Sign in to join the conversation:
Hello,
I am about to license a user that is been on the trial version. This user has some stuff created on the site. Once I license the user... will her stuff port over as well or will the user need to re-do all?
Thanks
Once you convert their trial into a license, all of the items they own will remain in their account. They won't have to recreate anything.
Note that once you add them to your account, their account and all of their items can be managed by you. (I'm assuming that you're a system admin on your account.) Details on different management options can be found here: https://help.smartsheet.com/articles/795920-managing-users-multiuser-plans-
Has anyone found a workaround for sharing Smartsheet reports externally without giving access to internal data? I currently have to download the data and transfer it onto excel to create a pivot table for our client and I want to find an easier way to do so. I also already create a dashboard for our client, but I wanted…
Hello team! Hope you all are having a wonderful holiday season. I am trying to set up an automation that will send an email reminder one time when Next Update Date = 60 days, then another automation at 30d, etc. The key is I only want it to send the reminder one time when Next Update threshold is reached. Is this possible?…
I have an automation setup to escalate to managers when a step goes beyond 2 days. I have that titled as Escalation for Purchasing, Escalation for Planning, etc. In my trial run, 3 out of 6 showed up as Reminder: New part number request log ( this is the name of the sheet) The only thing we could see was that the ones that…