¶ 1. Overview
The owner transfer tool in T6 allows you to reassign object ownership from one user to another while maintaining data integrity and security. Each object is associated with a specific owner.
¶ 1.1. Prerequisites
To use the owner transfer tool in T6, the user must have the Global Group feature Transfer object ownership enabled.
¶ 2. Features
The owner transfer tool in T6 can be used in various situations.
- Management of explorer objects between users;
- Team reorganization;
- Departure of a team member, among others.
Used to simplify the management of objects and their permissions.
¶ 3. Usage
To use owner transfer, follow these steps:
- Go to the main menu of T6 and open the Explorer section;
- In the ribbon of the explorer section, under the security options, select
; - A panel will open on the side, Transfer Owner, with 3 steps (Properties, Objects, and Summary);
Transferring ownership of an object reassigns the object's ownership to another user, preventing the former owner from accessing the object. To allow the previous owner to continue viewing the transferred object, permission to view that object is required.
¶ 3.1. Properties Step
- In the Properties step, you will have the options Current Owner and New Owner;
- In Current Owner, click
to open the list of users whose object ownership can be transferred. You can find the desired owner by scrolling the list or searching by name using: 
(you can select one or more current owners). - In New Owner, click to open the list of system users. You must select one user from the list, as ownership transfer can only be made to one user, since each platform object supports only one owner at a time.
- In Current Owner, click
If there are objects without a defined owner, the Current Owner list will display the Orphaned Objects option.
- After selecting the current owners and the new owner, click on
to proceed to the next page. - If you wish to cancel the operation, click on
.
¶ 3.2. Objects Step
- In the Objects step, you will see a list of all available objects for transfer, the filtering tool, the search tool, and the object display modes.
- In the filtering tool, clicking on
will expand the tool, showing the filtering options:
- In Object Type, clicking on will display the list of object types that you can select:
Click here to expand and view the object types that can be filtered
| Object Type | Object Type | Object Type | Object Type |
|---|---|---|---|
| Adjustment | Dashboard | Workflow Image | Dimension Relationship |
| Profitability Analysis | Dimension | Data Link | Report |
| Application | Formula | Linked List | Embedded Report |
| File | Form | Mapping | On-Premises Report |
| Report File | Data Form | Adjustment Template | Automatic Routine |
| Data Load | Workflow Trigger | Role | Load Routines |
| Dimension Data Load | Group | Load Parameters | Data Table |
| Remote Data Load | Formula Group | Folder | Report URL |
| Fact Data Load | Hierarchy | Workflow Process | User |
| Cube Context | Image | Workflow Lane | What-If |
- In Sort By, clicking on will display the sorting options you can select. Currently, we have the options for Ascending Order and Descending Order, based on the alphabetical order of the object names.
- Click on
to clear the selected filters. - Click on
to collapse the filtering options. - In the list of available objects for transfer, we have the display options:
: Displays the objects in a direct list format, showing all objects without distinguishing between parents and children.
: Displays the objects in a hierarchical list format, showing only the parent members directly, requiring you to expand the parent object to view the child objects.
: Allows you to search for objects by name, facilitating filtering.
- Select the objects whose ownership will be transferred and click on to proceed to the next step.
- If you want to return to the previous step, click on
. - If you wish to cancel the operation, click on .
¶ 3.3. Summary Step
- In the Summary step, the operations to be performed will be displayed for review to prevent potential errors.
- We have a box that shows the current owner(s) and the user to whom the selected objects will be transferred.
- Below the box, we have the Selected Objects list showing the objects to be transferred.
- : Allows you to search for objects by name, facilitating viewing and analysis.
- Review the owners and the selected objects. If you agree with the operation, click on
to complete the ownership transfer of the objects. - If you want to return to the previous step, click on .
- If you wish to cancel the operation, click on .
¶ 4. Q&A
Frequently Asked Questions
1. What permissions are required to use owner transfer?
To use owner transfer in T6, the user must be associated with a Global Group that has the Transfer object ownership feature enabled.
2. What is owner transfer used for?
Owner transfer in T6 is used to manage explorer objects between users and simplify object and permission management.
3. Can I transfer objects to multiple users at the same time?
No, owner transfer in T6 can only be done to one user at a time, because each object supports only one owner.
4. Can I select multiple current owners?
Yes, in T6 Owner Transfer you can select one or more current owners to transfer their objects.
5. How do I access the owner transfer tool?
To access the owner transfer tool in T6, follow these steps:
- From the T6 main menu, open Explorer;
- In the Security section of the ribbon, select Transfer Owner.
6. How many steps are in the owner transfer process?
The owner transfer process has 3 steps:
Properties;
Objects;
Summary.
7. What are "Orphaned Objects" in owner transfer?
Orphaned objects in owner transfer are objects that do not have a defined owner, and they appear as an option in the Current Owner list.
8. What happens to the previous owner's access after transfer?
After transferring an object's ownership, the previous owner loses access to the transferred object. To keep viewing it, they must have explicit permission to view that object.
9. Can I cancel an owner transfer operation during the process?
Yes, owner transfer can be canceled in any of the three process steps.
10. Which object types can have ownership transferred?
The object types that can have ownership transferred are:
| Object Type | Object Type | Object Type | Object Type |
|---|---|---|---|
| Adjustment | Dashboard | Workflow Image | Dimension Relationship |
| Profitability Analysis | Dimension | Data Link | Report |
| Application | Formula | Linked List | Embedded Report |
| File | Form | Mapping | On-Premises Report |
| Report File | Data Form | Adjustment Template | Automatic Routine |
| Data Load | Workflow Trigger | Role | Load Routines |
| Dimension Data Load | Group | Load Parameters | Data Table |
| Remote Data Load | Formula Group | Folder | Report URL |
| Fact Data Load | Hierarchy | Workflow Process | User |
| Cube Context | Image | Workflow Lane | What-If |
11. During owner transfer, how can I filter objects in the selection step?
After opening the owner transfer tool, you can filter by object type, sort alphabetically (ascending/descending), use the search tool, and choose between list or hierarchical tree view.
12. Can I review changes before confirming owner transfer?
Yes, the Summary step lets you review all operations before final confirmation of the owner transfer.