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Removing Users and Transferring Ownership
I'm a new Smartsheet user and I need to remove 7 licensed users from our account and transfer ownership of about 200 sheets. I've downloaded the user access summary sheet and I see the name of the sheets they own, but I cannot tell where the sheet is located. We have may thousands of sheets in our account to sort through and ithout looking at a particular sheet I cannot tell what it's for. Is there a best practice way to remove users and transfer ownership of sheets or should I be using a different report to view ownership of sheets?
Thank you.
Comments
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Stephanie Taylor ✭✭✭✭✭✭If you go into the Use Management under your Account, right click on the box next to the licensed users name. You can transfer the sheets they owned to another licensed user all at one time.
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Travis EmployeeStephanie is correct! Here is a Help Center article on bulk transferring sheets:http://help.smartsheet.com/customer/portal/articles/520103-changing-the-sheet-owner#bulk
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Thanks Stephanie and Travis! One other question, we need to look at their sheets to see if they are private sheets or within a workspace. Is there a way to get a link to all their sheets? The user access summary sheet lists the name of the sheet they own, but no link or info about where it can be found. Do I have to search for the name of each sheet to find it?
Thanks!
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Stephanie Taylor ✭✭✭✭✭✭
If you can't see the sheet in your home page that means that it isn't shared with you. Once you take ownership of the sheets you will be able to see if they are in a workspace or an individual sheet.
Categories
You are close, your syntax is just off by a bit.<\/p>
=IF(OR(Name@row = \"AB\", Name@row = \"CD\"), [Number1]@row, SUM([Number2]@row:[Number5]@row))<\/p>"}]}},"status":{"statusID":3,"name":"Accepted","state":"closed","recordType":"discussion","recordSubType":"question"},"bookmarked":false,"unread":false,"category":{"categoryID":322,"name":"Formulas and Functions","url":"https:\/\/community.smartsheet.com\/categories\/formulas-and-functions","allowedDiscussionTypes":[]},"reactions":[{"tagID":3,"urlcode":"Promote","name":"Promote","class":"Positive","hasReacted":false,"reactionValue":5,"count":0},{"tagID":5,"urlcode":"Insightful","name":"Insightful","class":"Positive","hasReacted":false,"reactionValue":1,"count":0},{"tagID":11,"urlcode":"Up","name":"Vote Up","class":"Positive","hasReacted":false,"reactionValue":1,"count":0},{"tagID":13,"urlcode":"Awesome","name":"Awesome","class":"Positive","hasReacted":false,"reactionValue":1,"count":0}],"tags":[{"tagID":254,"urlcode":"Formulas","name":"Formulas"}]},{"discussionID":108545,"type":"question","name":"If, Index & Collect Formula issues","excerpt":"I have an issue with my current If, Index, and Collect formula. I have two sheets. One for data collection, and another for the Reviewer's Agency, Schedule, and Email address. I want to automate this process where if I have a TFD C shift, the Reviewers email address will be added into the data collection sheet. Here's my…","snippet":"I have an issue with my current If, Index, and Collect formula. I have two sheets. One for data collection, and another for the Reviewer's Agency, Schedule, and Email address. I…","categoryID":322,"dateInserted":"2023-08-04T16:47:48+00:00","dateUpdated":null,"dateLastComment":"2023-08-04T21:01:33+00:00","insertUserID":134622,"insertUser":{"userID":134622,"name":"Office of the Medical