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Planview Customer Success Center

How to transfer a Report Author license from one user to another

Question

How do I transfer a Report Author license from one user to another?


Answer

To transfer the Report Author license to another user you will need to edit that user's account, unassign the Report Author license (Query studio, or Report Studio), and then reassign it to the new user.

  1. Go to the Admin Zone
  2. Select the 'Users' tab
  3. Locate the User in the user list
  4. Select the 'Actions' icon > Edit User
  5. Scroll down and locate the dropdown for "Report author license".

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6. Click the dropdown > select 'None' and then Save.

7. Follow the same instructions for the new Report Author, but in the last step select 'Report Author'