Transfer of a workspace to another SMARTSHEET Business account

Dolores LARROQUE · 03/24/21

I have worked for a client to create a reporting workspace with multiples files and combined sheets. What is the way to transfer this worskpace and its property to my client who has a business Smartsheet account?

Thanks in advance to share your advices and tips

Andrée Starå · 03/24/21

Hi @Dolores LARROQUE

I hope you're well and safe!

Have a look at this excellent help article.

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

Did that work/help?

I hope that helps!

Be safe and have a fantastic day!

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!

Dolores LARROQUE · 03/24/21

Thanks Andrée

Thanks for the reply. But the problem is that I don't see the OWNER option when sharing only the ADMIN choice.

Why can I give an access to this person. Is it because it is not a member with licence of my team as he is a member of another SMARTSHEET company?

Best regards

Dolores

Andrée Starå · 03/24/21

@Dolores LARROQUE

Happy to help!

You can select the Owner option on the contact that you want to transfer it to. (see below)

Make sense?

NOTE: The recipient must be shared to the workspace before you can transfer ownership to them. See Share a Workspace for more information.
In the form, select the current sharing permission level of the recipient and choose Make Owner from the list.

Dolores LARROQUE · 03/24/21

Dear Andrée

Thanks for your great support.

It is me again as I cannot transfer an ownership to an email address. Can you explain me why?

Best regards

Dolores

Andrée Starå · 03/24/21

@Dolores LARROQUE

You're more than welcome!

What type the account your trying to transfer it to?

Have they reached their limit in Smartsheet Objects, maybe?

Genevieve P. · 03/25/21

https://community.smartsheet.com/discussion/comment/284725#Comment_284725

To add to @Andrée Starå 's suggestion of checking the number of items, you will also need to ensure that this user has a license and can own items, as well. The license can be on a different plan, but free members cannot own items. See: Account-Level User Types for Multi-User Plans

Transfer of a workspace to another SMARTSHEET Business account

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