: admin

    Warum und wann dieser Vorgang ausgeführt wird

    Co-owners have the same capabilities as owners.
    Hinweis:
    Approvers are optional. If no approver is selected, the approval process isn’t required.

    Prozedur

    1. Navigate to All > Journey designer > Administration > Manage Plan Configurations.
    2. Open a Plan Configuration to assign an owner and approver.
      Double-click the Plan Configuration to open it.
    3. Select the Plan Config Owners and Approvers tab.
    4. Select New
    5. Select the search icon for the Owner field.
    6. Start typing the name of the owner to search the list of users.

      You can click in the Owner field to view a list of recent selections.

      Co-owners and Approvers fields are available only after you select an Owner.

    7. Select the lock icon next to the Co-owners field.
    8. Select a co-owner.
    9. Select the lock icon next to the Approvers field.
    10. Select Submit.