Asset ownership transfer between accounts

System

This discussion was created from comments split from: How do we change the Owner of a Sheet?.

DCWiseMan

@Genevieve P.
What's the process to transfer asset ownership between accounts?

As a Platinum Partner, we routinely build solutions in our dev environment and transition ownership to the client at final acceptance.

Thanks!
DWise

Genevieve P.

Hi @DCWiseMan

In your scenario, it sounds like the easiest thing to do would be to use a Shared Workspace to build out that content. Then you can transfer ownership of the entire Workspace (and the individual items within it) over to the shared Admin.

Here are the steps to do so:

https://help.smartsheet.com/articles/506692-transfer-ownership-of-a-workspace#toc-transfer-ownership-of-workspaces-you-own

Cheers,
Genevieve

DCWiseMan

@Genevieve P. , thanks for the link to the knowledge article. This is in fact how we do it today.

I'm more curious about how/if this process will change given your prior call out of … "One thing to keep in mind is that "Ownership" will be eventually going away since sheets are now owned by a plan not an individual person." 

Can you help clarify? Ownership is going away at the asset level? Workspace Level? Collection level?

Thanks!

Genevieve P.

Hi @DCWiseMan

That's great, then! 🙂 That is the process for now. If/when there is a change, there will be an announcement about it and the documentation will be updated.

Here's information about asset ownership:

• Asset ownership overview
• Plan Level Asset Ownership: Existing Assets release note
• Changes to asset Admin permissions and new Plan Asset Admin role, now generally available! announcement post

That last link has more details and information about the roadmap of asset ownership.

Cheers,
Genevieve