Bulk Sharing of Reports & Smartsheet

Tracey Tume

Morning

When a staff member joins our team or leaves our team it would be amazing to be able to bulk share reports and Smartsheets with them.

Thank you

Tracey Tume

Andrée Starå

Hi @Tracey Tume

I hope you're well and safe!

You could use Contact Groups to help with that.

Would that work/help?

I hope that helps!

Be safe and have a fantastic week!

Best,

Andrée Starå | Workflow Consultant / CEO @ WORK BOLD

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SRLinhardt

if you are using work apps you can just add them to a role and easily share whatever you need to with that role.

Tracey Tume

Thank you for your message, no we don't use Work Apps as we are not on that plan.

Regards

Tracey

Tracey Tume

Hi @Andrée Starå

Thank you for your suggestion and I think it sounds like it might be the solution.

I have created a group but cannot find how to share with a group.

Any help would be gratefully received.

Regards

TNT

Andrée Starå

@Tracey Tume

Excellent!

Happy to help!

In the Sharing menu of, for example, a Sheet or a Workspace, you can add the Workgroup, and then all current and future people would automatically get the same access. (see below)

Make sense?

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Tracey Tume

Morning

Yes, that worked! How wonderful and easy to add and subtract people to a group when staff leave or join our company!

Love it.

Have a great day

Kind regards

Tracey (AKA TNT)

Andrée Starå

@Tracey Tume

Excellent!

You're more than welcome!

Samuel Mueller

Groups are great but it would be nice to be able to share that group with multiple sheets, workspaces, etc. at a time rather than having to go to each item and share, then the next item and share. In browse you can check multiple items with a checkbox so it would be nice if you could check the items and then bulk share people, groups, etc. at one time.

Tracey Tume

Morning

Samuel that would be excellent and I have wondered the same thing. Thank you for suggesting this.

Regards Tracey