Bulk Sharing of Reports & Smartsheet
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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
Comments
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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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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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if you are using work apps you can just add them to a role and easily share whatever you need to with that role.
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Thank you for your message, no we don't use Work Apps as we are not on that plan.
Regards
Tracey
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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
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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?
✅Remember! Did my post(s) help or answer your question or solve your problem? Please support the Community by marking it Insightful/Vote Up/Awesome 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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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)
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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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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.
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Morning
Samuel that would be excellent and I have wondered the same thing. Thank you for suggesting this.
Regards Tracey
