Account/User Management

Discussion List

  • 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)…
    Accepted
    62 3
    Answered ✓ 62 views 3 comments Most recent by Genevieve P. 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
    25 1
    Answered - Pending Review 25 views 1 comment Most recent by Krissia B 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
    6 1
    Answered - Pending Review 6 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…
    Accepted
    142 3
    Answered ✓ 142 views 3 comments Most recent by Genevieve P. 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…
    202 8
    202 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
    31 3
    Answered - Pending Review 31 views 3 comments Most recent by Andrée Starå Formulas and Functions
  • Adding "fake users" to the project plan - Assigned to.. Contact List
    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
    5 1
    Answered - Pending Review 5 views 1 comment Most recent by Andrée Starå Formulas and Functions
  • Baselines
    In Formulas and Functions
    Hi there, I have a query that I'm hoping someone will be able to help with - when adding a new activity to a project plan how do I ensure that the variance is tracked without resetting the baselines for the whole project? I am finding tha…
    Answered - Pending Review
    116 2
    Answered - Pending Review 116 views 2 comments Most recent by Harriet Blackborow Formulas and Functions
  • Pricing: A La Carte Apps
    In Apps, Integrations, and Add Ons
    Smartsheet, you need you allow apps to be added a la carte to Business accounts. Restricting apps to Enterprise is unnecessary. It feels like nothing more than hard-ball sales tactics. While Smartsheet has helped our business organize our…
    Accepted
    33 2
    Answered ✓ 33 views 2 comments Most recent by Genevieve P. Apps, Integrations, and Add Ons
  • Sheet Access report in User Management does not include unlicensed users not included in the account
    In Using Smartsheet
    I am trying to get the list of all users that have a sheet shared with them (whether they are licensed users or not and whether they are included in the account or not). I used to be able to get this information from the User Management - …
    Accepted
    338 3
    Answered ✓ 338 views 3 comments Most recent by Genevieve P. Using Smartsheet