> ## Documentation Index > Fetch the complete documentation index at: https://docs.ycloud.com/llms.txt > Use this file to discover all available pages before exploring further. # Owner Assignment Settings (Agent/Sales Assignment) ## What is a Contact Owner? A **Contact Owner** is the team member responsible for a contact. Each contact can have one Owner, identified by the team member's email address. This relationship helps your business establish clear customer ownership for sales attribution, follow-up, and customer service. ### Use the Owner for conversation assignment After assigning Owners to contacts, you can configure Inbox conversation-assignment rules to automatically route an incoming conversation to the contact's corresponding Owner. This helps returning customers reach the team member who is already responsible for them. ### Use the Owner for data access control Contact ownership can also control which customer data a team member can access. If a role is configured to **manage owned data only** in Contact permissions, a member with that role can view and manage only contacts whose Owner is that member. Assign Contact Owners consistently before enabling owner-based conversation routing or owner-based data permissions. ## How to Set Up Owner? ### Method 1: Editing in Contact Open the contact in **Contact**, then click **Edit**. Contact information drawer for a fictional contact with the Edit button visible. Find the Owner setting item and set the Owner. Enter the Owner's email address or select an existing Inbox agent, then click **Submit**. Full contact editor with the Owner email field and Submit button. ### Method 2: Setting Owner in Inbox After logging into Inbox, expand the user information bar. Click Owner, select the desired Owner to transfer, and the transfer is completed instantly. Full Inbox workspace with a fictional contact and the Owner field in Details > More info. ### Method 3: Bulk Import of Customer Information with Owner Open **Contact**, select **New contacts**, then select **Upload a file**. Contact list with the Add contacts dialog and Upload a file option. Select **Download Template**. Full Add contacts from CSV page showing Download Template. Edit the template. Save and upload to YCloud. Add an **Owner** column containing the owner's email address. For example: ```csv theme={"theme":{"light":"github-light","dark":"github-dark"}} Phone number,Remark name,Owner,Tag +14155550107,Jamie - Docs Demo,alex@example.com,DocsDemo-Follow-up +14155550108,Taylor - Docs Demo,alex@example.com,DocsDemo-Follow-up ``` Replace these fictional values with your contact data and the responsible team member's email address. After uploading, confirm that the mapped fields are correct, then select **Next**. Import mapping for Owner, Phone number, Remark name, and Tag using fictional example values. Review the number of valid, invalid, and duplicate records, then select **Next** to import. Full import confirmation page showing two valid contacts and no invalid or duplicate records. Check the import result and select **Finish**. Import completed with two successfully imported fictional contacts and zero failures. ### Method 4: API Upload API Documentation: * Click to view [Update User Data Interface](/api-reference/contacts/update-a-contact) * Click to view [Add User Data Interface](/api-reference/contacts/create-a-contact) Use the optional `ownerEmail` field to specify the contact owner's email address: ```json theme={"theme":{"light":"github-light","dark":"github-dark"}} { "ownerEmail": "alex@example.com" } ``` This documentation is built and hosted on [Mintlify](https://mintlify.com), a developer documentation platform.