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In short: Every dashboard has exactly one person responsible (owner). They receive the emails, and the refreshes run under their account. With Hand over owner, you transfer both to a colleague without interruption. You will find both in the Access tab under Owner and project.

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The person responsible (owner)

The person responsible receives the emails about the dashboard, such as alerts and new proposals. They approve changes. The automatic refreshes run under their account.

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Handing over a dashboard

1

Open Hand over owner

In the Access tab, under Owner and project, click Hand over owner. You will also find it in the … menu.
2

Choose the new person

Under New owner, choose a colleague from your organization. Colleagues appear in the list once they have signed in to the Console. The new owner needs a connected Sokosumi account.
3

Hand over

Click Hand over.
The refreshes move over seamlessly. They keep their cadence. Your readers notice nothing. The previous and the new owner both receive an email. The new owner’s email lists every data area with its cadence and next refresh.
Hand a dashboard over before you leave your team. That way nothing keeps running under an account that nobody will use.

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Assigning a project

A project is where your team works on a topic. Under Owner and project, you can see which project the dashboard is assigned to. Without an assignment, it says No project. The same information appears at the top of the page, under the title.
  • With Set, you choose a project from the list.
  • With Change, you switch it.
Each dashboard belongs to at most one project. Once assigned, all tasks for the dashboard appear in that project: the build, changes and refreshes. The coworkers can also use information that is already in the project. The dashboard, its link and its data remain unchanged.

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What you can do next

Access: link and password

Share the link and the password.

Costs

What the refreshes cost.