How to transfer files when removing a license, without losing workspace structure.

MZED

Hi

I recently removed a license from a user that had left the company and then transferred the "owned sheets" to an existing license owner.

The original workspace structure was lost and the files were tarnsferred into an sheet folder, which now holds all the individual sheets.

Please can you share the correct way to do this, so that the integrity of the workspace remains intact.

Regards

MZED

Genevieve P.

Hi @MZED

I would suggest transferring ownership of the Workspace before removing the user from your account.

Make sure the new owner is shared as an Admin on the Workspace, then have them request ownership, see: Request to take ownership of a workspace you are shared to.

If the user has already left and you don't have access to their account, you could also create a Copy of the Workspace to duplicate all the items (note that this will create new form links and items, so any cross-sheet references outside of the original workspace will be pointing to the original sheets, not the new copy).

Cheers,

Genevieve

Genevieve P.

Hi @MZED

I would suggest transferring ownership of the Workspace before removing the user from your account.

Make sure the new owner is shared as an Admin on the Workspace, then have them request ownership, see: Request to take ownership of a workspace you are shared to.

If the user has already left and you don't have access to their account, you could also create a Copy of the Workspace to duplicate all the items (note that this will create new form links and items, so any cross-sheet references outside of the original workspace will be pointing to the original sheets, not the new copy).

Cheers,

Genevieve

MZED

Thanks Genevieve