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How to assign a Free Trail User using corporate email into the Enterprise Smartsheet License
Hi We have an Enterprise License for Smartsheet. Some users have created a free trial for Smartsheet with their company email. I would like to bring in these free trial users and assign them one of the Enterprise Licenses with the company email they used to create the free trial access. Are there any specific steps I need…
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Search for users from group management home page
I would like be able to search for users without having to know which group that they belong to.
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How will the new email OTP login method impact Live Connector?
How will the new email OTP login method impact Live Connector’s 32-bit ODBC connection?
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I have paid upgrading plan from Pro to Business, but the account still in Pro Plan, how to solve it?
Hi everyone, I need help, I have paid upgrading plan from Pro to Business, and i also received the payment invoice on my email that said that i have paid for business plan (screenshot below). But, my account still in Pro Plan (screenshot below), then i still cant use grouping at the report, etc. is there a wrong way? Does…
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Request Access Notification
I provision all projects for our PMO and each project is housed in a Workspace to control access, so, I am the 'owner' for each project in our organization... This setup worked for a time, but now that we're scaling up, I'm receiving access requests for projects almost hourly. Unfortunately, the way we have our project…
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Give Administrators full vision and access to all sheets
I recently contacted support about this and was amazed to find that what I thought would be a simple function doesn't exist. We have had staff leave recently and not so recently and have had requests from senior management to look for data that they may have stored in sheets that they may of owned or shared or transferred…
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Enterprise configuration/implementation resources
I've implemented two enterprise-wide work management solutions from the ground up but never Smartsheet. Is there a learning path or suite of resources to define the decisions and work required to design and configure the system? For example, is there a Smartsheet template to guide you through the decision-making process…
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I can't change or copy a Sheet Name as an admin
Dear All: I am made an admin to Sheets that belong to someome else for different departments. I just noticed that I can copy and paste a Sheet name as an admin in some Sheets, but am unable to do the same with other Sheets. Are there ways for a Sheet owner to restrict that? I am mapping Sheets by using DataMesh for a major…
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Understanding Smartsheet User Profile Discrepancies: Name vs. Email Address in Workspaces and Sheets
Hi all! I've got an issue with Name and Email Address of a Smartsheet User not "linking" (for want of a better word). Please bear with me as I try to explain the problem! :) A Smartsheet user needs to be shared to a workspace. When I searched their name in order to share it with them, it shows me their name as they've…
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Does creating a free user account cause conflicts with sheets already shared?
Hi, My company has the Enterprise plan. Some users have given access to vendors through the sheet itself. As the admin, I would prefer to give those people free accounts and sent them invitations. I've received complaints that things aren't working smoothly like "I can't see the sheet I used to see" and "we were editing in…