New: Transfer Insights dashboard ownership 📊

Manuel Oliveira
Manuel Oliveira Admin Posts: 602 COMMUNITY MANAGER
100 Comments 5 Answers 5 Likes Community Manager
edited August 19 in What's New #1
  • What: Insights users are now able to reassign dashboards they own to other users in their organization. The new owner will gain ownership and editing rights to the dashboard and reports under it. This person will be the only owner.
  • Who and When: Out now for all companies
  • Find out more: Shareable Insights

Comments

  • Lucas MAGNE
    Lucas MAGNE Posts: 106 ELITE SOLUTION PROVIDER
    100 Comments 25 Likes First Anniversary 5 Up Votes

    Like this new functionality ! 😊

  • Thanks for this. Any plans to be able to add more users to view dashboards rather than transfer?

    And also any plans for workflow automation too.

  • Hi @Manuel Oliveira this functionality does not seem to be working for me. Any suggestions what to do?


  • Kreete K
    Kreete K Moderator Posts: 232 PIPEDRIVE CUSTOMER SUPPORT
    100 Comments 5 Answers Second Anniversary 5 Likes

    Hi @Martin Lucky

    Which Pipedrive plan are you using? On our Advanced plan, every user can own only 1 Dashboard, and that is why it is not possible to re-assign another one. If you are on our Professional or Enterprise plans and still facing issues, please reach out to our Support team via in-app chat or email [email protected]

  • Hello @Kreete K Thank you for clarification. In fact, I just want to transfer the dashboard to someone else (they will only have that 1 dashboard). Not sure how to do this. And yes, we have the Advanced plan.

    Thanks and best, martin