How do I transfer someone's Dashboard/scheduled report when he/she left the organization? | Community
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kevin_chen
New Participant
Oct 16, 2015 2:29 AM UTC

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

I have a co-work just life for a better opportunity. His account has a lot of customized dashboard and scheduled reports. Is there quicker way I can transfer all of them to my account?

 

Thanks!

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    9 replies

    ashokkumarm
    ashokkumarm
    Level 4
    Jul 19, 2019 2:26 PM UTC

    Hi Kevin,

    In Adobe Analytics, there is a option to share your Assets to someone by "Transfer Assets" option.

    Transfer user account items

    I have shared the link, which clearly explain how to transfer your Assets.

    Regards

    Ashok

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      Analityka
      New Participant
      Apr 13, 2023 3:39 PM UTC

      Hi,

       

      yes, it clearly explain but this method clearly doesn't work. Any idea why? Day after I don't see any segments nor reports on the new account.

       

      Best,

      Robert

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      Nikhil_Bisne
      Level 8
      Oct 16, 2015 2:29 AM UTC

      Hi Kevin,

       

      Are you referring to Adobe Analytics ?

       

      Thanks

      Nikhil

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      lhemenway-IUBVl
      lhemenway-IUBVl
      New Participant
      Aug 2, 2017 1:07 PM UTC

      Hi,

      I am wondering the same. We are transferring responsibilities of Dashboards (and possibly workspaces) within the company. The ability to transfer edit/share abilities in Adobe Analytics...is this possible?

      Cheers,

      Luke nikhilbisne​

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      isinha
      Employee
      Aug 2, 2017 1:09 PM UTC

      Hi Luke,

      It is very much possible. Login as an Admin, navigate to Admin -> user management -> search for that user and click on Transfer user on the right.

      Next, you can select the required entities, like dashboards, scheduled reports, etc.

      Please refer this Transfer user account items for more information.

      Thanks!

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