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HGrigsby

Change the owner of a dashboard, widget or report

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Hi 

Is there a way to transfer ownership to someone else?

The person who wrote many of our dashboards, reports, measures and widgets is leaving the organisation.  Or is there a permission that allows you to take ownership?

Thanks

Helen 

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Hi @HGrigsby

The owner really just represents the name of the person that created the chart, widget, and dashboard.  While an admin user can't change who created the chart, widget, or dashboard, if there are any restrictions under the access of a dashboard, this can be changed by the admin user.  As long as the Access has not been set, any other user with the Service Desk Admin role will be able to see and manage these.

For the admin user to have access to the Service Manager analytics, they may need to grant themselves the role of Service Desk Admin while performing this.  

There is also the option of using the "Save As" feature to create a copy of the chart, widget, or dashboard, which will then show the owner of the new report as the person that saved the copy.  

I hope this helps.

Regards,

James

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Hi @James Ainsworth

Many thanks for the answer as log as we can still access them and amend that's perfect!  There are rather a lot of them so didn't want to go down the "save as" route.

Helen 

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Hi @James Ainsworth

How about Boards??  The same user, who has now left was the owner of some of our boards, but I cannot change the ownership or add anyone to it.

Is there some way I can change to owner on these?

Thanks

Helen 

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hi @James Ainsworth   Just to add to this we did discover that the scheduled reports stopped running when we suspended the user's account, as a workaround I have un-suspended the account and the scheduled reports have started running again.

I am wondering if it would be better to set up a user to handle the ownership of documents, libraries, reports and snippets

Thanks 

Helen

 

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