How to assign another user as Owner to an existing Insights Report

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We hope the below article will assist you. Based on your questions, it looks like you are trying to assign another user as Owner to an existing Insights Report.

Before we explain it we would like to tell you the scenarios of when this might be needed. In today's economy a lot of companies have constant turn over of team members and our roles within the companies frequently change. You might have created and amazing Insights report that you would like to share it with your team, and assign someone else as an Owner to simply manage that specific report. Usually this is done by the Supervisors or Managers or even by the local IT support team.

With our sharing capability for Insights this is easily doable and fully explained in the following steps:

Permissions Required:

1. Once you navigated to the sharing Insights section, simply switch one of the assigned users or User Roles to Owner: 

2. Once you have added another Owner you can simply remove yourself from the list of users,
or you can decrease the Share level permission to Contributor or Viewer ( For detailed explanation about their permissions and limitations please check this link.)

3. Once you have decided who are you sharing this report with simply click Share:

Note: Be aware that you can assign as many Owners of the report as you want, but you can not save the sharing option without having at least 1 Owner. 

If you still have any questions, please feel free to get in touch with our Qtrac Help Desk.