how to re-assign owner of a dashboard

Casey12
Kilo Expert

I have a set of dashboards that were created by an employee who has left the organization.  I have requests to modify his dashboards, but I am unable to do so as I am not the owner (or an editor, or even a viewer) of his dashboards.  And, I am not an admin of my instance.  How do I go about re-assigning the owner of these dashboards?  And, is there a best practice for this employee off-boarding scenario?

1 ACCEPTED SOLUTION

Tracy Davis
Giga Guru

An admin will need to go into dashboard properties (upper left) and update the owner to your name. BUT - being the owner will allow you to edit or add to the dashboard. What you aren't able to do is edit the underlying reports. And you cannot change owners of reports like you can on dashboards.

We've unfortunately run into this situation when employees have left as well. We've had to rebuild many of the dashboards (or walk someone through rebuilding them).

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3 REPLIES 3

Tracy Davis
Giga Guru

An admin will need to go into dashboard properties (upper left) and update the owner to your name. BUT - being the owner will allow you to edit or add to the dashboard. What you aren't able to do is edit the underlying reports. And you cannot change owners of reports like you can on dashboards.

We've unfortunately run into this situation when employees have left as well. We've had to rebuild many of the dashboards (or walk someone through rebuilding them).

I have discovered that, with dashboards that have been shared with me (even as a viewer), because of my "report editor" roles (I think mine come from my report_admin role), I can actually edit reports that have not been shared with me.  So, at least for my situation, I don't think the report editing will be an issue.

DushanthaB
Tera Expert

To make changes to the dashboard, you need to switch to the correct domain if your instance is domain-separated. Otherwise, the form fields will remain read-only, even if you have admin privileges.