Smartsheet policy for your organization?

Sarah Dobson

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!

Krissia B.

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