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david_okel
david_okel
New Participant
Apr 8, 2013 9:40 AM UTC
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Dashboard Ownership Changes

I would like to see the ability to transfer dashboard management to other users. With turnover inevitable, it is alarming that once a user leaves we have to recreate an entire dashboard in order to make changes. This becomes even more problematic and time consuming when those dashboards are being sent to large groups on a daily basis.

    4 replies

    JoeBl2
    Level 4
    Aug 3, 2017 7:47 AM UTC

    You can already do this. Just go to User Management find the login and click transfer then select all the items you want to transfer and who to.

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    Urs_Boller
    Urs_Boller
    New Participant
    Aug 2, 2017 4:50 PM UTC

    this might be already solved - see here:

    How do I transfer someone's Dashboard/scheduled report when he/she left the organization?

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    Urs_Boller
    Urs_Boller
    New Participant
    Aug 2, 2017 4:29 PM UTC

    just a few ideas for you

    a) create and share dashboards from a team user (create a new user which is maintained by admins and it figures as sender/sharer of reports)

    b) as an admin, you habe the option to "show all" reports and schedules in the lists. this way you can change workspaces/schedules without the need of login with another user ...

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    katyn15
    katyn15
    Level 3
    Apr 9, 2013 12:28 PM UTC

    Or the ability to edit dashboards jointly.

     

    It's annoying to log into others' accounts to edit dashboards I've set up for them.

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