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Hi @Laura Bartlett

For #2, this is due to privacy settings.

If these users don't have a Smartsheet account, your workflow settings need to be set to Unrestricted to allow emails to come from the sheet and go to any email address. Here's an article with more information: Recipient doesn't receive workflow notifications

As Paul noted, "Users in the same account as the sheet owner" mean that they need to be Members of your Smartsheet plan (unlicensed or licensed - either or). This means they would need a Smartsheet account and to be added to your plan (see here). If they don't have an account at all, then Unrestricted is the level of permission needed. Does that make sense?

Cheers,

Genevieve

Hi,

I hope you're well and safe!

I agree, and in the meantime, here's a possible workaround.

I'd recommend the fantastic add-on, which makes this possible/easier (+ many other features).
SSFeatures from the brilliant Nathan. @SSFeatures

Would that work/help?

I hope that helps!

Be safe, and have a fantastic day!

Best,

Andrée Starå | Smartsheet Expert Consultant & Partner / CEO @ WORK BOLD

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Thanks Georgie - I had followed all of the guidance in the article previously and it worked fine, but then the toggles weren't even appearing.

I did raise a ticket and all seems to be working fine now so was hopefully just a glitch.

Thanks for your response :)

Hi @Gemma P,

Your user does not need viewer permissions for that automation to be setup. You just need to adjust the permissions for the automation. Your selection should be either "Limited" because it includes users in the same account as the sheet owner, or "Unrestricted" because it includes any user shared to the sheet.

However, the link to the sheet will always appear on the email. If they don't have access to the sheet, they won't be able to view it. They can click to request access, but you don't have to grant it.

All the best,
-Ray

Thanks, are you able to get an update on this, see if it's something that's still being investigated and want the plans/timeline are for it to be fixed.