Changing the Owner of a Saved Search in Cezanne

When an employee account is deactivated in Cezanne, any saved searches owned by that account are automatically deactivated as well. In specific scenarios, you can transfer ownership of a search to another active user.

When to Transfer a Saved Search

You should consider transferring ownership of a saved search if you encounter either of the following situations:

  1. Employee Group Search: The search is used by an employee group and must remain active after the original owner’s account is deactivated.
  2. Scheduled Export Search: The search powers a scheduled export and must continue running on its schedule.

1. Transfer Ownership for Employee Group Searches

To reassign a saved search that’s linked to an employee group:

  1. Navigate to Administration > Other > Employee Groups.
  2. Locate and select the employee group associated with the saved search you want to transfer.
  3. Click Take Ownership.
    • This action assigns the selected group’s searches to your account (or the active user performing the step).


2. Transfer Ownership for Scheduled Export Searches

To reassign a saved search used in a scheduled export:

  1. Navigate to Administration > Setup & Security > Scheduled Exports.
  2. Find and select the scheduled export that uses the saved search you wish to transfer.
  3. Click Take Ownership.
    • The scheduled export will now run under the ownership of your (or another active) account, ensuring it remains enabled.


Tip: Always verify that the new owner has the appropriate permissions to manage the search and any associated reports or exports.