Team members

MjH

I have a team member that was fired and I need to remove this person but am not sure what happens to any work that the person did?

Dana Clark

You can reassign any sheets owned by the terminated user to another user.  Go to account administration --> user management --> navigate to the terminated user and click the down arrow next to their name.  There's an option there to "transfer owned sheets to other user".  You can then "remove sharing access" and then delete the user.  Keep in mind that even once you remove sharing access and delete the user, someone can still share a sheet with that user at a later date.  The terminated user just won't have the ability to create new sheets.  I run a sheet access report once a month (found under the "actions" button) to ensure we know with who and where our sheets are being shared.

MjH

This is such a great help, espeically the advice about knowing who and where our sheets are being shared; thank you so much.

 

I am going to follow the steps you provided right now. Thanks again!!!

MjH

It worked, so appreicate it 

J. Craig Williams

MjH,

 

There is also a potential security threat with published links and no automatic or quick way to close this loop after someone is let go.

Smartsheet is working on a viewer log. I'm hoping that the Publish Option feature on the roadmap  will address part of this - though it may be breaking something else.

https://www.smartsheet.com/product-roadmap

 

Craig