What is the best way to handle changes on assigned person?

Suppose one of my coworkers left the company and there is this new person coming in to fill the same position, same responsibility, etc.

I want to make sure all of the shared sheets (not just the owned ones) and also all of the assigned cells transferred from the person who left to the new person.

What is the best way for me to do that? I know transfer ownership on user management, but it can only give every item that was owned by the old person.

On another note, how can I do that if I use the auto-provision for the new user via Active Directory?

Thanks for the help!

Answers

  • Leroy Noriega
    Leroy Noriega ✭✭✭✭✭✭

    Pull a report extracting from all of the workspaces he is in, filter by his/her name and change his/her name to the new individual and save.

    Leroy Noriega | Smartsheet SME | Independent Smartsheet Consultant

    Core App, Project Management and System Administrator Certified🏅

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