Transfer Owner permissions of a workspace

When responsibilities transition in your organization, you may need to transfer or take Owner permissions of a workspace and all items within it.

Transfer Owner permissions of workspaces

1. Browse to the workspace you want to transfer.

2. At the top-right of the workspace, select the Share button. The Build this solution with your team form appears.

   The recipient must be shared to the workspace before you can transfer Owner permissions to them. Learn more about sharing workspaces.

3. In the form, select the recipient's current sharing permission level and select Make Owner from the list.
    

   Check the checkbox next to Give them ownership of your items in the workspace as well to transfer items in the workspace besides transferring the workspace itself.

Depending on their personal notification settings, the recipient will receive a notification in their notification center and email inbox to alert them of the pending transfer.

Once the recipient accepts the Owner permissions, you'll become an Admin on the workspace, as well as on the items for which you previously held Owner permissions if you chose to transfer them.

If the request is declined or isn't fulfilled within seven days, it will expire. You'll need to repeat the process to generate a new transfer request.

Request Owner permissions of a workspace you're shared to

You can request to take Owner permissions of any workspace you’re shared to. To do so:

1. Browse to the workspace you want to request Owner permissions for.
2. At the top-right of the workspace, select the Share button to open the Build this solution with your team form.
3. In the form, select the current sharing permission level next to your name and choose Owner from the list.
4. Confirm whether you'd like also get Owner permissions from the current Owner’s Smartsheet items in the workspace as well. Then, select Send Transfer Request.

An email is sent to the current Owner with a link to approve the transfer request.

If you don’t see your name in the list of collaborators that are shared to the workspace, then you may be shared to the workspace through a Contact Group instead of shared as a user. In this case, reach out directly to the workspace owner instead. See Use a Group to Send or Share Information for more information about Groups.

Additional information

When you transfer Owner permissions of a workspace, keep the following in mind:

• If there are shared users outside of the recipient’s approved domain sharing list, they will continue to have access to the workspace. Information about approved domain sharing can be found here: Configure a safe sharing policy 
• To take Owner permissions of a workspace from somebody who's no longer available, their System Admin should delete them and transfer Owner permissions of all their Smartsheet items to an active user. See Admin Center: Add, edit, or deactivate users for more information. If needed, the new Owner can then transfer Owner permissions of the specific workspace to you.