Welcome to the Smartsheet Forum Archives
The posts in this forum are no longer monitored for accuracy and their content may no longer be current. If there's a discussion here that interests you and you'd like to find (or create) a more current version, please Visit the Current Forums.
Deleting User Accounts

We are struggling to come up with a usable process for removing access when a licensed user leaves the company. Β Especially when they own several sheets and workspaces. Β If I transfer the sheets using user management, they all need to go to an individual licensed user. Β If they are not shared on a workspace, those sheets are transferred to their "Sheets" folder and they have no idea where they came from because they cannot see the workspaces. Β Even If I download the User Access Sheet, it lists the sheets but not the workspaces. Β Β
Β
Does anyone have a process which they use to eliminate this confusion?
Comments
-
Hi Scott - When user leave a company, SysAdmins will typically bulk transfer their sheets to another licensed user before removing the user from the account. When the sheets are transferred they are added to a folder called βTransferred from [email address of previous owner]β. This will identify any sheet that was transferred (except for sheets transferred that are located in a workspace the recipient is shared to). If the recipient is not shared to a workspace sheets are transferred from, they will be removed from the workspace and added to the βTransferred from β¦β folder (as you have seen, this does not specific which workspace the sheet came from). This is a security control that prevents the recipient from automatically being shared to or see information about a workspace they were not previously shared to. Some other members of the Community might be able to give suggestions for how they handle these situations.Β
Β
Categories
- All Categories
- 14 Welcome to the Community
- Customer Resources
- 67.9K Get Help
- 474 Global Discussions
- 208 Use Cases
- 517 Announcements
- 5.6K Ideas & Feature Requests
- 87 Brandfolder
- 157 Just for fun
- 84 Community Job Board
- 521 Show & Tell
- 36 Member Spotlight
- 3 SmartStories
- 309 Events
- 37 Webinars
- 7.3K Forum Archives