Ability to bulk change the owner of calendar or report after Admin leaves | Community
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Level 2
March 29, 2017
New

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

  • March 29, 2017
  • 4 replies
  • 2739 views

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.

4 replies

Level 2
August 24, 2017

For me it would be a great if it is possible to change the report owner from an inactive one to an active one. We have a few reports created by someone who is not working at the company anymore. I would like to become the owner of these projects but at the moment that's not possible.

Level 2
January 26, 2018

Hi Workfront,

it's crazy that there isn't an easy way to change the owner of report.

Please can you look into this

Thanks

Vic

Overview

Sometimes when a user leaves an organization, another user may request to be made a Report Owner of the former user's Reports. This works in much the same way that changing the owner of a Workfront Calendar does.

Details

  1. Have the user who would like to be the Report Owner login to Workfront.
  2. Navigate to the Report that they would like to own
  3. On the report Select Report Actions
  4. Then select Copy. A copy of the report will be created.
  5. The user will then own the copied version of the Report
  6. The new owner will need to reshare the Report with whoever existed on the original as the Sharing setting are not copied over to the new Report.
  7. At this point, the user can then delete the original report if desired.

SarahWilkersonCA
Level 7
September 24, 2021

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.

Level 2
October 7, 2021

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.

Level 3
February 2, 2022

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!