Adding users to a Smartsheet - closest thing to automation?

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DEW
DEW ✭✭✭✭✭

Is there a way to automate adding someone to a Smartsheet?

I have a long list of tasks and as I add new ones, I want someone to be added so they can maintain it (add status, comment, and completion date). Currently, I have to add them as a new user each and every time something is needed.

Is there a way to automate it? Could I use a form somehow?

I don't mind clicking "approved" for access, but I just want to get out of the user set up/e-mail process.

Answers

  • Wolfram
    Wolfram ✭✭
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    Hi @DEW


    You don't have to add a user. You can just share the sheet. It doesn't automate it but it should make it faster.

    There is an automation called Request an update. However, you would have to provide the email addresses as part of the update.

    You can also right click on a row and select Send Update Request. This way you don't have to give every user access to your entire sheet.