Sharing with a client without Licenses
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Helo, I am attempting to share workspaces with a client that does not use Smartsheet normally. Some of the team members do not have licenses or have used their free trial already and cannot access what we need them to. Is there a way they can extend a free trial or access the workspace without having a full smartsheet account?
Answers
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Anybody can use Smartsheet with an unlicensed (free) account, to view and edit something that exists. In short, you only need a license to create something new in Smartsheet.
If you want to make it even easier (but possibly open up to more issues - depending on what data you're sharing) you can publish Smartsheet items.
Jason Tarpinian - Sevan Technology
Smartsheet Aligned Partner
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Hi,
I hope you're well and safe!If they are shared as free collaborators, it should work.
Did that work/help?
I hope that helps!
Be safe, and have a fantastic week!
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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Thank you for the response. How do I ensure they are being shared as a free collaborator? Is there an additional step in sharing?
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Happy to help!
No, ensure you're sharing it with access that doesn't need a license.
Also, which Smartsheet license do you have?
✅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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