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Monishasargunan
New Participant
July 18, 2023
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Segment Access sharing between Users

  • July 18, 2023
  • 3 replies
  • 1097 views

User-A has created the new segment called "Product View" and it is used that in report builder to created the new report "Test Report". User-A has shared the report to User-B with segment. User-B now can able to view the shared segment in Addin Manage

 

User A has left the organization and their credentials where deleted Although user b is not an owner for this credentials hence unable to share the access to user C.

 

how does user C can get the access for "test report"?

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    Best answer by VenkatRa1
    1. User B can edit the “ProductView” segment and then save it as a new segment “ProductViewnew”
    2. In the report (via report builder) replace the segment from “ProductView” to “ProductViewnew” and then share the “ProductViewnew” segment to User C.
    3. Then the User C can view the segment in the report excel  Addins Manage. It will not show as Inaccessible segment

    3 replies

    VenkatRa1
    VenkatRa1Accepted solution
    New Participant
    July 18, 2023
    1. User B can edit the “ProductView” segment and then save it as a new segment “ProductViewnew”
    2. In the report (via report builder) replace the segment from “ProductView” to “ProductViewnew” and then share the “ProductViewnew” segment to User C.
    3. Then the User C can view the segment in the report excel  Addins Manage. It will not show as Inaccessible segment
      Jennifer_Dungan
      Jennifer_Dungan
      New Participant
      July 18, 2023

      User B can either make a copy of the report as suggested by @krishna_musku 

       

      Or, alternatively, the system admin can transfer ownership of the report to User B (this would have been easier before User A was deleted - but maybe they are not "fully deleted")

       

      In Analytics (not admin console), in the admin area, there is a area for "Users and Assets".. you can transfer assets from one user to another.

       

      So if that report is being used by multiple people, is scheduled to send out to other users, etc? There are a lot of reasons why you might want to maintain the original report rather than creating a copy.

        Jennifer_Dungan
        Jennifer_Dungan
        New Participant
        July 18, 2023

        IF User A, is fully deleted, and they don't show up in the User and Assets area, I believe the Admin can take control of the asset, then move owner ship from themselves to User B....

          Krishna_Musku
          Krishna_Musku
          New Participant
          July 18, 2023

          Yes, the other option is Admin will have the control over that segment, by moving ownership to B or C or keeping it to admin and giving access to C.

          Krishna_Musku
          Krishna_Musku
          New Participant
          July 18, 2023

          @monishasargunan User B has to copy that segment. So, User-B will be the owner of new copied segment. Now User-C can get access to that copied segment from User-B.

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