Account/User Management

Discussion List

• 
  Accounting Practice workflow

  Bal - CPA 59 views 3 comments 0 points Most recent by David Cramp 03/27/20Using Smartsheet
  First post 08/18/18,Last post 03/27/20
  Has anyone created worksheets to keep track of Client tasks for an accounting Practice? Trying to keep up with all of the assignments and tasks in one central place  
  Using Smartsheet593
  Bal - CPA
• 
  Private Comments

  MikeCorvin 59 views 6 comments 0 points Most recent by Andrée Starå 03/12/20Using Smartsheet
  First post 11/07/19,Last post 03/12/20
  I am trying to figure out if there is a way to make a Private Comment in Smartsheet?  Let's say I have a Published Report that is viewable to anyone with the link; however, I want to make a comment on a line that I don't want anyone to be …
  Using Smartsheet596
  MikeCorvin
• 
  Can I add a specific row to an email from a workflow?Answered Question

  Answered Distribution Team 17 views 2 comments 0 points Most recent by Andrée Starå 03/12/20Using Smartsheet
  First post 03/10/20,Last post 03/12/20
  I have a smartsheet and there I will let people know when certain tasks have been executed. I have already created the workflow for that. My issue is when sending the email; can I add one row only on the email to notify that a certain task…
  Using Smartsheet172
  Distribution Team
• 
  Approved Domain SharingAccepted Answer

  Accepted Answer Gavin Burne 40 views 3 comments 0 points Most recent by Ami Veltrie 03/06/20Using Smartsheet
  First post 03/02/20,Last post 03/06/20
  Hi all, As an Admin I would like to run a report to establish what external users have been given access to our content. All external users have to be in the approved domain sharing list, however what are they accessing? Thanks Gavin
  Using Smartsheet403
  Gavin Burne
• 
  Can I get a notification when a new collaborator has been added to a sheet?Accepted Answer

  Accepted Answer ivonne.mejiaberzunza87666 25 views 2 comments 0 points Most recent by ivonne.mejiaberzunza87666 03/03/20Using Smartsheet
  First post 02/13/20,Last post 03/03/20
  Hello, I have multiple sheets and dashboards created for different departments. We are allowing editors the ability to add collaborators to their sheets. I need to track who has been added as a new collaborator across all the multiple she…
  Using Smartsheet252
  ivonne.mejiaberzunza87666
• 
  Smartsheet moving rows

  Conner Sherman 18 views 5 comments 0 points Most recent by Andrée Starå 02/27/20Using Smartsheet
  First post 02/26/20,Last post 02/27/20
  Hello everyone, Bit of a strange one. I have a master list of parent rows each having several children rows. For some reason the order of children rows is changing. I have checked the activity log and no one is editing it and there is no c…
  Using Smartsheet185
  Conner Sherman
• 
  How can I delegate my smartsheet actions to others when I'm on vacation?Answered Question

  Answered Pam Grant 30 views 3 comments 0 points Most recent by JReisman27 02/21/20Using Smartsheet
  First post 02/21/20,Last post 02/21/20
  I am going on vacation and realized that my smartsheets need someone to manage them while I'm away. The only way I was this was to manually update every automation that includes me and add my vacation backup. It would be great if there w…
  Using Smartsheet303
  Pam Grant
• 
  Access to multiple Smartsheet accounts

  jond17 56 views 3 comments 0 points Most recent by Genevieve P 02/17/20Using Smartsheet
  First post 02/07/19,Last post 02/17/20
  Is it possible for a single user to have access to multiple Smartsheet accounts with the same login? If so, is it possible to login to one account and then switch to the other account .
  Using Smartsheet563
  jond17
• 
  Invitation to View link prompts password creation for an established user

  SupaUsah 64 views 5 comments 0 points Most recent by Andrée Starå 02/14/20Using Smartsheet
  First post 07/26/19,Last post 02/14/20
  Hello, An invitation to view link that was sent to one of our users prompts a password creation screen in Smartsheet when clicked, even though they already have a Smartsheet account and a few shared reports. (Page reads "Let's get st…
  Using Smartsheet645
  SupaUsah
• 
  Do dashboards and reports count as 'sheets'?

