Live Reports Ownership | RingEX

Last updated on March 6.2023

Live Reports lets a current user take ownership of a dashboard from another user who has been deleted from the system. When a user has been removed from the account, their public Live Reports dashboards can be claimed by another user and made available to other Live Reports users.

Deleted users’ dashboards appear in the All and Without owner tabs in the dashboard name dropdown field. They are marked with a hand-and-key icon.

Note: The Without owner tab only appears when unowned dashboards are available to be claimed.

To transfer ownership of a deleted user’s dashboard:

Go to the Live Reports dashboard and click the dashboard name field to bring up a dropdown list of dashboards. Public dashboards of users who have been deleted from the system appear in this list next to the claim ownership hand-and-key icon.
Click on the dashboard name to bring up information about the previous dashboard owner.

To claim ownership, click the gear icon to open Settings.
In the Name field, choose a new name, if desired.
In Select Privacy Settings, choose whether to make the dashboard Private or Public.
Click Save to claim ownership.

Once saved, the dashboard reflects new ownership and appears in your My Dashboards list.

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