Sharing a Sheet

Dawn_ATX

Can I share a sheet to someone outside of my organization WITHOUT them having to create a Smartsheet account?

cbsarge

What if instead of sharing it you publish it? You can publish a sheet as read-only or even give editing abilities.

Dawn_ATX

@cbsarge I think this might work! I'm testing this out now. Stand by!

Dawn_ATX

@cbsarge Nope - this won't work. I'm essentially trying to share a specific sheet with a customer WITHOUT them having to login or create an account. I just tried the publish suggestion and both instances said when they clicked on the link, it was asking them to login. Thank you though.

cbsarge

If you choose "Edit by Anyone - Publish Link" and then select "Available to anyone with the link" it shouldn't ask them to login.

Dawn_ATX

@cbsarge That's what I thought too but with both of my test cases, it asked them to login. :(

cbsarge

Do you Publish settings look like this:

For me that allowed me to open a Chrom Incognito tab and browse to and then edit the sheet without logging in.

Dawn_ATX

@cbsarge Nope - I only have the last 2 options and that is only if I select these 2 options:

We currently have Read Only - HTML disabled.

cbsarge

Hmmmm... as soon as I toggle "Edit by Anyone" to ON it opens the screen I pasted above. If you click on Get Link does it show you a second screen like mine?

Dawn_ATX

@cbsarge It does not. This is what my options are for either one:

cbsarge

Ah - the top one is greyed out. Are you an Admin on your account? If you go to:

Settings - Security Controls - Smartsheet Admin Center

You should be able to enable that option if desired.