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Adding Resource for Resource View
Hi,
I want to use the resource views being a project manager. How can I add colleagues who are testing smartsheets already. I get a system error when I try to add them with ther Firs, Lastname and EMailaddress. Also ztried to import all colleagues from our organisation with a CSV file but this doesn´t work.
Thanks for your help,
Franziskus
Comments
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Hi - could you show us a screenshot of the error you are receiving?
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Thanks for your feedback! pls see attached,
cheers,
Franziskus
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Thanks for the screenshot. If the user has aleady had their free trial and it expired, then you cannot add them to your trial account (because they already had a trial). If you upgrade to a multiuser paid plan, you will be able to add them to your account.
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It was a trial user but will only be a colaborator. What I need is a resource view over the collaborators.
Thanks for info,
Franziskus
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Hi Franziskus - resource views are available to members of your team. By upgrading to a team plan, you will have the ability add that user to your account and track them using resource management. If you have any questions about the upgrade process, contact sales@smartsheet.com
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