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Ability to bulk change the owner of calendar or report after Admin leaves

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Level 3

4/6/21

It would be nice to have the ability to bulk change the owner of a report or calendar instead of having to make a copy so it will rename who owns it. We just had our main system admin leave who set up the system years ago and having a bulk feature to remove her name and add another Admin would be so beneficial.

23 Comments

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Hi we are running into this issue for the first time - as being newer to the tool this is the first time a major Report SME is leaving the team and company, She has taken the steps to share all the reports, the new owner copying the reports, and creating new dashboards. It is quite a hassle, and means recurring scheduled sends have to be set up again and as others mentioned below all the urls change.


Hopefully folks will continue to upvote!


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@Gevorg. It would be very helpful. We have people who own reports that move on. Once reports are copied over you then need to go on as the user and delete the original as the user has moved on and needed to be deactivated in Workfront. I spent 2.5 hours copying reports the other day. Once reports are copied you have to reshare to the same people, which means you need to document who had visibility in the first place and then share again. To rebuild reports takes time as certain reports are more entailed than others; you're having to jump back and forth to see filters/columns/groups.



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9/24/21

Yes, this is really important. We have a lot of reports and calendars created by the admin and run with access rights of a particular admin. It's a total pain if that admin leaves.

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Level 2

10/7/21

At least be able to keep a calendar active after the original owner is deactivated. I recently had to copy multiple calendars and then search all our dashboards to find where I needed to update the calendars.

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Level 4

2/2/22

The way this works is kind of, if you'll pardon the expression, crazy-making. I've read the suggested workarounds to have a generic sysadmin account to be the owner of calendars and then have multiple actual admins use that account to do certain things, but that is terrible from a governance and auditability perspective, not to mention actual security. And having to use up an additional paid account adds injury to insult for sure!


When someone who actually owns a calendar in real life leaves, Workfront should allow a system administrator to change the Owner of that calendar. Workfront is such a great system overall, it would be wonderful if you could address this gap!

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My take on ideas to make this work:


  1. Being able to have certain objects "owned" by the system itself, rather than a specific person.
  2. Or, owned by some concept of "all admins."
  3. Or, just to easily transfer ownership of any object—ANY object—to another person, preferrably as a bulk edit.

Hi @MelissaAv1  ,

 

Thank you for the idea. I'm working the Jonathan Chen to get updates on the top ideas that haven't had any recent updates.

 

I work in the Product Management team. I checked with Ben Robbins. He is one of the Group Product Managers. Here is his response for this idea:

""This is unique to legacy reports and we likely won't have the same experience in the new canvas dashboards — the reason why a report owner is important in legacy doesn’t exist in the new since report creation and edits are democratized.
It's currently too early to suggest we'll solve it with new reporting, and we'll need to see if it is still an ask once the new reporting rolls out."

Status changed to: New