Transferring ownership of a workspace to client

Amit Wadhwani · 01/30/20

Hi,

I have a created a work space with customisation sheets for a client, but now I want to completely transfer that workspace to my client.

How do I do that? without having him saving sheet as new? it should be the same sheet, just need to transfer ownership.

Andrée Starå · 01/30/20

Hi Amit,

Here are an excellent resource and guide.

Transfer Ownership of a Workspace | Smartsheet Learning Center

https://help.smartsheet.com/articles/506692-transfer-ownership-of-a-workspace

When there is a transition of responsibilities in your organization, you may need to transfer or take ownership of a workspace.

I hope that helps!

Have a fantastic week!

Best,

Andrée Starå

Workflow Consultant / CEO @ WORK BOLD

✅Did my post help answer your question or solve your problem? Please help the Community by marking it as the accepted answer. It will make it easier for others to find a solution or help to answer!

Andrée Starå · 01/30/20

Hi Amit,

Here are an excellent resource and guide.

Transfer Ownership of a Workspace | Smartsheet Learning Center

https://help.smartsheet.com/articles/506692-transfer-ownership-of-a-workspace

When there is a transition of responsibilities in your organization, you may need to transfer or take ownership of a workspace.

I hope that helps!

Have a fantastic week!

Best,

Andrée Starå

Workflow Consultant / CEO @ WORK BOLD

✅Did my post help answer your question or solve your problem? Please help the Community by marking it as the accepted answer. It will make it easier for others to find a solution or help to answer!

ddutta · 07/06/20

The issue is you can't transfer ownership to anyone outside your organization.

The use case for Transfer Ownership is when 2 companies are working in a project. The Owner of the work space is someone from the Consulting firm. At the end of the Project the Consulting firm wants to hand over the works pace ownership to the Customer as part of Project Closure activities.

Hope you can suggest a solution.

Andrée Starå · 07/08/20

Hi @debojyoti.dutta58041

Yes, it should work. I do it all the time when I’ve developed a solution for a client, but you'll need to change the owner on all the individual items first.

Make sense?

What happens when you do it?

I hope that helps!

Be safe and have a fantastic week!

Best,

Andrée Starå

Workflow Consultant / CEO @ WORK BOLD

✅Did my post(s) help or answer your question or solve your problem? Please help the Community by marking it as the accepted answer/helpful. It will make it easier for others to find a solution or help to answer!

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Transferring ownership of a workspace to client

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