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Bringing an already setup group into my enterprise

David B
David B ✭✭
edited 12/09/19 in Archived 2017 Posts

Before we purchased SmartSheets Enterprise we had 2 groups each using their own smartsheetss setup. However now that we have purchased the Enterprise edition 2 months back we would like to bring the small group into an already estabilished enterprise without losing permissions.

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I know i can import peoples sheets one by one if they share them with a user already in the enterprise then they are shared again when the user has left the small group and has joined the enterprise edition but there are a lot of users in the small group and that sounds like it would be a lot of work. Is there a faster and easier way to get this accomplished?

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Regards,

-David

Comments

  • Hi David,

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    The Customer Success Associate for your Enterprise can work with you to get those other plans added into yours.Β 

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    Currently, most of our team is at an annual, two day meeting event and will have limited contact. It's likely that your Customer Success Associate will contact you Thurs-Fri.

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    If you're unable to wait until then, you can have the SysAdmins of those other plans cancel their plans with the steps in our Help Center:Β https://help.smartsheet.com/articles/506604-canceling-your-account-and-switching-to-free

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    If they cancelβ€”using the Switch to Free option and without transferring sheetsβ€” this will keep their sheets in their accounts as read-only until you invite them to your Enterprise plan.

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