How long do untransferred items remain in the account

If I am transferring a license from one person to the next but I click the "do not transfer items", they will remain on the account accessible to any shared user - correct?

Will they expire after a period of time, or will they just remain out there?

Best Answer

  • Michelle Choate 2
    Michelle Choate 2 ✭✭✭✭✭✭
    Answer ✓

    You are able to access them. Also, you are able currently to transfer them to a new owner whenever you want.

    Michelle Choate

    michelle.choate@outlook.com

    Always happy to walk through any project you need help with! Book time with me here: https://calendly.com/michelle-choate

Answers

  • Michelle Choate 2
    Michelle Choate 2 ✭✭✭✭✭✭

    They used to expire after 30 days and become read only.

    Right now Smartsheet is moving away from individual asset ownership and towards "Plan" ownership of all assets. This will make some things better - such as your dashboards, reports, automations wont break because the person who created them left the company. 

    It is still best practice at this time to transfer all ownership permissions when deactivating a user in your account.

    Michelle Choate

    michelle.choate@outlook.com

    Always happy to walk through any project you need help with! Book time with me here: https://calendly.com/michelle-choate

  • If the assets go to the Plan Ownership, are you able to access them and reactivate a New Owner if it's required in the future?

  • Michelle Choate 2
    Michelle Choate 2 ✭✭✭✭✭✭
    Answer ✓

    You are able to access them. Also, you are able currently to transfer them to a new owner whenever you want.

    Michelle Choate

    michelle.choate@outlook.com

    Always happy to walk through any project you need help with! Book time with me here: https://calendly.com/michelle-choate