Transfer and recover report ownership

A report can belong to an organization while a specific person holds its report Owner role. Teams receive explicit access to the report; they do not replace its organization ownership or human custodian.

These distinctions let a company keep reports when responsibilities change without exposing every report to all organization managers.

Identify ownership

Open Manage Access and review the report's organization and the Owner shown in direct access or Your access & ownership.

Relationship	Meaning
Personal report	Created outside an active organization; it retains personal ownership.
Organization report	Belongs to the organization associated at creation.
Report Owner	The person responsible for report administration, normal transfer, and owner-only deletion.
Team share	An explicit permission grant to an eligible team, capped by a sharing limit.
Connection owner	A separate identity responsible for the saved source connection.

Joining an organization changes ownership of future new reports. It does not automatically migrate existing personal reports.

Transfer a report normally

The current report Owner can transfer responsibility:

Open Manage Access.
Expand Your access & ownership.
Click Transfer report ownership.
Enter New owner's email.
Click Review transfer, review the recipient, and confirm.

The new owner must be eligible. A company report's new owner must be an active member of its organization.

After a normal transfer, the previous owner retains Admin access. Organization ownership stays unchanged. Transfer is not a way to move a company report into someone's personal account.

Recover a company report

An organization Owner can recover a known company report when its current human owner is unavailable.

Open Organization & teams → General.
Expand Ownership & lifecycle.
Click Recover report ownership.
Enter the report ID, select the current organization member who should become owner, and provide a reason.
Review and save the recovery.

The UI requires a meaningful reason of at least 10 characters. The action is recorded in organization activity.

Recovery requires an explicit report ID. An organization Owner does not gain a general report-content browser or read access simply by having the organization role.

Normal transfer and recovery

Operation	Who can perform it	Previous owner's direct access
Normal transfer	Current report Owner	Retains Admin.
Company recovery	Organization Owner through the explicit recovery workflow	Previous direct ownership is revoked. Independent team grants may still apply.

In both cases, the report remains associated with its existing organization. Other independent permission paths must be reviewed separately.

Offboard a member

Removing a member preserves company reports and source records. It removes organization and team membership and revokes company access through the membership workflow.

Resolve sole active team ownership before removing the member. Transfer accessible reports normally when possible; use explicit company recovery when necessary.

Rejoining does not automatically restore old report ownership, direct shares, or team roles.

Preserve source dependencies

Connection ownership is separate from report ownership. Transferring a report does not automatically change the stored source credential or its owner.

A connection still attached to company reports is protected from deletion until those dependencies are resolved. Hard account deletion can also be blocked by active membership or live company report/source dependencies.

Plan the source connection as part of a handover so retained reports can still query their data.

Archive without deleting

Archiving an organization pauses access to its company reports while retaining records. Restoring it reevaluates current membership, shares, and policy.

Archiving a team suspends that team's inherited report grants; direct individual shares and other team paths remain independent.

Archive is distinct from report deletion, member removal, and ownership transfer.

Troubleshoot ownership

Problem	Check
Transfer button unavailable	Current effective report Owner status.
Recipient cannot become owner	Existing account and active membership in the company report's organization.
Organization manager cannot open a report	Management is separate from report access; use explicit sharing or authorized recovery.
Former owner still has access after recovery	Independent team grants or other valid access paths.
Member cannot leave	Last active organization/team ownership or unresolved lifecycle dependencies.
Source cannot be deleted	Reports still attached to that connection.

See Organizations, Sharing and access, and Invitations and membership.