Smartsheet policy for your organization?
Asking this again since the thread I found did not have many responses - has anyone written a Policy & Procedure for your organization for rules around using Smartsheet?
Looking to cover:
- User management- who gets licenses/levels of access for different staff
- Storing work in designated workspaces
- Sharing/publishing outside the organization
Any samples or suggestions you would be willing to share would be great, thanks!
Answers
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Hello @Sarah Dobson
Thank you for your post! I understand that you are looking for a policy & procedure for an organization with regards to using Smartsheet. I'm providing the following links below with regards to the topics you are looking to cover for I thought this may help with creating a Policy & Procedure for your organization.
- User management- who gets licenses/levels of access for different staff
- Account-Level User Types for Business and Enterprise Plans
- User Types and Permissions
- Storing work in designated workspaces
- Workspaces Overview
- Share a Workspace
- Manage Items in a Workspace
- Apply Colors and Logo Branding to a Workspace
- Transfer Ownership of a Workspace
- Sharing/publishing outside the organization
- Share Sheets, Reports, and Dashboards
- Sharing Permission Levels
- Publish a Sheet, Report, or Dashboard
Hope these resources help! Cheers~
Krissia