Change performance dashboard ownership

AI-generated summary

Genesys Cloud provides administrators with comprehensive dashboard ownership reassignment capabilities through the Analytics > Dashboard Configurations > Reassign Ownership permission. This functionality enables the transfer of one or more performance dashboards to different users while preserving all dashboard configurations and sharing settings, supporting organizational needs when users change roles, leave the organization, or require ownership modifications. Administrators access the ownership change feature via the Performance Dashboard Owners page by navigating to Menu > Analytics > Analytics Workspace and locating the Dashboard Owners view. From this interface, administrators can select one or multiple dashboard owners and click "Change owner" to designate a new owner from an authorized user list. The available users for selection as new dashboard owners are determined by Directory > User > View permissions and associated divisions, restricting options to users within authorized divisions. Multiple dashboards can be reassigned in a single batch operation, with the system requiring selection of a single new dashboard owner at a time through a dropdown menu. Upon successful ownership transfer, the system generates a confirmation notification, sends an email to the original owner, and notifies the new owner with a direct link to the reassigned dashboard. Ownership changes affect only the dashboard owner designation; dashboard configurations and sharing settings remain unchanged. The reassignment process fails if the operation would cause the new owner to meet or exceed the maximum active dashboard ownership limit, preventing any dashboards from being reassigned in that scenario. Inactive or deleted users do not receive email notifications regarding ownership changes. This feature integrates with Genesys Cloud's broader dashboard management ecosystem, including recovery functionality for deleted dashboards within a 30-day window and supplementary documentation on related capabilities such as views, performance dashboards, queue views, and agent performance views.

Series: Performance Dashboards

Previous suggested step: Performance dashboard owners

Next suggested step: Recover deleted performance dashboards

PrerequisitesClick to expand

Administrators can transfer ownership of one or more performance dashboards to another user without changing the dashboard configuration or sharing settings. This feature helps administrators manage dashboards when users change roles, leave the organization, or when dashboard ownership needs to be reassigned.

Notes:

The users available for selection as new dashboard owners are determined by your Directory > User > Viewpermission and the divisions associated with that permission. Therefore, only users within the divisions you are authorized to view appear as new dashboard owners when selecting a new dashboard owner.
You can reassign ownership for multiple selected dashboards in a single operation.
Changing dashboard ownership updates only the dashboard owner. The dashboard configuration and sharing settings remain unchanged.
If assigning the selected dashboards causes the new owner to meet or exceed the maximum active dashboard ownership limit, the ownership change fails, and no dashboards are reassigned.
Inactive or deleted users do not receive email notifications.

Change performance dashboard ownership from Performance Dashboard owners pageClick to expand

To change performance dashboard ownership from the Dashboard owners page:

Click Menu > Analytics > Analytics Workspace.
In the Default section, search for Dashboard Owners and then click the view name to open it. The page lists the dashboards created by users in an organization.
Select one or more dashboard owners.
Click Change owner.
In the change dashboard owner dialog box, click the Select new dashboard owner drop-down list.
Search for and select the new dashboard owner.
Note: You can select only one user as the dashboard owner at a time.
Click Confirm.

Change performance dashboard ownership from Performance Dashboard owners detail pageClick to expand

To change performance dashboard ownership from the Dashboard Owners detail page:

Click Menu > Analytics > Analytics Workspace.
In the Default section, search for Dashboard Owners and then click the view name to open it. The page lists the dashboards created by users in an organization.
Click the required dashboard owner name.
You are directed to the Performance Dashboard Owners detail page.
Select the required dashboard or dashboards.
Click Change owner.
In the change dashboard owner dialog box, click the Select new dashboard owner drop-down list.
Search for and select the new dashboard owner.
Note: You can select only one user as the dashboard owner at a time.
Click Confirm.

When the ownership change is successful:

A confirmation notification appears.
The original owner receives an email notification.
The new owner receives an email notification that includes a link to the reassigned dashboard.

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