Help Center

How to add a co-owner to an opportunity

If you’re a primary owner of an opportunity, you can add a co-owner to help share the work. A co-owner can edit the opportunity details and review and select applicants.

To add a co-owner:

  1. Sign into Open Opportunities.
  2. Open your opportunity—look for the Co-owner section on the right-hand side of the opportunity.
  3. Click Add co-owner.
  4. Type in the co-owner’s name or email – the co-owner must have an Open Opportunities account. If they don’t have an account, their name will not appear.
  5. Click Add.

The co-owner will receive an email that they are now a co-owner of your opportunity. You can also make a co-owner the primary owner by clicking Make primary under their name.