If a report owner leaves the business or changes role, you may need to transfer ownership of their Insight reports. This ensures the right person can continue to edit, share, and manage the report.
This guide explains how to transfer ownership of an Insight report in Portal.
From the Portal home screen, go to Insight.
Click Admin Area.
In the search bar, enter the name of the report you want to transfer.
On the right-hand side of the report, click the three dots menu.
Select Manage Owner.
In the pop-up window, choose the new owner from the employee list.
Click Save.
What happens next?
The new owner will now be able to edit, share, and manage the report.
The previous owner will no longer have owner-level permissions, but may still have access depending on the sharing settings.