Transfer a config

APPLIES TO

  • Smartsheet Advance Package

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

RELATED CAPABILITIES

Who can use this capability?

  • Owner

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

 You can transfer your DataMesh config so someone else on your team can manage it.

Transfer a DataMesh configuration

APPLIES TO

  • Smartsheet Advance Package

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

RELATED CAPABILITIES

Who can use this capability?

  • Owner

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

DataMesh Config ownership requirements

The new owner must: 

  • Be a user on your Smartsheet plan and have signed in to the DataMesh application (datamesh.smartsheet.com) 
  • Have Admin-level sharing permissions or higher on both the source and target sheets

 

Transfer the configuration

  1. Select the Transfer icon on the right of the DataMesh window.
     

    DataMesh transfer arrows pointing in opposite directions


     

  2. Type the email address associated with the Smartsheet account that you want to transfer your configuration to.
  3. The recipient receives an email notification asking them to sign in to DataMesh and accept the transfer.

Once they sign in to DataMesh and accept the transfer, they become the new owner of the configuration.