Transfer the ownership of a workspace

When there is a transition of responsibilities in your organization, you may need to transfer or take ownership of aworkspaceand all items within it.

---

Transfer ownership of workspaces you own

To transfer ownership of a workspace you own:

1. Browseto the workspace you want to transfer.
2. At the top-right of the workspace, select theSharebutton.
   TheWorkspace Sharingform appears.
   The recipient must be shared to the workspace before you can transfer ownership to them. SeeShare a Workspacefor more information.
3. 在表单中,选择当前共享权限level of the recipient and selectMake Ownerfrom the list.
   Check the checkbox next toGive them ownership of your items in the workspace as wellto transfer items you own in the workspace in addition to transferring the workspace itself.
4. The recipient will receive a notification to alert them of the pending transfer in their notification center and email inbox depending on their personal notification settings. Once the recipient accepts ownership, you will become an Admin on the workspace (as well as on the items you previously owned if you opted to transfer item ownership).
   If the request is declined or is not fulfilled within 7 days, the request will expire. You’ll need to repeat the process to generate a new transfer request

Request to take ownership of a workspace you are shared to

You can request to take ownership of any workspace you’re shared to. If you want to request ownership:

1. Browseto the workspace you want to request ownership of.
2. At the top-right of the workspace, select theSharebutton to open theWorkspace Sharingform.
3. 在表单中,选择当前共享权限level next to your name and chooseOwnerfrom the list.
4. Confirm whether you’d like to also take ownership of the current owner’s Smartsheet items in the workspace as well, then selectSend 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. SeeUse a Group to Send or Share Informationfor more information about Groups.

Additional information

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

• The recipient will not be able to take ownership of the workspace if it will put them over their plan’s total sheet limit or if they are not a licensed user.

• 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 Security Controls for an Enterprise Plan

• To take ownership of a workspace from somebody who is no longer available, their System Admin should delete them and transfer ownership of all their Smartsheet items to an active user. SeeAdmin Center: Add, Edit, and Delete Individual users with User Managementfor more information. If needed, the new owner can then transfer ownership of the specific workspace to you.