Smartsheet Policy for your Company?

MCorbin · 09/11/19

Has anyone written a Policy & Procedure for your company for rules around using Smartsheet?

I'm working on one now and don't want to reinvent the wheel (If anyone is willing to share) - and would take any suggestions of anything you recommend I include in our policy.

Off the top of my head, I'm thinking we need to cover:

Who gets licenses/ approvals required for licenses
All work must be stored in a Workspace - no files in the "Sheets" folder
All Workspaces must be shared with the System Admin group.
Used for business purposes only
Sharing outside of the company
Publishing sheets
Including PHI/PII in sheets (We do have a HIPAA secure account)

I'd welcome any suggestions and/or samples if you're willing to share :-)

Thanks!

Alejandra · 09/16/19

Hi MCorbin,

I'd recommend looking through these community posts to see if you find anything that fits what you're looking for: https://community.smartsheet.com/search/smartsheet?keywords=best+practices

Also, here's a couple of articles on security features related to sharing and publishing that can be implemented at the account level by a System Admin:

Security Controls for an Enterprise Plan: https://help.smartsheet.com/articles/855284-security-controls-enterprise-only
Global Account Settings: https://help.smartsheet.com/articles/1159581-global-account-settings-team-business-enterprise

I hope this helps!

Smartsheet Policy for your Company?

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