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. This article walks you through the process step by step.
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.
Warning
Reassigning a dashboard will still follow roles and library assignments. Please make sure you have the appropriate role and library assigned to access the dashboard and its cards.
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.