How do we change the Owner of a Sheet?

jboone003

I am the new product owner for Smartsheet Business account, but I am only an Editor on the sheet. How do I change owners from one person over to myself?

Thanks

Andrée Starå

Hi @jboone003

I hope you're well and safe!

If you open the share menu and click on your row, you can request to become the owner.

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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Andrée Starå

Hi @jboone003

I hope you're well and safe!

If you open the share menu and click on your row, you can request to become the owner.

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!

jboone003

@Andrée Starå,

Thank you for your quick response! Unfortunately, we're having some strange permissions issues after the upgrade.

I tried to ask the Owner to make me the Owner, but it wouldn't allow that either

I'm trying to invite a user who was an Admin under the Pro Plan, but it won't let me (see screenshot).

I have a ticket into Smartsheet support...hopefully they respond quickly like you did!

Thanks again,

Justin

Andrée Starå

@jboone003

Happy to help!

The issue probably has to do with the fact that the Pro plan is involved, and I think it's limiting the transfer, so the best bet is probably to wait for support to get back to you.

✅Remember! 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!

Genevieve P.

Hi @jboone003

In order to receive ownership of a sheet, you'll need to first have at least Admin permissions on the sheet (versus Editor). If the item is in a workspace, you will also need Admin access to the Workspace.

Can you please have the owner first upgrade your permission type, then try the transfer again? Here's more information: Change Owner permissions of a sheet, report, or dashboard

Cheers!

Genevieve

Andrée Starå

@Genevieve P.

Good catch! Thanks for the assist!

jboone003

@Genevieve P. @Andrée Starå

You're both correct. I'm working with support now on both. Really appreciate the help as I'm brand new to Smartsheet...

Best, Justin