How to send an Update Request to a non-shared sheet user

John M Lee
John M Lee โœญโœญโœญ
edited 12/09/19 in Smartsheet Basics

Long story short: How do I request an update to someone who does not have access to the source sheet?

Facts:ย  We have a business development pipeline sheet that is owned and maintained by the implementation team.ย  We add a new row with each opportunity and have a column of Contact that lists all of our sales people.ย  We have a date of initial contact column.ย  The sales people do not have access to the sheet.

Set-up:ย  I have an Update Request alert that is to be sent to the salesperson in the Contact column every 2 weeks.ย ย ย We just want them to tell us the status of the account.ย ย 

Issue:ย  The first alert was to be sent to the sales team but instead I received an email saying they were not being notified because they weren't shared to the sheet and my permissions were too restrictive.

Update Request.JPG

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