Account/User Management

Discussion List

  • Sharing Worksheet- Removing a person
    In Archived 2015 Posts
    I copied an worksheet to create a new worksheet that I am working on. Since this worksheet was copied the old owner is still a owner on my worksheet. I would like to remove the old owner from seeing my new worksheet.   There is two owne…
    212 2
    Closed 212 views 2 comments Most recent by Travis Archived 2015 Posts
  • Contacts - name and company as ID
    In Archived 2015 Posts
    I am using Samrtsheet where I invite many participants to view or edit the sheets. Often I also have man y different users (contacts) that should be assigned to a task. The problem occurs when I have contacts with the same name e.g. John …
    12 1
    Closed 12 views 1 comment Most recent by Travis Archived 2015 Posts
  • Deleting User Accounts
    In Archived 2015 Posts
    We are struggling to come up with a usable process for removing access when a licensed user leaves the company.  Especially when they own several sheets and workspaces.  If I transfer the sheets using user management, they all need to go t…
    543 1
    Closed 543 views 1 comment Most recent by Travis Archived 2015 Posts
  • Removing columns from multiple reports
    In Archived 2015 Posts
    Good morning, Upon occasion we discover that a particular column in a sheet and subsequent reports is no longer needed and should be deleted. Is there a simple way to do so, other than having to go through every report to see if that col…
    12 2
    Closed 12 views 2 comments Most recent by Loann McGee Archived 2015 Posts
  • Tip for Day to get the team to play.
    In Archived 2015 Posts
    One of the things that we have done as of late to speed the ability to work in the sheet and for people to move about in the sheet is hyperlink your sub sheets to your master sheet. The Hyperlink creates a fast way to go to anothe sheet wi…
    12 4
    Closed 12 views 4 comments Most recent by Charles DESCOTES Archived 2015 Posts
  • Permission to insert columns and "ownership override"
    In Archived 2015 Posts
    OK, techie querie:   I created a sheet, transfered ownership to someone else (another licensed user), who then gave me admin permission as part of a group of which I am a member.   However, I can't insert columns - the option is greyed…
    2489 4
    Closed 2.5K views 4 comments Most recent by Chris Winfield Archived 2015 Posts
  • Monitoring project activity
    In Archived 2015 Posts
    Has anyone got tips for quick ways to see who last updated a project and when it was last modified?   I'd like to be able to quickly identify which projects have not been visited by their project lead for a given period of time so I can …
    22 5
    Closed 22 views 5 comments Most recent by Jeremy Michels Archived 2015 Posts
  • Is it possible to restrict Check Box Columns to specific user or account types?
    In Archived 2015 Posts
    I am trying to create check boxes on a shared sheet that only I can check as approved, is this possible?  
    237 5
    Closed 237 views 5 comments Most recent by Travis Archived 2015 Posts
  • How can I archive sheets that I no longer use?
    In Archived 2015 Posts
    My team has a bunch of sheets that we do not use but we might need to reference later. Whats the best method for archiving sheets we are not using so they do not clutter up our accounts or count towards our sheet count but with the ability…
    4516 2
    Closed 4.5K views 2 comments Most recent by Jim Hook Archived 2015 Posts
  • Enterprise Account Benefits
    In Archived 2015 Posts
    We have been living in the sheets for a couple years now and just signed up to the enterprise level. I have seen some questions and things in here that are wanting to know more. I wanted to say that at the Enterprise level the support is t…
    52 5
    Closed 52 views 5 comments Most recent by Jeremy Michels Archived 2015 Posts