Transferring Sheets to a New Smartsheet Account Owner

bill61626

I have a client that we developed specific Sheets for on my Smartsheet account.  Now that my project with them is coming to a close, we want them to start a new Smartsheet account and transfer the sheets we developed on my account for them, to their newly established Smartsheet account.  

These Smartsheets were developed for this client and we need a method to get these tools in a place where they can use and maintain them.  

Ideas?

Andrée Starå

Hi Bill,

Before you start, make a backup or two.

Please see the attached link/screenshot for more information.

https://help.smartsheet.com/articles/506692-transfer-ownership-of-a-workspace#changeowner

https://help.smartsheet.com/articles/520103-change-the-owner-sheet-report-dashboard

I hope this helps you!

Best,

Andrée Starå

Workflow Consultant @ Get Done Consulting