how does an account transfer a copy/set of its smartsheets to another account?

wavemanagement

Not another user, another account? I could only find existing answers for transfers from one user to another within a single account. Might have missed it.

Genevieve P.

Hi @wavemanagement

If the other user is part of a different plan, you won't be able to manage the transfer of all items from the Admin Center, since that Center is specific to the plan.

That said, you can directly transfer sheets/items from one user (in a specific organization/plan) to another user (in a different organization/plan) without going into the Admin Center. The way I would personally do this is to share that other user as an Admin on a Workspace with all the items inside of it.

Here are the steps that you may find helpful:

https://help.smartsheet.com/articles/520103-change-the-owner-sheet-report-dashboard#toc-transfer-owner-permissions-of-multiple-items-to-a-single-user-

Cheers,

Genevieve

PMCroome

Hi @Genevieve P. ! I work with a consulting firm, and I need to transfer Ownership a single smartsheet within a large workspace to one of my clients. I have tested this a bit based on what I read in these forums (Instructions: hover over a user's name, grant them ownership) and have not been successful in reproducing the steps. Do I have to share or make them an Admin on the workspace first? I am concerned about confidentiality of other client's information other sheets in the workspace if I have to do this. Help! Thanks, Philip