Proofing in the User Subscription Model

Alejandra C

Does proofing trigger a provisional member?

Georgie

Hi @Alejandra C,

This will depend on how users are accessing proofs. 

If users are accessing proofing within a sheet (if they’re shared to the sheet), they will need the following permissions/user types to take actions:

• To be able to view the proof, but not comment on it, a user will need to:
  • Be at least a Viewer in the User Subscription Model (USM)
  • Have Viewer permission on the sheet
• To be able to comment and annotate on the proof, a user will need to:
  • Be either a Guest or Member on USM depending on if they're an internal user, part of your company or not (take a look here for more information)
  • Have Commenter or above permission on the sheet

That is, if users are on the same plan, are shared to the sheet, and want to comment/annotate on the proof, they’ll be made a provisional member.

If users are accessing a proof externally, and don’t have access to the sheet, there’s no USM involvement - users won’t be made provisional members. They are external users with no access to the Smartsheet asset. 

For more information about sharing proofs for review externally, take a look here.

Hope that helps!

Georgie