Sharing in Sheets
My team currently has a business license. I have 3 different sheets that I need to share with 6 people who do not have licenses and will only be considered editors. If I share the sheets with the 6 users, will they each need to keep up with the original email link from smartsheet in order to continue to access the sheets?…
Hi, I was previously advised that I can share a dashboard (eg. to an external client) without sharing the sheet itself. I have tested this and the dashboard does not contain any data if the sheet is not shared also (viewer). Is there additional config to make this work? Regards Gary
Collaboration with shared sheets
I need to share sheets with multiple users, some need to have editing ability, some just need to be able to view the sheets. But all users need the ability to collaborate with row and sheet comments. I am sharing multiple sheets, so I am trying to decide the best method for sharing. I have tried Dynamic View, Workapps, and…
Transferring Ownership of Multiple Sheets/Reports/Dashboards at once
Hello, I've got a scenario where I helped a user (let's call him User 1) create a process, however, he (User 1) has switched positions and it is time to reassign ownership of things to another individual (User 2). Between me and the original user (User 1), we created all the sheets, reports, and dashboards in the…
May I edit an existing list of Collaborators
Hi - we have a workspace sharing list of 300+ collaborators. This list contains missing or incorrect information (first name only or changed last name etc.). Is it possible to 'edit' the list as it stands or do you have to remove and re-add the information for each correction needed? Thanks for your help.
Publishing - Best View
Good morning, My team is experimenting with publishing as our main source of sharing outside of our company. We want to do 2 main things with this option: Avoid having our clients downloading the app just to see one or two smartsheet resources we provide them Give them interaction with our smartsheets the most efficient…
Automate SharePoint Permissions to Dashboard Access / Sharing
This might be far reaching, but I was wondering if anyone has ever attempted or if there is even functionality to create a flow in Power Automate that shares a dashboard/workspace based on an an employee's email that was added to a permission group in an internal SharePoint site?
How can a free user view a document via an automation?
We have documents attached to a sheet and have created automations to alert internal and external members when they are available to view and download. However, they are unable to see the documents attached to the sheet. They currently have Viewer access to that sheet--does that need to change? And is there a way to attach…
How to share a form after it is filled partially?
The form first needs to be filled partially and then shared to others to complete the rest of the form using the information previously submitted. The previous information filled shouldn't be made editable to the next user of the form. Is that possible? In the attachment, I want first four fields to be filled by me and the…
Hide comments and attachments on calendar embedded on dashboard
I am creating a customized dashboard for all of our stakeholders to view events and trade shows within their region. The main file is used by my team to plan all of these events and trade shows, so it has a lot of comments and attachments that I do not want to share with stakeholders. When I created a report to show the…