Transfer ownership of Smartsheet items

Prat Son

We created a workspace and made our client (from a different organization) the owner, but there are still several sheets, reports and dashboards that are under our ownership. We are not a licensed user anymore. Is there any way for us to transfer ownership of all items to our client without having to do it one by one for each sheet, report and dashboard? Or is there anything that our client can do to take ownership of everything at once?

Lisa Wood

Your client can copy the workspace ("save as new") and they will automatically be the owner of everything in that new workspace. Otherwise you need to do each file individually.

When transferring ownership of a workspace, there's an option to transfer ownership of all the files inside the workspace – so next time just remember to check that box before you submit the transfer.

Andrée Starå

Hi @Prat Son

I hope you're well and safe!

You can ask them to move all the items to their sheets area, and then the user would become the owner, and they could move them back to the Workspace.

Did that work/help?

I hope that helps!

Be safe, and have a fantastic week!

Best,

Andrée Starå | Workflow Consultant / CEO @ WORK BOLD

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