Assign New Users to Groups

Ramsay Zaki

Submitted to Support as a feature Request but figured I'd post here too in case anyone else has thoughts on this...

Whenever I create a new user and try to immediately assign them to a group, it doesn't allow me to because that user is not yet active. The user will become active the first time they log in but then that means when they do log in for the first time, they will not see the Workgroup I have assigned the group I want them to be a member of. It would be much more user friendly if I could immediately assign them to a group so that the first time they log in they see all the information they are intended to see.

Shaine Greenwood

Hi Ramsay,

I'm not sure I'm following you. Groups don't need to consist of people in your account, but we do need to have a verified Smartsheet account.

Are these people that didn't previously have a Smartsheet account before you invited them to your team?

I believe that you can add any email address to a group: https://help.smartsheet.com/articles/1554165-managing-groups-team-business-enterprise-