Sharing Workspace

Cristian

I am in the process of sharing a workspace with several individuals in my organization. Some have licenses but most do not. The permission I am giving everyone is viewer access.

For the folks that do not have a license or might be their first time using Smartsheet, is there anything they would need to do on their end to access the workspace?

Thanks

Andrée Starå

Hi @Cristian

I hope you're well and safe!

If they don't have an account, they would need to create one, but that's it.

Would that work?

I hope that helps!

Have a fantastic week & Happy New Year!

Best,

Andrée Starå | Workflow Consultant / CEO @ WORK BOLD

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Andrée Starå

Hi @Cristian

I hope you're well and safe!

If they don't have an account, they would need to create one, but that's it.

Would that work?

I hope that helps!

Have a fantastic week & Happy New Year!

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, Awesome, or/and as the accepted answer. It will make it easier for others to find a solution or help to answer!

Cristian

Would you have the link to create an account?

Andrée Starå

@Cristian

They would be asked to create it automatically when you share.

Would that work?

✅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!

Cristian

Yes. That works. Thanks for your help Andree!!

Andrée Starå

@Cristian

Excellent!

Happy to help!

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wavemanagement

1. a non user is NOT prompted to create an account when clicking Access from the original email invitation, the (contorted) process recommended in another post written by Smartsheet is to use the default login page, put their email in, then click Forgot Password and go through that process. That didn't work the first time, but then sent the Forgot Password email when trying a second time.
2. if a invitee is lucky to have 1. work, then they have only sheet edit permissions in the workspace, they cannot create a new sheet or folder in that workspace.