How can I transfer a workspace I created to an external, licensed user?

KirstenC

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

Hollie Green

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.

Hollie Green

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.

Andrée Starå

Hi @KirstenC

I hope you're well and safe!

Here's a useful guide.

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

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!