Copy Workspaces, Sheets, etc. from one Account to another Account

mjahn58

Is it possible copy workspaces, sheets, etc. from one Smartsheet account to another account? How? We configurating Smartsheet under our consulting account and want to copy what we are configuring to our client's account when complete.

jmyzk_cloudsmart_jp

@mjahn58

What about making a copy of your workspace and passing ownership to your customer?

https://help.smartsheet.com/articles/506692-transfer-ownership-of-a-workspace

mjahn58

Thank you. I don't this answered my question. Our consulting firm has our own Smartsheet account/environment. Our client has their own account/environment. We want to transfer the workspace and all components of that workspace from our consulting account/environment to our client's account/environment, where it will only seen by people that have access to the client's account/environment. Does transferring ownership meet this need?

Andrée Starå

Hi @mjahn58

I hope you're well and safe!

Yes, by default, your client would become the owner, and you or the current owner would be added as an Admin (if the client accepts it).

Make sense?

I hope that helps!

Be safe, and have a fantastic week!

Best,

Andrée Starå | Workflow Consultant / CEO @ WORK BOLD

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