Applies to

Resource Management

For more information about plan types and included capabilities, see the Smartsheet Plans page.

Capabilities

Who can use this capability

You must be an Administrator on Resource Management to change the account owner or to become an account owner.

Find out if this capability is included in Smartsheet Regions or Smartsheet Gov.

Change your Resource Management account owner

PLANS

  • Resource Management

For more information about plan types and included capabilities, see the Smartsheet Plans page.

Permissions

You must be an Administrator on Resource Management to change the account owner or to become an account owner.

Find out if this capability is included in Smartsheet Regions or Smartsheet Gov.

Check permissions for the new owner

The new account owner must be a licensed Resourcing Administrator.

  1. Log into rm.smartsheet.com.
  2. On the top right, select Settings > Account Settings. 
  3. Select People from the left menu. 
  4. Find the person you want to set as the new owner. If they are not a Resourcing Administrator, select the role dropdown and then select Resourcing Administrator. 
  5. Select Save. 

Change the Account Owner

  1. On the top right, select Settings > Account Settings. 
  2. In the General section, under Account Owner, select a new owner from the dropdown. 
  3. At the bottom of the screen, select Save.

 

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