Reports

How do I change the owner of a dashboard in the Reporting Add-on?

Last updated: January 23, 2017

Available For:

Marketing: Free, Starter, Basic, Pro, Enterprise
Sales: Free, Professional
Add-Ons: Reporting

To change the owner of a specific dashboard in the Reporting Add-on, follow the instructions below:

 

  • Go to your Marketing Dashboard by clicking on Dashboard in the navigation bar, then click on the name of the current Reports dashboard (Marketing Dashboard) to select the desired dashboard.

  • Click Settings menu from the top and select Change owner.
  • Select your new dashboard owner from the dropdown menu and click Change owner to implement your dashboard owner changes.
 
All HubSpot Marketing users who are Account Administrators, Marketing Administrators, or Sales Administrators will automatically be Reporting Administrators, as well. These users will have the ability to change the owner of any team dashboard.