Sharing a smartsheet with a customer

Hi, I'm trying to share a smartsheet to a group including my customer. For some reason that customer is having a difficult time. I have to keep sharing with them every time they want to access it. I've created a separate workspace so there are not permission issues but that did not work either. The customer did create an account and log in so I'm at a loss as to what to try now. All other users are not having issues accessing the sheet.

Answers

  • Andrée Starå
    Andrée Starå ✭✭✭✭✭✭

    Hi @markolot

    I hope you're well and safe!

    What happens when they try to access it? Do they get any error messages?

    Can you describe your process in more detail and maybe share the sheet(s)/copies of the sheet(s) or some screenshots? (Delete/replace any confidential/sensitive information before sharing) That would make it easier to help. (share too, [email protected])

    I hope that helps!

    Be safe and have a fantastic week!

    Best,

    Andrée Starå | Workflow Consultant / CEO @ WORK BOLD

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