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Sharing a folder in a workspace
We created a workspace called "Active Projects" to share with the full company and are wanting to share specific folders in that workspace with customer project team as "commenters". I found it seems I can only share at the workspace level. Is there a better way to manage this so that I can share all folders with the…
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Permission when sharing dashboard
Hi, I've shared dashboards to unlicensed users in my company with "admin" permission. However, some can edit the dashboard; some can't (they don't even see the pencil icon near the share button). I don't know why because they are all unlicensed users shared with admin permission. Can someone know about this and help me…
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SmartSheet for Success Plans - Client Confusion
Hi All! I am using SmartSheet for client-facing mutual success plans and have been running into the confusion point where they believe they cannot use it since they are not paying for SmartSheet and SmartSheet required them to begin a free trial. How are others getting in front of this confusion from clients? Are there…
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Granting access to workspaces
Who grants access to workspaces/sheets? Staff A (admin) shared a workspace with Staff B, but the email to allow access to the workspace for Staff B came to me (owner). Can't Staff A who is admin of the workspace allow them to view it? Why did I only get the email and not anyone who is assigned at Admin status or higher?
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Pull data from a source sheet to a destination sheet with one condition
Hi there. I have an issue and I would like your help please! You can find below the Smartsheet I have: I have a 1st Smartsheet "Source Smartsheet". In this Smartsheet, I have a list of projects with one line per project and multiple columns that are used to save the data for each project. I have one unique ID per project…
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Salesforce Integration- Worth it?
Hi everyone! We currently use Salesforce, Quip & Smartsheet however, we have not yet added the integration to sync them. Can anyone tell me what the huge advantage is to justify the price of the integration? The video links are a bit vague & I need to provide a few good reasons, other than an auto alert if a new…
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Share sheets as hidden
When sharing a report that needs to be edited i also need to share the sheet onto the person editing. For some of my sheets this can cause GDPR concerns as i don't have sheets per company only sheets per process. (It would kill all efficiency to have to create a sheet per company for each process). If i could share the…
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Protect Workspace Sheets From Being Copied
Good Day to Everyone. I have created a project management structure (folders, reports, dashboards, schedule, risk/actions. etc) that I think is fairly thorough and reasonably simple to use. I have invested a fair amount of time in developing this. Is there a way to protect it from being copied by people I share it with?…
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NEW! Proof Annotation Enhancements
Hi Community! Great news! You can now use emojis when making annotations on a proof. Using emojis in your annotations can help you visually categorize your proof feedback into a like, an idea, a question, or a concern. Additionally, you now have access to new pin colors, new annotation shapes and new line styles. And…
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Changing ownership makes Chart Widgets turn to Missing Source
As the Smartsheet Admin, I create most of the Sheets, Reports, and Dashboards for the Executive team. When we transfer ownership of all Sheets, Reports, and Dashboards to the Executives, their Dashboard Chart Widgets all state "Source Missing". Smartsheet's Help Desk provided this response: "... you may need to transfer…