I added a new user, they verified their email and can log in — but I still can't assign them as the owner of a record. Why not?

The most likely cause is a missing role assignment. Both your account and the new user's account need to share at least one common role before you can assign that user as an owner.

How to fix it

  1. Create a new role — for example, "Marketing".
  2. Assign that role to both your user account and the new user's account.
  3. Make sure your account has the Administrator profile, which is required to manage users.
  4. Log out and then log back in.

After completing these steps, you'll be able to assign the new user as the owner of a data record.

Roles let you build complex hierarchical permission structures. You can read more in the Entitlements and Permissions article.