Account/User Management
Discussion List
-
Sumifs and ChildrenIn Formulas and FunctionsI 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 . …
-
User experience when using SAML 2.0 with OktaIn Using SmartsheetWe'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)…
-
Contact list in formsIn Using SmartsheetMy 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…
-
Smartsheet policy for your organization?In Using SmartsheetAsking 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…
-
Deleting a user and automationIn Using SmartsheetWhen 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.
-
Google login from Smartsheet inviteIn Using SmartsheetMy 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…
-
Bulk Removal of UsersIn Using SmartsheetHello, 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…
-
Why are unlicensed users asked to upgrade to Premium?In Using SmartsheetHi 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 views 8 comments 10 points Most recent by Nick Burrus Using Smartsheet
-
Alerts/Notifications for Deleted UsersIn Using SmartsheetWhen 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…
-
Adding fake user accounts - Contact list_assign to (within project plan)In Formulas and FunctionsCurious 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 views 3 comments 0 points Most recent by Andrée Starå Formulas and Functions
