Reports

How do I change the owner of a dashboard in the reporting add-on?

Last updated: January 23, 2018

Available For:

Marketing: Free, Starter, Basic, Pro, Enterprise
Sales: Free, Starter, Professional
Service: N/A
Add-Ons: Reporting

To change the owner of a specific dashboard in the reporting add-on:

  • In your HubSpot account, navigate to Dashboard.
  • Click the name of the current dashboard (Marketing or Sales Dashboard) and select the desired dashboard from the dropdown menu.

Please note: if you do not have the reporting add-on, you will not see additional dashboards here. In order to change the owner of a report, you must have the Edit reports ownership user permission.

  • 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.

Was this article helpful?