Security: Restricition of user rights within reports
Hello, let's say I have set up a report to share information to specific users. Within the report several columns of the underlying sheet are hidden, because the viewer is not allowed to see them. When a user (e.g. with the rights of a "view only") opens the report he only sees the columns that he should see - ok. He is…
How do I provide a colleague rights to edit a webform?
Have given him admin rights to the sheet & workspace, but he still can't edit the webform. Thoughts?
Can a Licensed User in the Team Plan view the Admins workspaces and Sheets?
Hi, I've purchased the team plan and apart from me, I've added another project manager from my team as a licensed user so she can create sheets. This puts me at 2 of the 3 licensed users. My question is that can I prevent her from view a specific workspace in the account because even though she is a licensed user on my…
Limiting User Editing Capability by Column
We have one column within a sheet that we'd like to 'lock down' to editing by Admin only, but users need to be able to edit other areas of the sheet, so we have to have them as Editors. Anyone know if there is a way to accomplish this? Thanks!
Anonymous sharing to users without publishing
I'm looking for a workaround for a problem with sharing a sheet and its attachments with several non-licensed users. The situation is that whilst the collaboration features in Smartsheet are great when we are working within our team, they are problematic when it comes to sharing the information. We need to give several new…
Limit View within a Sheet (using Web Forms)
Hello, New to Smartsheet. We would like to utilize a web form to allow customers to place orders/requests whereby the web form would populate the smartsheet for ONLY OUR INTERNAL visibilty/tracking of all requests combined. Currently, when I test this I am brought back into the sheet where I can see ALL requests. Does…
How to insert a disclaimer in the header
Our Smartsheets are already branded and using our logo in the top right corner. Our Legal Dept wants a visible disclaimer to be shown on each sheet that users cannot share any information on the sheet outside the company. I tried to put the disclaimer in the logo area, but you can't read it. What is the best way to show a…
Linking Sheets and Sharing
We have a sheet being kept up by our quoting group listing such things as customer name, quote number, amount of quote, etc. This includes the sales person. We keep a similar sheet for orders that have been entered. We would like to keep these two sheets separated by group that uses them, and they use some formatting to…
Coordinating multiple projects and sharing sensitive documents selectively
I have 5 vendors working on a project. All five vendors have tasks which are significant projects in their onw right. There are interdenpendencies. I want to coordinate the project in a way that there is one gantt chart for the overall project which all vendors and their teams can see, their project managers can edit and…
Form and Sheet Functionality - Available security levels for users
Hi, We've created a web form in Smartsheet that users populate and then directly feeds a "master" sheet. From there, we are creating multiple reports off of this sheet for our various departments. Our issue is how to restrict user access to the sheet as we don't want data to accidently be deleted by one of the many users.…