Are Admins the only ones who can create new sheet from Template?
We would like to have one of our Editors have the ability to create new sheets from a template in the workspace they're shared to. However, it appears that only admins have that ability. This seems unsafe for workspaces that have a lot of customization that could be modified by a user that really only needs Editor permission level.
Am I correct in seeing that Editors cannot create sheets in the workspace from templates?
Best Answer
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Yes! The user has to be an Admin and have a license to create a sheet from a Template in a Workspace.
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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.
Answers
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Hi,
I hope you're well and safe!
No, but they must have a license.
Did that work/help?
I hope that helps!
Be safe, and have a fantastic weekend!
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!
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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Just tested again. User is licensed and was set as Editor but could not create a new sheet from a template and save in the same workspace. This same test was successful when user was set as admin.
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Yes! The user has to be an Admin and have a license to create a sheet from a Template in a Workspace.
✅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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