Transferring Sheets to a New Smartsheet Account Owner
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?
Comments
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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
SMARTSHEET EXPERT CONSULTANT & PARTNER
Andrée Starå | Workflow Consultant / CEO @ WORK BOLD
W: www.workbold.com | E:[email protected] | P: +46 (0) - 72 - 510 99 35
Feel free to contact me for help with Smartsheet, integrations, general workflow advice, or anything else.