Hi Frank,

Free users can create their own personal filters, but they do not have the ability to create or edit shared filters. The asterisk at the end of your quote above indicates that this capability is only for licensed users (please see the italics at the bottom of the chart).

Is it possible that your free user was on a Trial which recently ended? Trial users would be able to create shared filters or edit shared filters for testing purposes.

Hope this helps!

Cheers,

Genevieve

Hi @murphsa1

The difference here is between sheet sharing permissions (such as Editor, Admin, etc) and account license permissions (such as a free user or a paid user with a license).

It sounds like this user does not have a license with Smartsheet, but is a free Collaborator. Even if this user had Admin permissions on the sheet they would still receive the same pop-up message. Other users may have their own licenses, which is why they wouldn't see a prompt to upgrade. You can learn more about different types of users in our Help Center (see here for Free users, or here for an explanation of users in a multi-user plan).

This user you have screen captured should be able to create their own personal filters just for themselves, but they won't be able to create or edit shared filters... so any filter with this checkbox checked:

You can see the actions that an unlicensed, free Collaborator can take by looking at this chart (see here), based on their sharing permissions. Then, make sure that the action doesn't have an *, since an asterisk indicates that a license is required.

Let me know if this makes sense, or if I can clarify further!

Cheers,

Genevieve