Director","url":"https:\/\/community.smartsheet.com\/profile\/Office%20of%20the%20Medical%20Director","photoUrl":"https:\/\/us.v-cdn.net\/6031209\/uploads\/defaultavatar\/nWRMFRX6I99I6.jpg","dateLastActive":"2023-08-04T21:09:04+00:00","banned":0,"punished":0,"private":false,"label":"✭✭✭✭"},"updateUserID":null,"lastUserID":134622,"lastUser":{"userID":134622,"name":"Office of the Medical Director","url":"https:\/\/community.smartsheet.com\/profile\/Office%20of%20the%20Medical%20Director","photoUrl":"https:\/\/us.v-cdn.net\/6031209\/uploads\/defaultavatar\/nWRMFRX6I99I6.jpg","dateLastActive":"2023-08-04T21:09:04+00:00","banned":0,"punished":0,"private":false,"label":"✭✭✭✭"},"pinned":false,"pinLocation":null,"closed":false,"sink":false,"countComments":5,"countViews":46,"score":null,"hot":3382353561,"url":"https:\/\/community.smartsheet.com\/discussion\/108545\/if-index-collect-formula-issues","canonicalUrl":"https:\/\/community.smartsheet.com\/discussion\/108545\/if-index-collect-formula-issues","format":"Rich","tagIDs":[254],"lastPost":{"discussionID":108545,"commentID":389049,"name":"Re: If, Index & Collect Formula issues","url":"https:\/\/community.smartsheet.com\/discussion\/comment\/389049#Comment_389049","dateInserted":"2023-08-04T21:01:33+00:00","insertUserID":134622,"insertUser":{"userID":134622,"name":"Office of the Medical Director","url":"https:\/\/community.smartsheet.com\/profile\/Office%20of%20the%20Medical%20Director","photoUrl":"https:\/\/us.v-cdn.net\/6031209\/uploads\/defaultavatar\/nWRMFRX6I99I6.jpg","dateLastActive":"2023-08-04T21:09:04+00:00","banned":0,"punished":0,"private":false,"label":"✭✭✭✭"}},"breadcrumbs":[{"name":"Home","url":"https:\/\/community.smartsheet.com\/"},{"name":"Get Help","url":"https:\/\/community.smartsheet.com\/categories\/get-help"},{"name":"Formulas and Functions","url":"https:\/\/community.smartsheet.com\/categories\/formulas-and-functions"}],"groupID":null,"statusID":3,"image":{"url":"https:\/\/us.v-cdn.net\/6031209\/uploads\/K7YSB4ZJ9B09\/image.png","urlSrcSet":{"10":"","300":"","800":"","1200":"","1600":""},"alt":"image.png"},"attributes":{"question":{"status":"accepted","dateAccepted":"2023-08-04T21:01:11+00:00","dateAnswered":"2023-08-04T19:31:13+00:00","acceptedAnswers":[{"commentID":389035,"body":"
Try an INDEX\/COLLECT instead.<\/p>
=INDEX(COLLECT({Contact Column}, {Agency Column}, @cell = Agency@row, {Schedule Column}, @cell = Schedule@row), 1)<\/p>"}]}},"status":{"statusID":3,"name":"Accepted","state":"closed","recordType":"discussion","recordSubType":"question"},"bookmarked":false,"unread":false,"category":{"categoryID":322,"name":"Formulas and Functions","url":"https:\/\/community.smartsheet.com\/categories\/formulas-and-functions","allowedDiscussionTypes":[]},"reactions":[{"tagID":3,"urlcode":"Promote","name":"Promote","class":"Positive","hasReacted":false,"reactionValue":5,"count":0},{"tagID":5,"urlcode":"Insightful","name":"Insightful","class":"Positive","hasReacted":false,"reactionValue":1,"count":0},{"tagID":11,"urlcode":"Up","name":"Vote Up","class":"Positive","hasReacted":false,"reactionValue":1,"count":0},{"tagID":13,"urlcode":"Awesome","name":"Awesome","class":"Positive","hasReacted":false,"reactionValue":1,"count":0}],"tags":[{"tagID":254,"urlcode":"Formulas","name":"Formulas"}]}],"initialPaging":{"nextURL":"https:\/\/community.smartsheet.com\/api\/v2\/discussions?page=2&includeChildCategories=1&type%5B0%5D=Question&excludeHiddenCategories=1&siteSectionID=0&sort=-hot&limit=3&expand%5B0%5D=all&expand%5B1%5D=-body&expand%5B2%5D=insertUser&expand%5B3%5D=lastUser&status=accepted","prevURL":null,"currentPage":1,"total":10000,"limit":3},"title":"Trending Posts","subtitle":null,"description":null,"noCheckboxes":true,"containerOptions":[],"discussionOptions":[]}">
