Change ownership of content

It is possible to move content in OneStop Reporting from one user to another user. This ‘change ownership’ functionality can be useful for transferring content, for example, when a user is removed/deleted from a client in the portal. A typical situation where this functionality is applicable is when a user ends their employment and another user should inherit their work in the portal.

NOTE: You can only transfer content at the client level. Consequently, if the original user is a group user, you must move content from the user for each client in the group.

Examples of content that can be moved:

• Reports/Budgets:
• Report and budget templates, report packages, categories, shared reports to user. NOTE: Only published report- and budget templates are moved.
• Workflows:
• Workflows, assignments, reviewers, and approvers. NOTE: The removed user’s Activity log is not transferred. In that way, comments made by the removed user will not be taken over by the new user.
• Publisher jobs:
• Publisher job definitions.
• Connections
• The credentials for the connections are removed and ownership taken over by the receiving user.