  Lachlan Stead 41 views 5 comments 0 points Most recent by Andrée Starå 02/03/20Using Smartsheet
  First post 04/11/19,Last post 02/03/20
  Hello All, Due to the limit of 100 sheets per user on the business plan we often try to spread the sheet ownership between the licenced users. What I haven't fully figured out yet is whether dashboards and reports take up 'sheets' or whet…
  Using Smartsheet415
  Lachlan Stead
• 
  Can the Sys Admin view the overall user activity in Center of Excellence for the assigned account?Answered Question

  Answered sdonnelly 37 views 2 comments 0 points Most recent by sdonnelly 02/03/20Using Smartsheet
  First post 01/31/20,Last post 02/03/20
  As part of the Smartsheet roll out at our company, we 'assigned' our paid license employees several Center of Excellence Training Modules/Courses with different dates to get them completed. I am the Sys Admin and trying to verify who has…
  Using Smartsheet372
  sdonnelly
• 
  Fail to reset passowrd because of no response to the challenge CAPTCHA

  hlu3680451 70 views 6 comments 1 point Most recent by Just Jean 01/30/20Using Smartsheet
  First post 03/01/19,Last post 01/30/20
  Hi, I am a business license user, recently, I shared the report to the people. some of them feedback, since we forget the password, when they tried to reset passowrd by click" forget password", they got the message “ the request…
  Using Smartsheet706
  hlu3680451
• 
  Transferring ownership of a workspace to clientAccepted Answer

  Accepted Answer Amit Wadhwani 16 views 1 comment 0 points Most recent by Andrée Starå 01/30/20Using Smartsheet
  First post 01/30/20,Last post 01/30/20
  Hi, I have a created a work space with customisation sheets for a client, but now I want to completely transfer that workspace to my client. How do I do that? without having him saving sheet as new? it should be the same sheet, just need t…
  Using Smartsheet161
  Amit Wadhwani
• 
  Milestone coloring and Multiple Label Options

  mark.gipson27746 62 views 2 comments 1 point Most recent by D.J. Rothgeb 01/28/20API & Developers
  First post 05/21/18,Last post 01/28/20
  Can you add these features this year?
  API & Developers622
  mark.gipson27746
• 
  Alerts/Notifications for Deleted Users

  micheleb 55 views 6 comments 0 points Most recent by Paul Johnson1 01/27/20Using Smartsheet
  First post 03/06/18,Last post 01/27/20
  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…
  Using Smartsheet556
  micheleb
• 
  Smartsheet not saving consistently

  JWattz 90 views 6 comments 0 points Most recent by Mikehud83 01/27/20Using Smartsheet
  First post 10/31/19,Last post 01/27/20
  I have multiple Smartsheets this has happened to, although I save and make sure prior to closing the SS it has been saved, and triple-check by the "save" icon being "shaded" prior to closing the SS. From time to time wh…
  Using Smartsheet906
  JWattz
• 
  Does Smartsheet have a way of showing hours spent working within the account?Accepted Answer

  Accepted Answer lisarae723 25 views 4 comments 0 points Most recent by Andrée Starå 01/27/20Using Smartsheet
  First post 01/24/20,Last post 01/27/20
  I work at a manufacturing company & have implemented Smartsheet to be used within every department. Right now I am currently the only admin who creates and/or updates the sheets, reports & dashboards etc. We have over 300 active sh…
  Using Smartsheet254
  lisarae723
• 
  Import to smartsheet is unable to auto-assign tasks - any plans to address this?

  adgcz 30 views 4 comments 0 points Most recent by SnackyPete 01/24/20API & Developers
  First post 05/21/18,Last post 01/24/20
  Dear Smartsheet, The issue - import of a google/excel sheet containing an "Assigned To" column fails to assign to known smartsheet users any of the tasks listed in the file that was imported with matching user names/email addre…
  API & Developers304
  adgcz
• 
  Objectives and Key Results - OKR's

  brettwad 659 views 15 comments 0 points Most recent by Adrian Breitfeld 01/23/20Using Smartsheet
  First post 01/13/18,Last post 01/23/20
  Does anyone have a template or know of an existing template that could be used for OKR's?
  Using Smartsheet65915
  brettwad
• 
  Published User issue

  hcosta52671 68 views 3 comments 1 point Most recent by eeismartsheetco104211 01/21/20Using Smartsheet
  First post 06/26/18,Last post 01/21/20
  The Activity Log properly logs the system users and their activities. What shows is the user's name and the activity info. I notice however, that several entries in the log lists "Publised User" as the person whose acivity is tr…
  Using Smartsheet683
  hcosta52671
• 
  Sharing folders

