Sharing and Permissions Trouble
I am having some trouble allowing a free (unlicensed) user to edit a Smartsheet. I am a paying licensed member and have shared a sheet with a client and have made them an editor. As far as I can tell, none of the columns or rows of the spreadsheet are locked. When they open the sheet, it shows read only. They are unable to make any edits.
I have tried to delete them and add them again with no luck. What am I missing here? As far as I can tell from reading the permissions documentation, they should be able to edit the sheet as a free user as long as I have them setup as an editor.
Thanks!
Best Answer
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Hi @George C
I hope you're well and safe!
Are you on the Pro Plan?
Sheets owned by Pro Plan users can only be edited by licensed users within that account.
Did that work/help?
I hope that helps!
Be safe and have a fantastic weekend!
Best,
Andrée Starå | Workflow Consultant / CEO @ WORK BOLD
✅Did my post(s) help or answer your question or solve your problem? Please support the Community by marking it Insightful/Vote Up or/and as the accepted answer. It will make it easier for others to find a solution or help to answer!
SMARTSHEET EXPERT CONSULTANT & PARTNER
Andrée Starå | Workflow Consultant / CEO @ WORK BOLD
W: www.workbold.com | E:andree@workbold.com | P: +46 (0) - 72 - 510 99 35
Feel free to contact me for help with Smartsheet, integrations, general workflow advice, or anything else.
Answers
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Have you confirmed what login they are using to access Smartsheet? Sometimes, I have found that when I share a sheet with someone so they can edit, it turns out that they are logging in under a different email address than the one I used to share the sheet with them. This is sometimes a problem if they haven't linked their different emails within their personal settings. Perhaps they have two profiles without realizing it? Just a thought and something to check on. But yes, as long as you have shared a sheet to them with edit rights they should be able to work in the sheet.
Smartsheet Overachievers Alumni
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Hi @George C
I hope you're well and safe!
Are you on the Pro Plan?
Sheets owned by Pro Plan users can only be edited by licensed users within that account.
Did that work/help?
I hope that helps!
Be safe and have a fantastic weekend!
Best,
Andrée Starå | Workflow Consultant / CEO @ WORK BOLD
✅Did my post(s) help or answer your question or solve your problem? Please support the Community by marking it Insightful/Vote Up or/and as the accepted answer. It will make it easier for others to find a solution or help to answer!
SMARTSHEET EXPERT CONSULTANT & PARTNER
Andrée Starå | Workflow Consultant / CEO @ WORK BOLD
W: www.workbold.com | E:andree@workbold.com | P: +46 (0) - 72 - 510 99 35
Feel free to contact me for help with Smartsheet, integrations, general workflow advice, or anything else.
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Thanks! I think the pro plan is my issue! I wasn't able to find this easily in the documentation.
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Excellent!
Happy to help!
Yes, it's not that easy to find.
✅Remember! Did my post(s) help or answer your question or solve your problem? Please support the Community by marking it Insightful/Vote Up or/and as the accepted answer. It will make it easier for others to find a solution or help to answer!
SMARTSHEET EXPERT CONSULTANT & PARTNER
Andrée Starå | Workflow Consultant / CEO @ WORK BOLD
W: www.workbold.com | E:andree@workbold.com | P: +46 (0) - 72 - 510 99 35
Feel free to contact me for help with Smartsheet, integrations, general workflow advice, or anything else.
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