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Thanks Paul, this worked! 🙌
It’s not as visually appealing as before, but it definitely solves the need for clickable links.

This is how it looked before:

This is how it looks now:

Hi @Darren Mullen

I'm sorry to hear that your experience contacting Smartsheet has been frustrating; I'm happy to help jump in and clarify.

It sounds like your current plan is at it's renewal time in 2025, so it's time to transition from Legacy to the new User Subscription Model (USM). This article has more information: Prepare for your plan's migration to the User Subscription Model

In your case, I understand you had paid for 3 licenses under the Legacy plan. However with USM, you may need 4 Members if there was a fourth user taking Member-actions within your plan, or it may be that the account is renewing for the same cost, which could provide you with an additional Member!

Once you have transitioned you will be able to directly manage users and remove/add seat types as necessary.

If you don't want the fourth Member, please continue to follow up with the Finance team (identifying the 3 emails you want to be Members) and they can provide instructions specific to your account/plan on how to maintain only 3 moving forward.

Thank you for letting us know of your concerns!

Genevieve

Thank Isaac, this is helpful. I do think it's worth the restructuring of the workspaces to utilize File Library. Appreciate your feedback!

Agree with prior posts that not having the ability to include the summary information in the reporting is… well, BONKERS. Now, all the useres need a patchy-patchy solution to deliver. For me, I export to MS Excel, run the summary there and generate my reporting from there and in a third party platform—it is a shame.

Be Better SmartSheet

@Joseph Aloysias - vSaaS Global Thank you. This is exactly what I needed to make this work.