If a sheet was created, and the person is no longer employed, can we still get access to the sheet?

How would one go about getting access to a sheet/form if the person that created it is no longer employed?

Best Answer

  • =Chris Palmer
    =Chris Palmer ✭✭✭✭✭
    Answer ✓

    Yes, you can achieve this if either you or someone else has system level admin access.

    1. Click on your profile on the Smartsheet homepage, and click User Management.

    https://admin.smartsheet.com/manage/users

    (If you don't have access to this, you'll have to find out who in our organization does).


    2. Type the user who is no longer with you in the search bar, then the three dots to the right to Transfer Owner Permissions. From here you'll be able to transfer the assets to the user of your choice.

    https://www.linkedin.com/in/zchrispalmer/

Answers

  • =Chris Palmer
    =Chris Palmer ✭✭✭✭✭
    Answer ✓

    Yes, you can achieve this if either you or someone else has system level admin access.

    1. Click on your profile on the Smartsheet homepage, and click User Management.

    https://admin.smartsheet.com/manage/users

    (If you don't have access to this, you'll have to find out who in our organization does).


    2. Type the user who is no longer with you in the search bar, then the three dots to the right to Transfer Owner Permissions. From here you'll be able to transfer the assets to the user of your choice.

    https://www.linkedin.com/in/zchrispalmer/