Tranfer of Ownership Issue

Tomas Stankus · 05/06/19

We are having trouble transferring ownership. I had a user transfer her ownership to me but it still shows her as being the owner on my end. When she goes to the smartsheet it shows me as the owner. Any suggestions would be helpful!

Andrée Starå · 05/06/19

Hi Tomas,

Did you follow this guide?

https://help.smartsheet.com/articles/795920-manage-users-multi-user-plan#manageactions

Have a fantastic week!

Best,

Andrée Starå

Workflow Consultant @ Get Done Consulting

Tomas Stankus · 05/06/19

Yes. We followed the steps for transferring ownership from the help center. I may try and have my customer transfer ownership to someone other than me to see if that works.

Lisa Z · 05/06/19

Have her log out and log back in.

Additionally, if it is only a sheet, it is easy to transfer.

Folders and Workspaces are not as simple. The new owner would need to create a new Workspace and Folder, then click and drag the sheet into the Workspace.

Or that is at least what worked for me.

Paul Newcome · 05/06/19

As long as the person receiving ownership is set up with Admin Permissions, they can also "Save as New...". Essentially the same thing as click and drag, but with the added benefit of the other person also retaining their copy. I use this more often simply because (with folders and workspaces) it serves as a template. I can tweak and test new things in the template while the functioning sheet remains active, and if the new owner accidentally jacks things up REALLY bad, they can just "Save as New..." again. I will keep it for a while (how long depends on who is taking over and the complexity) as a back up like that, but once they have gone for some time without any issues, I'll go ahead and delete my copy.

Andrée Starå · 05/07/19

Excellent!

Did you get it working?

Best,

Andrée

Tomas Stankus · 05/07/19

The other user logged in again and performed the same steps and transferred ownership to me. It finally worked but don't know why it didn't work the other 5-6 times we tried it.

Thank you for your assistance with this. Have a great day!

Andrée Starå · 05/07/19

Happy to help!

Strange that it didn't work before. Maybe a temporary glitch.

Best,

Andrée

Tranfer of Ownership Issue

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