Enhancement Request -> Transfer license & Sheets at same time
I just encountered a situation where I wanted to transfer a license and sheets at the same time, and was unable to do so without a workaround. I had to either get the person to transfer all their sheets to me, then change the license, and switch them back to the new owner, or take a license away from another user, give it to the new user, transfer the sheets, then the license back to the owner I took it away from.
This is a painful process, and gives opportunities for items to be lost. Realistically this should be an option in the dropdown when changing licenses.
I have already submitted an enhancement request in the form.
Comments
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Hello,
Thank you for submitting a Product Enhancement Request for this functionality.
If you're attempting to transfer a license and owned items from one licensed user to a user without a license, I would suggest the following:
- Remove the license from the licensed user, but do not transfer their owned items (yet)
- Assign their license to the new user
- Bulk transfer all their owned items to the new licensed user
- At this point you could choose to remove the original licensed user from your account.
If needed, more information on editing users can be found in our help article: https://help.smartsheet.com/articles/795920-manage-users-multi-user-plan#editoneuser
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That makes sense. I didn't pursue that route as I was worried about the potential of the sheets being deleted, but if that is the official workaround I will do it that way in the future.
Thanks
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