How to add users from another account
Answers
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Hi @geetikas
I hope you're well and safe!
Not sure I follow. Can you elaborate?
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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@Andrée Starå Thank you for getting back. We are trying to provide access to a user from different account to a doc in our account. Is that doable?
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Happy to help!
It depends on what Smartsheet plan you/they have.
When you say doc, do you mean a file, sheet, or something else?
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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Yes, we have enterprise plan. Yes with doc, I meant file, sheet.
Also, looks like we can add a user from another account to have access to doc in our instance following below steps :-
- Select Account > Admin Center > Security/Safe Sharing List.
- In the Approved Domain Sharing section, select Edit.
- The Approved Domain Sharing List window appears:
- Select the Enable sharing in Smartsheet only to the domains and email addresses listed below checkbox.
- In the Approved domains box, type in each email domain (for example: companydomain.com) that users will be allowed to share to.
- If there are any specific email addresses that users should be able to share to that fall outside of the allowed domains, enter them in the Approved email addresses box.
- Select OK.
Once the user is added in the instance, the owner of the project or doc, can share it to that user.
Regards,
Geetika
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