Now, it's simpler than ever to share analytics by transferring dashboard ownership to another user within your account. This eliminates the need to reconfigure cards for a user. Below, we'll walk you through the process step by step.
In this article
How to Transfer Dashboard Ownership
To transfer ownership of a dashboard to another user within your FastField account:
- Go to Data & Analytics > Dashboards in the FastField Portal.
- Select the gear button in the top-right corner to access the Dashboard Options.
- Select Change Dashboard Ownership to begin the process of transferring dashboard ownership.
- Select the User you would like to transfer ownership to through the provided drop-down menu.
- Select Update to transfer ownership of your dashboard to your chosen user.
Frequently Asked Questions (FAQ)
Q: Can I transfer dashboard ownership to someone outside of my FastField organization?
A: No, dashboard ownership can only be transferred to users within your FastField account.
Q:I've been given ownership of a dashboard, but why don’t I see it or only see some of the dashboard cards?
A: Please make sure the new owner has the appropriate role as well as the correct libraries that are associated with the cards on the dashboard.
Q: Who can I transfer dashboard ownership to?
A: The admin can transfer dashboard ownership to any user within your FastField account.