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Transfer dashboard ownership

Hand a dashboard over to another workspace member and understand what happens to access and sharing.

Written by Ellen Kajca

Transfer dashboard ownership when someone else will take over managing a report—for example, when responsibilities change or you are handing work over to a teammate.

Who can transfer ownership?

The current dashboard owner or a workspace admin with access to the dashboard can transfer ownership. Having permission to view or edit a dashboard does not, by itself, let you transfer it.

The new owner must be an internal member of the same workspace. External users cannot receive ownership. Ownership transfer is not available for Overview dashboards or from an archived dashboard’s sharing settings.

Transfer a dashboard

  1. Open the dashboard you want to transfer.

  2. Click Share. People & access opens.

  3. In Dashboard owner, select the workspace member who will take over.

  4. Click Save changes.

What changes after a transfer?

  • The selected person becomes the owner. They take over the dashboard’s owner permissions.

  • The previous owner keeps access. Transferring ownership does not automatically remove them from the dashboard.

  • The existing dashboard stays in place. You do not need to duplicate it or rebuild its widgets.

  • A private dashboard is shared with the new and previous owner. Share with changes from Private to me to Specific people. It does not become available to the entire workspace.

After transferring, review the sharing settings with the new owner to make sure the right people still have access.

Check dashboards shared on behalf of the creator

If Show data using the creator’s access is on, review the dashboard with the new owner after transferring it. This sharing mode uses the creator’s view of the data, so the new owner’s access to the underlying projects and actions matters. Confirm the intended information is still visible before using the dashboard for reporting.

Troubleshooting

  • The Dashboard owner field is greyed out: Only the owner or a workspace admin can change it. Overview dashboards cannot be transferred. On archived dashboards, Share is greyed out.

  • The person I want to select is unavailable: Check that they are an internal member of the same workspace. The current owner cannot be selected as the new owner.

  • Hive shows “Dashboard updated, but ownership could not be transferred”: Your other changes saved, but the owner did not change. Check your access and the new owner’s workspace membership, then try again.

For more about dashboard access and sharing, see Dashboards.

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