> ## Documentation Index
> Fetch the complete documentation index at: https://docs.serviceplan-agents.com/llms.txt
> Use this file to discover all available pages before exploring further.

# Owner, project and handover

> Who is responsible for a dashboard, how to hand it over to a colleague, and how to assign it to a project.

> [!NOTE]
>
> **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**.

## 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.

## 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.

> [!TIP]
>
> Hand a dashboard over before you leave your team. That way nothing keeps running under an account that nobody will use.

## 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.

## What you can do next

> [card] [Access: link and password](https://docs.serviceplan-agents.com/en/live-apps/password-and-sharing.md)
>
> Share the link and the password.

> [card] [Costs](https://docs.serviceplan-agents.com/en/live-apps/costs.md)
>
> What the refreshes cost.


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