Contacts within a Business License
Can anyone explain how contacts work on a shared/collaborative sheet within a Business license? For example, is the contact creator the only one who can make an update or delete the contact within that shared sheet? I'm trying to understand how this all works.
Thanks, Karen
Best Answer
-
Hi @kgeraght
With a Business license, several users can work together on a sheet at the same time.
The permissions for each user are decided by either the person who owns the sheet or an administrator.
The sheet owner or users with administrative rights can decide who has the ability to change, remove, or include contacts on a sheet.
These permissions can be adjusted through the Sharing settings of the sheet.
Usually, users who can edit the sheet can also adjust contacts—they can add, change, or remove them. However, the sheet owner or administrator can limit this ability if needed
Hope this helps - Happy to help further!!
Thank you very much and have a great one!
Warm regards
Huma
Community Leader
Answers
-
Hi @kgeraght
With a Business license, several users can work together on a sheet at the same time.
The permissions for each user are decided by either the person who owns the sheet or an administrator.
The sheet owner or users with administrative rights can decide who has the ability to change, remove, or include contacts on a sheet.
These permissions can be adjusted through the Sharing settings of the sheet.
Usually, users who can edit the sheet can also adjust contacts—they can add, change, or remove them. However, the sheet owner or administrator can limit this ability if needed
Hope this helps - Happy to help further!!
Thank you very much and have a great one!
Warm regards
Huma
Community Leader
-
Thanks, this was helpful! The Sharing settings are accessed through the Share button on the top right, correct?
-
Correct! 🙂
Here's more information:
Categories
- All Categories
- 14 Welcome to the Community
- Smartsheet Customer Resources
- 63K Get Help
- 380 Global Discussions
- 212 Industry Talk
- 442 Announcements
- 4.6K Ideas & Feature Requests
- 140 Brandfolder
- 129 Just for fun
- 130 Community Job Board
- 449 Show & Tell
- 30 Member Spotlight
- 1 SmartStories
- 305 Events
- 34 Webinars
- 7.3K Forum Archives