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Anonymous's avatar
Anonymous
Not applicable
4 years ago
Solved

Transferring Ownership

I am retiring from the company I work for and have built many reports, dashboards, including PBI service configurations (e.g., PBI Gateway), set up under my name.   What is the best way to transfer o...
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  • Greg_Deckler's avatar
    Greg_Deckler
    4 years ago

    Anonymous Congrats on retiring! The best way would have been to use a service account from the start. Short of that, you will need to probably make a service account a Power BI Admin role. You will also want to likely add that user as an owner to the various workspaces where your content is published. And you will want to use the Power Platform Admin portal to set that user up as an owner of the gateways. If you used your personal account as the data source credentials, you will need to change all of those as well.

  • Anonymous's avatar
    Anonymous
    4 years ago

    Thanks Greg.   If I have any more questions, I'll reopen this conversation.

Greg_Deckler's avatar
Greg_Deckler
Community Champion
4 years ago

Anonymous Congrats on retiring! The best way would have been to use a service account from the start. Short of that, you will need to probably make a service account a Power BI Admin role. You will also want to likely add that user as an owner to the various workspaces where your content is published. And you will want to use the Power Platform Admin portal to set that user up as an owner of the gateways. If you used your personal account as the data source credentials, you will need to change all of those as well.

Anonymous's avatar
Anonymous
Not applicable
4 years ago

Thanks Greg.   If I have any more questions, I'll reopen this conversation.