Who can use this capability
System Admins on Business and Enterprise accounts can bulk transfer sheets, reports, and dashboards between licensed users.
Transfer all items for a single user to a new owner
You can transfer all sheets, reports, and dashboards owned by a licensed user.
To selectively transfer certain items, use the steps in the Selectively transfer items in bulk section.
- Select your account image in the lower-left corner of the Smartsheet window and select Admin Center.
- Select Manage Users in the Total Users panel beneath Account Summary.
- Select More to the far right of the person whose items you want to transfer and select Transfer Owned Items.
Tip: Select Download User Access Report to see all items owned by a user.
- Select the person you want to transfer items to and then select Transfer.
This process creates a new folder containing all the transferred items. The new owner can find the items in a folder labeled Transferred 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 to deactivate the previous owner’s account.