Welcome to the Smartsheet Forum Archives


The posts in this forum are no longer monitored for accuracy and their content may no longer be current. If there's a discussion here that interests you and you'd like to find (or create) a more current version, please Visit the Current Forums.

Changing a Licesned User

Kylie D'Costa
Kylie D'Costa ✭✭
edited 12/09/19 in Archived 2017 Posts

Hi Team,

 

Quick question - we have 3 licensed users. One of them will be leaving our business shortly, so I want to replace that user and give the license to another user.

I have worked out how to transfer sheets from the user leaving, but can't see how to move his license to another user.

Thanks all

Kylie

· Share on FacebookShare on Twitter

Comments

  • Erin Mallory
    Erin Mallory ✭

    Go to User Management and click the arrow beside the person who is leaving, select Edit user, and uncheck Licensed User. Then edit the user for person you want to be the new licensed user, and check Licensed User.

    Beware one thing that I've run into: unchecking Licensed User also deactivates any web forms that user created. I'm not sure if transferring ownership first helps this situation or not.

    · Share on FacebookShare on Twitter
  • Kylie D'Costa
    Kylie D'Costa ✭✭

    Thanks Erin - worked perfectly.

    Cheers

    Kylie

    · Share on FacebookShare on Twitter
This discussion has been closed.

Categories