How can I transfer a workspace I created to an external, licensed user?
Hi,
I am a contractor who uses Smartsheet (through my own business account) with clients. I am getting ready to roll off of a project and transfer all documents to another party in the organization (who also has a business account.) How can I transfer a workspace and then remove my own access to it after I leave the project? I don't want to keep the workspace in my account indefinitely, and I can't delete it without deleting the new owner's access. Help!
-KirstenC
Best Answer
-
Once the new owner takes over ownership of the workspace should be able to go into the workspace sharing and remove your name from the sharing permissions.
Answers
-
Once the new owner takes over ownership of the workspace should be able to go into the workspace sharing and remove your name from the sharing permissions.
-
Hi @KirstenC
I hope you're well and safe!
Here's a useful guide.
Did that work/help?
I hope that helps!
Be safe, and have a fantastic week!
Best,
Andrée Starå | Workflow Consultant / CEO @ WORK BOLD
✅Did my post(s) help or answer your question or solve your problem? Please support the Community by marking it Insightful/Vote Up, Awesome, or/and as the accepted answer. It will make it easier for others to find a solution or help to answer!
SMARTSHEET EXPERT CONSULTANT & PARTNER
Andrée Starå | Workflow Consultant / CEO @ WORK BOLD
W: www.workbold.com | E:andree@workbold.com | P: +46 (0) - 72 - 510 99 35
Feel free to contact me for help with Smartsheet, integrations, general workflow advice, or anything else.
Categories
- All Categories
- 14 Welcome to the Community
- Customer Resources
- 64.5K Get Help
- 424 Global Discussions
- 136 Industry Talk
- 465 Announcements
- 4.8K Ideas & Feature Requests
- 143 Brandfolder
- 146 Just for fun
- 63 Community Job Board
- 465 Show & Tell
- 32 Member Spotlight
- 1 SmartStories
- 301 Events
- 39 Webinars
- 7.3K Forum Archives