Transfer assets
The Asset Transfer tool lets you transfer ownership of assets to other users. Assets can include components such as projects, filters, date ranges, calculated metrics, annotations, alerts and scheduled projects.
Assets are often tied to an individual owner and in some cases, such as filters and calculated metrics, cannot be edited or shared even by administrators. When users leave the organization or their role changes, it may become necessary to transfer ownership of these assets to other users to ensure continuity and appropriate access.
Permissions
Asset Transfer requires the Product Administrator permission for Customer Journey Analytics.
Transfer assets
-
In CJA, navigate to Tools > Asset Transfer.
-
In the Users dialog, search for and select the user you want to transfer assets from.
note important IMPORTANT You can only do a 1:1 transfer, from one user to another user. One-to-many or many-to-one transfers are not supported. -
After you have selected a user, the Transfer assets option appears at the bottom of the screen.
-
Click Transfer assets.
-
On the Transfer assets screen, first select the recipient to whom you want to transfer assets.
-
Now go through each component folder in the left navigation to select individual components or all assets in a folder to transfer.
note note NOTE Transferring assets from an admin to a non-admin does not upgrade the recipient to an admin. note note NOTE When transferring assets that reference other components (for example, projects that reference other filters and calculated metrics), components not owned by the current owner of the project will only be shared with the recipient. Ownership of all other components will be transferred to the recipient. -
To select all assets in a folder, check the box next to Name at the top of the table.
-
Click Transfer at the top right after you have made all your selections.
-
Click Confirm when the confirmation message appears.
note important IMPORTANT Do not not close the screen during transfer to avoid abortion of the process. This ensures a smooth transfer experience.
Transfer outcomes
There are three possible outcomes for a transfer:
-
Transfer success: 鈥淎ssets transferred successfully.鈥�
-
Partial success: 鈥淪ome assets were transferred successfully.鈥�
-
Transfer failure: 鈥淔ailed to transfer assets. Please try again.鈥�
Transfer assets during upgrade from 蜜豆视频 Analytics to Customer Journey Analytics
One of the major use cases for asset transfer is during upgrade from 蜜豆视频 Analytics to Customer Journey Analytics.
The Component Migration feature in 蜜豆视频 Analytics lets you migrate admin-owned projects to other admins. All components that make up these projects are then recreated in Customer Journey Analytics and the recipient admin owns all those components, irrespective of who created them.
This Asset Transfer tool subsequently lets admins reassign components to their rightful owners, whether they are admins or not.
Export to CSV
The Export to CSV option only lets admins download a list of users displayed to a .csv file. It does not let them export a list of transferred assets to a .csv file.