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How do I provide a colleague rights to edit a webform?
Comments
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Jennifer,
Is he a licensed Admin?
TIm
http://help.smartsheet.com/articles/522221-using-web-forms
Web forms can be created and configured by the sheet owner and licensed collaborators with Admin access to the sheet. With this permission level, you can generate a link to the form (which can be entered into a browser's address bar) or iFrame code to embed it into a website using HTML - then anyone can fill it out.
NOTE: During a 30-day free trial, you can create, preview, and test web forms, but aren't able to generate a public URL or embed code. These options are only available on web forms owned by licensed users.
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I guess I'm not sure if he's a licensed user? (Or even if I am?) How could I access a list of my company's licensed users? Thanks for your help!
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Check with your system Admin for your account or with SS support. If you can create, delete or rename sheets, you're a Licensed User. If you can't create or delete sheets, you may have just been shared a sheet as an Admin and are a non-licensed Admin for that sheet only.
Hope that helps.
http://help.smartsheet.com/articles/1155182-sharing-permission-levels
Admin:
- All functions available to Editors
- Insert, rename & delete columns, change column properties (licensed Admins only)
- Move columns within the sheet (licensed Admins only)
- Hide/unhide columns (licensed Admins only)
- Lock/unlock columns & rows
- Edit cells in locked columns/rows
- Set notifications and reminders for others
- Edit conditional formatting rules
- Create & manage web forms (licensed Admins only)
- Enable dependencies on a project sheet:
- If all required columns (start, end, duration, predecessors) already exist in the sheet, both licensed and non-licensed Admins can enable dependencies.
- If the sheet doesn't contain a required column, only a licensed Admin is able to enable dependencies as doing so will require Smartsheet to insert new columns.
- Edit dependency settings
- Publish the sheet
NOTE: Some features listed above are only available to licensed Admins - meaning the Admin must either have their own paid subscription to Smartsheet or be designated as a Licensed User on a multi-user Team or Enterprise plan (Learn more about Managing Users on a Team/Enterprise plan). -
You can check the number of users per account by going to ACCOUNT > PLAN & BILLING INFO. Also below that PLAN & BILLING INFO is USER MANAGEMENT which will show you the list of individual emails associated with users an Admin has invited to the account.
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