Examples of changing dashboard ownership
The scenarios below show how changing dashboard Suite-wide unified dashboard that provides a single, quick view of valuable information across multiple applications. ownership works under special circumstances.
In each scenario, all required role, privilege Permissions associated with each role that define the features of the application a user is able to view and the functionality in the application the user can access., and scope conditions are met except where indicated.
Example: Change ownership without administrator scope to all organizations
As ADMIN in the following table, you have view scope to all organizations except Organization 4. Adam Smith has view scope to Organizations 1, 2, 3, and belongs to Organization 4. Other employees belong to and have view scope to organizations as follows:
|
Employee (in Org) |
Has Scope to these Orgs |
||||
|---|---|---|---|---|---|
|
Org 1 |
Org 1A |
Org 2 |
Org 3 |
Org 4 |
|
|
John Smith (Org 3) |
X |
X |
X |
X |
|
|
Jay Smith (Org 3) |
|
X |
X |
X |
|
|
Janet Smith (Org 2) |
|
X |
X |
X |
|
|
Ron Smith (Org 2) |
X |
X |
X |
||
|
Adam Smith (Org 4) |
X |
X |
X |
X |
X |
|
ADMIN (you)(Org 2) |
X |
X |
X |
X |
|
You perform these steps:
-
Go to Organization Management Module in WFO that allows administrators to set up different hierarchies to manage users from a single, unified, Web interface. > Dashboards & Gadget > Manage Dashboards.
-
Select a shared dashboard that belongs to Organization 3 that Jay Smith owns.
-
Click Change Owner.
-
The Change Owner page displays a list of employees that are eligible to be the owner of the dashboard. John Smith and Janet Smith are listed. Adam Smith is not listed because you do not have visibility to the organization to which Adam Smith belongs (Org 4). Ron Smith is not listed because Ron Smith does not have visibility to all organizations that the current owner, Jay Smith, has scope to.
-
ADMIN appears in the list and is selected by default because you are logged in as this user.
-
Example: Change ownership to dashboard publisher scheduled to start on a future date
Sunny Smith is scheduled with a start date of 3/17, and the date today is 3/12. As an administrator, you want to change ownership for your (ADMIN) dashboards that belong to Organization 3 to Sunny Smith. Other employees belong to and have view scope to organizations as follows:
|
Employee (in Org) |
Has Scope to these Orgs |
|||
|---|---|---|---|---|
|
Org 1 |
Org 1A |
Org 2 |
Org 3 |
|
|
John Smith (Org 3) |
X |
X |
X |
X |
|
Jay Smith (Org 3) |
X |
X |
X |
|
|
Janet Smith (Org 2) |
|
X |
X |
X |
|
Ron Smith (Org 2) |
X |
X |
X |
|
|
Sunny Smith |
X |
X |
X |
X |
|
ADMIN (you) (Org 2) |
X |
X |
X |
X |
If you change the owner on 3/12, before Sunny Smith starts, the eligible owners for the dashboards within the scope of organization 3 is John Smith. Sunny Smith is not on the list until 3/17.
Example: Change ownership for an employee with a scheduled termination date
Murphy Smith is scheduled for termination on 4/17. You, the administrator want to change ownership of the Organization 3 dashboard that Janet Smith currently owns. Other employees belong to and have view scope to organizations as follows:
|
Employee (in Org) |
Has Scope to these Orgs |
|||
|---|---|---|---|---|
|
Org 1 |
Org 1A |
Org 2 |
Org 3 |
|
|
John Smith (Org 3) |
X |
X |
X |
X |
|
Jay Smith (Org 3) |
X |
X |
X |
|
|
Janet Smith (Org 2) |
X |
X |
X |
|
|
Ron Smith (Org 2) |
X |
X |
X |
|
|
Murphy Smith to be terminated on 4/17 (Org 3). |
X |
X |
X |
X |
|
ADMIN (you) (Org2) |
X |
X |
X |
X |
-
If you change the dashboard owner on 4/17, the day of termination, the eligible owner list includes John Smith, Jay Smith, Murphy Smith, and ADMIN.
-
If you change the dashboard owner on 4/18, the day after termination, John Smith, Jay Smith, and ADMIN are listed as eligible owners. Murphy Smith has been terminated, so his name is no longer listed.
Change the owner of a dashboard