# Start here: Owner

Arrange current Accounts access, site setup, records export and the people needed for independent decisions.

Source: https://help.smartfact.ai/manuals/automation/owner

Review edition: 25 October 2026

Roles: owner

Owners manage access and site setup. Authoring and review each require their own working role. An owner-only account can inspect the requirement information offered to it and export real-site records, but it does not receive native authoring or approval authority automatically.

## Arrange responsibility and access

Set up the correct organisation and site through Accounts and the site's setup flow. Give Authors, Reviewers and operational readers their intended grants. Automation checks current identity, organisation, site assignment and effective Accounts roles when protected actions run.

Arrange enough eligible people for independent review. A person who contributed to a draft or its expectations cannot become independent merely by also holding Reviewer. Source products can impose their own contributor and release requirements as well.

## Distinguish site readiness from release readiness

A product connection being present does not establish that every action is qualified or currently available. The native workspace names enabled targets and the source product retains its own allowed actions, current revision and recovery authority.

An Owner's administrative task should not replace an Author's exact proposal or a Reviewer's decision. Ask those roles to retain source basis, independent examples and release reasons. Production continues locally under approved product rules; it does not require a model to decide each operational event.

## Preserve records and practice boundaries

At the real site, use Download site records to retain requirements, revisions, reviews and delivery evidence. A recent security check is required. Store the archive privately and preserve product-owned operational evidence separately.

The practice workspace uses separate sample product sites, but current Author and Reviewer grants still apply. Opening it does not give every role to an Owner. Check the visible workspace and source realm before any prepared action.

Use Service health and the permitted diagnostic workflow for operational problems. Follow [Keep records and practise safely](/manuals/automation/records-and-practice). Reopening administrative access or obtaining a fresh sign-in does not clear an individual native recovery hold or provide proof that a release was activated.