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Login or Views as (user)

It would be very helpful for admins to be able to experience what a user in their organization sees when they login to Smartsheet. This would be helpful for testing as well as troubleshooting.

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  • Erin Horiuchi Green
    Erin Horiuchi Green ✭✭✭✭✭
    edited 6:34PM

    @mclaugch Not in Smartsheet, but, in another system we have no visibility to ghost in as the End User.

    Instead we have a robust process that manages Roles and Access.

    In Smartsheet, we leverage the Group Management and API's to automate End User access which is all internal employees at this time.

    Using a Python/SQL script, we can pull the metadata into an XLSX on SharePoint. Smartsheet Data Shuttle imports the metadata into a Data Table then connection to a Grid. Requires creating a Primary Key so that the Data Table identifies row additions, deletions and changes.

    The reason that we do not just navigate straight from Data Shuttle Import for the Grid connection is because the API lacks the ability to capture metadata at the "List Row" level as it does for "List Column".

    Then, we can generate Sheet Summary and Report Metrics to build a Dashboard for transparency and change events.

    Erin Horiuchi Green, MBA, LSSYB, PSMI
    Process Manager
    Syneos Health

    Please kindly like ❤️, upvote ⬆️ and/or mark ✅ any of my contributions that have provided value.

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