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Being a user on several accounts

sedwj
sedwj ✭
edited 12/09/19 in Archived 2016 Posts

As a consultant, I am recommending my clients use Smartsheet for their project management on projects that I will be assisting them with.  I will be a user on each of these client's accounts, and I am wondering how my clients can set me up as a user if I my e-mail address is already associated with other sheets? 

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Comments

  • J. Craig Williams
    J. Craig Williams ✭✭✭✭✭✭

    sedwj,

     

    I ran into the same problem.

    I eagerly await a response from Smartsheet on this.

     

    One way is to have the client provide you with an email address in their system.

    You can have their email system forward the email to your primary one and really only use their email as the login.

     

    Hope this helps (and that there is a better solution)

     

    Craig

     

     

     

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  • Travis
    Travis Employee

    sedwj, as a Smartsheet user, you can be shared to and collaborate on sheets owned by and unlimited number of different companies and accounts. You do not need to be a member of their account to collaborate on or share sheets with them.

     

    If you want to view their account data - resource views, account settings, etc - then you would need to be a member of their account. 

     

    If you have a Gmail account, your could use the + trick to create additional Smartsheet accounts. Add a + at the end of your email address with text to create a new alias in which to receive email. This can be used to set up new Smartsheet accounts and join your clients accounts. For example, if your email address is: consulting@acme.com, you could use this: consulting+client1@acme.com. 

     

     

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  • sedwj
    sedwj ✭
    edited 01/08/16

    Thanks for your help!  I failed to mention that I will have editor capabilities for each of these sheets, as well.  Not sure if that makes a difference in the responses given. 

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  • Travis
    Travis Employee

    That will not matter. You can have any sharing permissions on any sheet owned by another account.

     

    One exception is Enterprise accounts have the option to restrict sharing to outside their domain. 

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  • gb82
    gb82 ✭✭✭✭

    sedwj

    Ive just posted a similar request before i saw yours.  Agree 100% that SS are missing a trick here.  For whatever reason, we need the sheets to be shared to different addresses (it means tha the alerts go to the right email accounts etc.)

    SS please note, and help us out some day!

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  • Travis
    Travis Employee

    gb82, I think sedwj is asking something slightly different here. In your discussion, you asked for a way to share a report with users without sharing underlying sheets. In this discussion, sedwj wanted access to sheets owned by Smartsheet users not in his account - which is possible. 

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  • gb82
    gb82 ✭✭✭✭

    Travis, and sedwj - sorry i read your post wrong.  However the one you reference, Travis, (i.e. this one) isnt the one I was referring to when I said "Ive just posted a similar request" - see this one, which isnt so far away.  However I think I do understand the confusion.  Thaks for the help

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  • Travis
    Travis Employee

    Woops, thanks for the correction, gb82! 

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