Find owned or managed assets
Start with inventory and ownership signals. Export findings so a manager, project owner, or IT reviewer can confirm the next step.
Access review · Safety
Offboarding review
Prepare a clear Smartsheet access and ownership review before someone leaves a team, changes role, or hands off a project.
Review access before removal
- Check shared sheets and workspaces that may need owner reassignment.
- Identify collaborators who should remain involved.
- Avoid changing access until the business owner approves timing.
Check groups when allowed
Group membership review depends on role permissions. If available, export group membership questions before removing anyone.
Keep a handoff record
Save review exports and use Activity records for approved CrystalSlate write actions.