Transfer of Sheets owned by an individual no longer with the company
Comments
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If you are keeping the user active for some reason, it will request Approval for the transfer of sheets/items. If you are deleting the user, there is a Transfer Owned Items to Other User option that should not require the Approval, from my understanding.
Hope that helps!
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Hi Deepthi,
More info about managing users: https://help.smartsheet.com/articles/795920-manage-users-multi-user-plan#deleteusers
Hope that helps!
Have a fantastic week!
Best,
Andrée Starå
Workflow Consultant / CEO @ WORK BOLD
SMARTSHEET EXPERT CONSULTANT & PARTNER
Andrée Starå | Workflow Consultant / CEO @ WORK BOLD
W: www.workbold.com | E:andree@workbold.com | P: +46 (0) - 72 - 510 99 35
Feel free to contact me for help with Smartsheet, integrations, general workflow advice, or anything else.
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Thank you both. However, if I Delete the User, user won't be in the User Management to transfer their Owned sheets and if I leave them in the system, then they will sent an email requesting to 'Approve' the transfer.
Please correct me, if I am missing something here?
Thank you,
Deepthi -
Happy to help!
As far as I remember, they won't be asked to approve the transfer.
More info:
https://help.smartsheet.com/articles/2478851-remove-someone-from-an-account
https://help.smartsheet.com/articles/1235045-transfer-a-paid-subscription
Hope that helps!
SMARTSHEET EXPERT CONSULTANT & PARTNER
Andrée Starå | Workflow Consultant / CEO @ WORK BOLD
W: www.workbold.com | E:andree@workbold.com | P: +46 (0) - 72 - 510 99 35
Feel free to contact me for help with Smartsheet, integrations, general workflow advice, or anything else.
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You are correct. As the Plan Admin deletes a specific User, if that person is a Licensed User, the Admin will see a prompt, asking who to transfer all owned sheets to. With that, the departed person is deleted and the person indicated will see all transferred items in their HOME tab, with a title of: Transferred from JohnDoe@xyz.com
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