how does an account transfer a copy/set of its smartsheets to another account?
Answers
-
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:
Cheers,
Genevieve
Join us at Smartsheet ENGAGE 2024 🎉
October 8 - 10, Seattle, WA | Register now
Categories
- All Categories
- 14 Welcome to the Community
- Smartsheet Customer Resources
- 62.9K Get Help
- 377 Global Discussions
- 207 Industry Talk
- 440 Announcements
- 4.5K Ideas & Feature Requests
- 139 Brandfolder
- 129 Just for fun
- 130 Community Job Board
- 449 Show & Tell
- 30 Member Spotlight
- 1 SmartStories
- 289 Events
- 33 Webinars
- 7.3K Forum Archives