Account/User Management


Discussion List

  • Sumifs and Children
    In Formulas and Functions
    I am trying to sum the values of child row if three conditions in adjacent columns are met, from another sheet and post it on my main sheet.  I reference a parent row and need to sum the children values if they meet the three conditions . …
    345 3
    345 views 3 comments Most recent by DarekJ Formulas and Functions
  • User experience when using SAML 2.0 with Okta
    In Using Smartsheet
    We're testing the use of SAML 2.0 for authenticating to Smartsheet. The default login page doesn't include the "Your Company Account" option. It seems users have to somehow know to type in their email address (without a password)…
    Answered - Pending Review
    12 1
    Answered - Pending Review 12 views 1 comment Most recent by Genevieve P. Using Smartsheet
  • Contact list in forms
    In Using Smartsheet
    My sheet has an "assigned to" column, but I am wanting to reference my contact list for the available options.  I know when I am directly editing the sheet, I can begin typing the contact name/email address and will see a list of…
    1342 9
    1.3K views 9 comments Most recent by Jamie Bedford Using Smartsheet
  • Smartsheet policy for your organization?
    In Using Smartsheet
    Asking this again since the thread I found did not have many responses - has anyone written a Policy & Procedure for your organization for rules around using Smartsheet? Looking to cover: User management- who gets licenses/levels of ac…
    Answered - Pending Review
    24 1
    Answered - Pending Review 24 views 1 comment Most recent by Krissia B Using Smartsheet
  • Deleting a user and automation
    In Using Smartsheet
    When I delete a person from the system (end of contract), is the person that also deleted from all the automation rules?  - I get a large number of messages that a "workflow has become invalid".  Thanks for any advice. 
    84 4
    84 views 4 comments Most recent by Maud Using Smartsheet
  • Google login from Smartsheet invite
    In Using Smartsheet
    My organization uses Google Workspace and so I want my users to use the log in with Google option. However, if they don't already have a Smartsheet account, if I invite them to my organization as a free collaborator or share a sheet with t…
    Answered - Pending Review
    3 1
    Answered - Pending Review 3 views 1 comment Most recent by Sean Morgan Using Smartsheet
  • Bulk Removal of Users
    In Using Smartsheet
    Hello, Just wanting to check if there's a way of bulk removing of Smartsheet users? I know you can bulk upload contacts/users into Smartsheet but need to know if you can do the same by removing. The reason for this is to avoid a long wind…
    32 3
    Accepted Answer 32 views 3 comments Most recent by Genevieve P. Using Smartsheet
  • Why are unlicensed users asked to upgrade to Premium?
    In Using Smartsheet
    Hi there, Not sure whether this is request for change or an error in our licensing/configuration, but the unlicensed users in our configuration see a message that reads "You have limited access to Smartsheet. Upgrade to use premium fe…
    Answered - Pending Review
    326 8
    Answered - Pending Review 326 views 8 comments Most recent by Nick Burrus Using Smartsheet
  • Alerts/Notifications for Deleted Users
    In Using Smartsheet
    When a user is deleted, how can I also remove that user globally from any configured Alerts/Actions? What currently happens is an Invalid Recipient email gets sent to the sheet owner, and they have to manually remove the user from Alerts/A…
    148 8
    148 views 8 comments Most recent by Genevieve P. Using Smartsheet
  • Adding fake user accounts - Contact list_assign to (within project plan)
    In Formulas and Functions
    Curious if anyone has suggestions. We want to be able to include a few place holder names within the project plan. The goal is to be able to do a find and replace the place holder names, with an actual person. We want to avoid adding these…
    Answered - Pending Review
    11 3
    Answered - Pending Review 11 views 3 comments Most recent by Andrée Starå Formulas and Functions