Transferring Dashboard Ownership

Transferring Dashboard Ownership

In the event that you need to designate a new Owner of a dashboard, ownership can be transferred through the All Dashboards screen. This must be done by the current Dashboard owner or an Administrative User.

  1. Navigate to Dashboards > All Dashboards from the Site Navigation.
  2. On the dashboard to transfer, click > Transfer Ownership.
  3. Select the New Owner from the drop-down and click DONE.

The dashboard is removed from your Dashboards and will appear under My Dashboards for the selected user.

    • Related Articles

    • Changing Asset Ownership

      To change ownership of an Asset (or Liability) in AdvisorEngine CRM and move it to another Record, change the Ownership value of the Asset to the new Record. Begin by opening the Asset you wish to reassign. Click Edit in the upper right of the Asset. ...
    • Dashboard Card: Client Life Stages

      Client Life Stages is a visualization card available for AdvisorEngine CRM Dashboards. For a full list of available cards, see Dashboards Card Library. Client Life Stages The Client Life Stages card shows a summary of all clients in 4 pre-defined age ...
    • Dashboard Card: Action Items

      Action Items is a visualization card available for AdvisorEngine CRM Dashboards. For a full list of available cards, see Dashboards Card Library. Action Items The Action Items Card allows you to see Actions due today, past due, or upcoming for ...
    • Dashboard Card: Net New Assets

      Net New Assets is a visualization card available for AdvisorEngine CRM Dashboards. For a full list of available cards, see Dashboards Card Library. This card is integrated with the AE Wealth Platform. It requires an AE Wealth Platform subscription ...
    • Dashboard Card: # of Clients w/ Workflows Completed

      # of Clients w/ Workflows Completed is a visualization card available for AdvisorEngine CRM Dashboards. For a full list of available cards, see Dashboards Card Library. This card is integrated with the AE Wealth Platform. It requires an AE Wealth ...