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Change Dashboard Owner

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Change Dashboard Owner

Transfer dashboard ownership if responsibilities change or the current dashboard owner leaves your organization. The new owner has full control over the dashboard contents. You can change ownership of one or more dashboards at a time. You must have edit access to the folder that contains the dashboard. The new owner is granted edit access to the dashboard folder.

Required Editions

Available in: Lightning Experience
Available in: Essentials, Group, Professional, Enterprise, Performance, Unlimited, and Developer Editions
User Permissions Needed
To change the dashboard owner to anyone in your org: View All Data
To change the dashboard owner from and to anyone who rolls up to you in your team’s Role Hierarchy: View My Team's Dashboards
To be assigned as the owner of a dashboard:

Edit My Dashboards

AND

Create Customize Dashboards

AND

Manage Dashboards

For dynamic dashboards, add:

Manage Dynamic Dashboards

AND

View My Team's Dashboards (for Dynamic Dashboards with Run As Selected User specified)
Change Ownership of a Single Dashboard
  1. On the Analytics tab or the Dashboards tab, find the dashboard.
  2. Select the more actions icon | Change Owner.
  3. Select the new owner.
  4. To send an email notification to the new owner, select Send Email Notification.
  5. Click Submit.
Change Ownership of Multiple Dashboards
  1. On the Analytics tab, click Browse and then Dashboards.
  2. Select the dashboards.
  3. In the Bulk Actions menu, select Change Owner.
  4. Select the new owner.
  5. To send an email notification to the new owner, select Send Email Notification.
  6. Click Submit.
 
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