Smartsheet Policy for your Company?
Has anyone written a Policy & Procedure for your company for rules around using Smartsheet?
I'm working on one now and don't want to reinvent the wheel (If anyone is willing to share) - and would take any suggestions of anything you recommend I include in our policy.
Off the top of my head, I'm thinking we need to cover:
- Who gets licenses/ approvals required for licenses
- All work must be stored in a Workspace - no files in the "Sheets" folder
- All Workspaces must be shared with the System Admin group.
- Used for business purposes only
- Sharing outside of the company
- Publishing sheets
- Including PHI/PII in sheets (We do have a HIPAA secure account)
I'd welcome any suggestions and/or samples if you're willing to share :-)
Thanks!
Comments
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Hi MCorbin,
I'd recommend looking through these community posts to see if you find anything that fits what you're looking for: https://community.smartsheet.com/search/smartsheet?keywords=best+practices
Also, here's a couple of articles on security features related to sharing and publishing that can be implemented at the account level by a System Admin:
- Security Controls for an Enterprise Plan: https://help.smartsheet.com/articles/855284-security-controls-enterprise-only
- Global Account Settings: https://help.smartsheet.com/articles/1159581-global-account-settings-team-business-enterprise
I hope this helps!
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