Account/User Management

Discussion List

  • 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
    379 9
    Answered - Pending Review 379 views 9 comments Most recent by Amy McMillion Using Smartsheet
  • Can multiple users make updates at the same time to a report with a 'has any' 'current user' filter?
    In Using Smartsheet
    Hi, Background: I have multiple Smartsheet files with around 1000 rows that each involves around 20 assigned individuals with various technology literacy. Due to assignees various technology literacy and to maintain the integrity of the …
    Answered - Pending Review
    11 2
    Answered - Pending Review 11 views 2 comments Most recent by RichL01 Using Smartsheet
  • Dashboard access via link not showing the user as logged in.
    In Using Smartsheet
    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…
    125 3
    125 views 3 comments Most recent by Genevieve P. Using Smartsheet
  • Smartsheet not saving consistently
    In Using Smartsheet
    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…
    1125 12
    1.1K views 12 comments Most recent by Bec Nissen Using Smartsheet
  • User icons grey out
    In Using Smartsheet
    Hello, We've notice that about half our users no longer have their initials show up as part of their user icons, and instead these appear to be grey out. All of them are still active and we have not changed anything. Anybody else have this…
    Answered - Pending Review
    32 2
    Answered - Pending Review 32 views 2 comments Most recent by Russ Onkeles-Klein (RI/GLOBAL) Using Smartsheet
  • Finding sheet owner
    In Using Smartsheet
    I have a licensed user that has left the company. Who I transfer the sheet ownership will be determined by what the sheet contains. I can see this user has ownership of 1 sheet and I can't easily locate the sheet. Is there a way to determi…
    21 2
    Accepted Answer 21 views 2 comments Most recent by Shannon Heizenrader Using Smartsheet
  • 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)…
    21 3
    Accepted Answer 21 views 3 comments 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…
    1504 9
    1.5K 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
    21 1
    Answered - Pending Review 21 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. 
    92 4
    92 views 4 comments Most recent by Maud Using Smartsheet