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karimk's avatar
karimk
Helper III
8 years ago
Solved

Best Practice when Changing Report Owner

Hey everyone.

 

The person responsible for publishing some of the dashboards and reports here in my department has left the company.

How do you guys manage the distribution of dashboards and reports, while still being independent from a certain employee?

 

As to next steps, I think the basic is to:

1) The person leaving the company has to unshare everything. We have every report in a desktop version, but dashboards have to be remade?

2) A new person has to republish everything. The only thing our users will see different in their "Shared with Me" page is a different owner for the reports.

 

If I worked with app spaces, it wouldn´t matter if a person left, right? As long as there is more than 1 user with edit capabilities...

About app spaces: even if someone from the workspace updates the database, I still have to republish the app so users see new data on the reports?

 

Thanks.

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