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Smartsheet for Business Continuity Planning?
Hello, I'm a certified BC professional trying to connect with anyone who uses Smartsheet for their BC planning and execution. I will be attending Smartsheet Engage in a couple of weeks and would appreciate meeting up with anyone who is using the software in this manner to share ideas. I know there are templates available…
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Prevent files with Social Security Numbers from being shared?
Is there no built-in way to prevent Smartsheet from allowing users from sharing data outside of Smartsheet automatically, if the data includes a Social Security number? (Enterprise Version) The only information I've found about this topic is Screen Shot of the paragraph: So they imply we must find our own solution. Is that…
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Hide Attachments and Comments on Reports within WorksApps
We have some internal sensitive data saved as attachments that we do not want our clients to see. I have hidden the Attachments and Comments Column on the Reports and saved them as View Only within WorkApps. However, the users can still view the attachment even though I have hidden the Attachment column, by right clicking…
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Sheet Access Report Size Limitations
Hello Community Friends - Does anyone have a creative solution for managing the Sheet Access Report? Ours has exceeded the max row limitations of both Excel and Google Sheets. We need the ability to look up who is Sheet Owner and/or Admin of various sheets that we might not have access to, but we can no longer load all of…
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Adjust length of Workflow ID to prevent credit card misidentification by M365
We have recently implemented some automated workflows, and have found that Microsoft 365 identifies automated emails from Smartsheet as credit cards. If we try to forward those emails to external users, or if an external user replies to that email and starts a thread with us, Microsoft 365 flags the email every time…
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Smartsheet Backup and Recovery
We would like Smartsheet to provide a mechanism to do a full backup and restore of related files. While a step in the right direction is the ability to restore to a previous version of a sheet, we find that in an integrated environment, this would not be sufficient: We have a single worksheet that drives multiple reports…
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Block request from outside the organization for requesting access to certain sheets
We have had an issue with users id themselves as executives and request access to financial sheets. Its happened a few times where they have gotten access. The emails are not from our organization they are usually fake gmail accounts or something similar. I want to be able to block these from even accessing these sheets.…
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Large Corporation Log In Restrictions
For a large enterprise, how do you restrict who has access when someone leaves the company. If they log in using a password, will they be able to access after they are no longer a company if they don't get removed from the sharing? Looking for best practices or lessons learned. We have been growing quickly and do not have…
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Permissions and Controls: Being able to set row controls/permissions based on a contact in a column
Our team has run into the issue within one of our collective department initiative tracker and intake system with how to ensure teams cant changes columns and rows that dont belong to them. Example Problem: Our team has created a initiative tracker system that allows team members to view or add strategic initiatives to our…
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Can we apply security settings to an entire workspace except forms?
Hello, Our IT dept is utilizing Smartsheet to satisfy the needs of several teams currently. One example of this is a workspace created for Credentialing personnel and tracking that process at the corporate level. We have been researching the Safe Sharing and Governance controls within Smartsheet, and would like to set up…