Sharing Edit Permissions to a Group
I set up a workspace with 4 sheets and will soon include reports, dashboards, etc. I created a group and added my team members to the group. I then shared my workspace with the group, granting them edit/cannot share access. I have instructed them to click on the 'Work Account' button at the log-in screen. My understanding that this should take them right into the tool without having to create an account. The team is reporting that they are only being granted the 20-day free, limited trial when they do that. Others are sending me requests for one of our licenses, which they don't need. They only need edit access to the project related sheets, dashboards, reports that I set up in the workspace. They all have proper company email address and are in my contact list. Can anyone let me know what I may have done wrong? Thanks for your help!
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Hi Ilene,
When you share a Smartsheet item with someone, they'll need a Smartsheet account to access the shared item. If the email address you entered when sharing the item has never been used to create a Smartsheet account, a 30-day free trial is created.
Once the 30-day free trial has expired, the account will become a free collaborator account. To get rid of the the free trial banner, you could consider adding them to your account as an unlicensed user. More information on unlicensed users and free collaborators here: https://help.smartsheet.com/articles/520100-user-types#nonlicensed
To give someone without a Smartsheet account access to your Smartsheet items, you could consider publishing. If needed, more information on this can be found in our help article: https://help.smartsheet.com/articles/522078-publishing-smartsheet-items
