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Collaboration between two client who both use SmartSheet

03/31/17 Edited 12/09/19

Looking for suggestions / best practices to make the most of SmartSheet with an important client who is ALSO a huge SmartSheet user. First step they requested is a simple file repository - will grow from there...

Comments

  • I recommend that you create a client workspace so that you can set you can set your permissions for all of the various files

     

    With clients, I typically set them up with View permissions only for sheets I design for them.  They can then save those sheets to a new filename and even invite me to help with related work.  However by using the View permission on the initial sheet keeps it from getting inadvertently messed up.  On that note, make sure you lock every column with a Formula!

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