Transfer ownership of a WorkApp

You may build WorkApps for your collaborators, but if you’re not the final owner responsible for maintaining them, you can transfer the WorkApp to another owner.

Who can use this?

Plans:

  • Smartsheet
  • Enterprise
  • Smartsheet Advance Package

Transfer a WorkApp

  1. Go to the WorkApps home page (https://workapps.smartsheet.com/).
  2. Use the filter dropdown to open all WorkApps Owned by you.

  3. Open the WorkApp you want to transfer to someone else.

    Owned by you WorkApps
  4. On the left panel, select Edit app. The WorkApp opens in a new tab.
  5. In the top-right corner of the screen, select the gear icon for App Settings.
  6. Select Transfer app ownership.
Transfer WorkApp ownership
  1. Under New Owner, enter the new owner’s name or email address. 
  2. Select Next.
  3. Review the list of sheets, dashboards, or reports that the new Owner now has Admin access to, as they need to own and maintain them for this WorkApp. 
  4. Select the checkbox next to I acknowledge that the new owner will gain Admin access to all content above.
  5. Select Send Transfer Request. 

The new owner receives a notification via email. They have 14 days to accept or decline the request. You get via email when the new owner accepts or rejects the request.

Pending requests

You should change the recipient of a transfer request or cancel the transfer entirely. 

To stop a transfer request:

  1. Follow the steps 1 through 6 under Transfer a WorkApp section above. 
  2. Select Stop transfer. 
Stop transfer ownership WorkApp
  1. Confirm Stop ownership transfer when prompted. 
Confirm stop transfer ownership WorkApp

 

Add items to your WorkApp while a transfer is pending

Adding items (sheets, dashboards, or reports) to the WorkApp while a request is pending automatically cancels the transfer request. 

File a new transfer request when you finish making your changes.

Accept ownership of a transferred WorkApp

When someone transfers a WorkApp to you, you receive an email with instructions on accepting or declining the transfer. If you take no action for 14 days, the request expires.

To complete the transfer 

Open the notification email and do one of the following:

  • Accept the transfer request. 

    The original owner receives notification that you accepted the transfer. They also get an email with a link to the WorkApp.

  • Decline the transfer request. 

    The original owner receives notification that you declined the request. 

After you accept the request, you may need to update role permissions inside the app for the original WorkApp owner. 

WorkApp transfer notes

  • You can transfer an app whose status is draft or live. 
  • Adding items (sheets, dashboards, or reports) to the WorkApp while a request is pending automatically cancels the transfer request.
  • You can transfer or accept a transfer from a desktop or tablet. The mobile app doesn't have a transfer function. 
  • End users don’t receive a notification when the WorkApp owner changes.
  • When you take ownership of the app, ensure all pages (reports, dashboards, and web content) appear as expected for your end users. Your permissions may differ from those of the previous owner, so your view may also vary.

Request ownership transfer

If you can’t manually transfer a WorkApp, it might be because the person who owns it has left the company, and their credentials are no longer valid. 

You need to contact Smartsheet support to make the transfer.

Before you make the request

To expedite the WorkApp transfer process, ensure the desired new owner has Owner or Admin permissions to all the Smartsheet items (sheets, reports, and dashboards) included as pages in the WorkApp.

To request an ownership transfer

Visit the Smartsheet Support contact page and select Get Help with product or technical issues. 

  1. Describe your request in the search bar to get assistance from our AI chatbot. 
  2. Type in Technical Support when asked about what kind of issue you’re facing. The AI chatbot asks you to provide additional details for your case. 
  3. Provide the following details to the chatbot to ensure timely processing of your request: 
    • Email address of the current owner (same as the email address used to log in to Smartsheet).
    • Email address of the new owner (same as the email address used to log in to Smartsheet). The new owner must be part of an Enterprise plan. 
    • The URLs of the WorkApps you want to transfer. You can also indicate if you want all WorkApps owned by the current owner transferred to the new owner. 
  4. A Support specialist responds to your request and helps you complete the ownership transfer.