  Dan Seidler 497 views 5 comments 0 points Most recent by Paul Newcome 01/17/20Using Smartsheet
  First post 07/12/18,Last post 01/17/20
  Since Workspaces is not conducive to individual permissions, we are trying to use the standard folders under "Sheets". One department has close to 100 files in Smartsheet.  We want to use Smartsheet in other departments as well,…
  Using Smartsheet4975
  Dan Seidler
• 
  how to delete multiple unaccepted invitations?Accepted Answer

  Accepted Answer Stephane_R 33 views 4 comments 0 points Most recent by Mike Wilday 01/10/20Using Smartsheet
  First post 01/09/20,Last post 01/10/20
  Hello, I have a question about user management I would like to delete 50 unaccepted invitations. Line by line is long. Is it possible to do it all at once? Thanks
  Using Smartsheet334
  Stephane_R
• 
  Simplest way to update staff on onboarding tasksAnswered Question

  Answered Zachary Mitchell 42 views 2 comments 0 points Most recent by Mike L. 01/02/20Formulas and Functions
  First post 01/02/20,Last post 01/02/20
  My organization (a small physicians office) is creating a new onboarding check list via smartsheet. We want to update the staff on certain tasks they need to complete for new staff members going through the process. I've considered a few o…
  Formulas and Functions422
  Zachary Mitchell
• 
  Wrong Date Showing, Seems to be 4 hours off the difference between GMT and my Time Zone.

  darryl.barkhouse37731 289 views 7 comments 0 points Most recent by Bengs 12/31/19Using Smartsheet
  First post 02/13/18,Last post 12/31/19
  As can be seen in the attached screenshot I have data that is brought into the sheet from a web form.  A time and date stamp is attached at posting (this time and date is correct) however, the date column beside it that is derived from the…
  Using Smartsheet2897
  darryl.barkhouse37731
• 
  Resource Loading

  Katherine F 26 views 2 comments 0 points Most recent by AmandaM 12/31/19Using Smartsheet
  First post 06/12/19,Last post 12/31/19
  Hello - The manufacturing site I work at uses Smartsheet to track site priorities.  I would like to do resource loading analysis, similar to the functionality that is available in Microsoft Project.  However, to do that all resources must …
  Using Smartsheet262
  Katherine F
• 
  % Allocation

  EdL 208 views 3 comments 0 points Most recent by Dan Monahan 12/30/19Using Smartsheet
  First post 10/11/18,Last post 12/30/19
  As a new user, I found that the % Allocation column does not respond to input from the Duration column, as seems intuitive to me. After reviewing community comments, I find that the % Allocation functionality in Smartsheet does not actual…
  Using Smartsheet2083
  EdL
• 
  Dashboard reading data from same sell

  JohnJacksonP 35 views 4 comments 0 points Most recent by Andrée Starå 12/20/19Using Smartsheet
  First post 10/31/19,Last post 12/20/19
  I want to be able to display the data from the same cell in a sheet within the dashboard The sheet is updated using forms which put new data on the top row, but the value of the cell I had selected in the top row (now the second row) rema…
  Using Smartsheet354
  JohnJacksonP
• 
  Dashboard access via link not showing the user as logged in.

  Shesha_K 38 views 1 comment 0 points Most recent by Genevieve P 12/08/19Using Smartsheet
  First post 12/05/19,Last post 12/08/19
  So, I am having an issue with my published dashboard. I have embedded a report utilizing the current user function. I have found that when my team accesses the dashboard by manually navigating to it through SmartSheet, the report works per…
  Using Smartsheet381
  Shesha_K
• 
  System Column - Last Modified

  lisarae723 61 views 6 comments 0 points Most recent by Andrée Starå 12/08/19Formulas and Functions
  First post 12/04/19,Last post 12/08/19
  Hi everyone! Im having issues with a status column. My goal is to update the status if a job has hit 10 days or more and has not been approved yet. I was going to trigger it by using the (system column) "Last Modified"  Here's …
  Formulas and Functions616
  lisarae723
• 
  Limitations free trial users?

  Mitch Van Riel 63 views 4 comments 0 points Most recent by Andrée Starå 12/06/19Using Smartsheet
  First post 12/06/19,Last post 12/06/19
  Dears,   Our customer has a number of unlicensed users which work on Smartsheet. A new employee joined and created a new free trial user account.   This user is not able to email comments out of a sheet: "You've exceeded the maxim…
  Using Smartsheet634
  Mitch Van Riel