Applies to

Smartsheet
  • Business
  • Enterprise

Capabilities

Who can use this capability

System AdminsonBusinessandEnterpriseaccounts can bulk transfer sheets, reports, and dashboards between licensed users.

Transfer all items for a single user to a new owner

PLANS

  • Business
  • Enterprise

Permissions

System AdminsonBusinessandEnterpriseaccounts can bulk transfer sheets, reports, and dashboards between licensed users.

You can transfer all sheets, reports, and dashboards owned by a licensed user.

To selectively transfer certain items, use the steps in theSelectively transfer items in bulksection.

  1. Select your account image in the lower-left corner of the Smartsheet window and selectAdmin Center.
  2. SelectManage Usersin theTotal Userspanel beneathAccount Summary.
  3. SelectMoreMore icon in column header最右边的项目y的那个人ou want to transfer and selectTransfer Owned Items.
    Tip:SelectDownload User Access Reportto see all items owned by a user.
  4. Select the person you want to transfer items to and then selectTransfer.

This process creates a new folder containing all the transferred items. The new owner can find the items in a folder labeledTransferred from [email address of previous owner].

After the transfer, the original owner retains Admin permissions on the items; the new owner receives Owner permissions. All other shared collaborators remain shared and retain their sharing permissions.

There may be a discrepancy between items identified for transfer and how many are actually transferred when the process is complete. If the Items are in a Workspace where multiple users have Admin Sharing Permissions, the items won’t be transferred.

When you finish transferring the items, you may want todeactivate the previous owner’s account.

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