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I have paid upgrading plan from Pro to Business, but the account still in Pro Plan, how to solve it?
Hi everyone, I need help, I have paid upgrading plan from Pro to Business, and i also received the payment invoice on my email that said that i have paid for business plan (screenshot below). But, my account still in Pro Plan (screenshot below), then i still cant use grouping at the report, etc. is there a wrong way? Does…
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Request Access Notification
I provision all projects for our PMO and each project is housed in a Workspace to control access, so, I am the 'owner' for each project in our organization... This setup worked for a time, but now that we're scaling up, I'm receiving access requests for projects almost hourly. Unfortunately, the way we have our project…
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Enterprise configuration/implementation resources
I've implemented two enterprise-wide work management solutions from the ground up but never Smartsheet. Is there a learning path or suite of resources to define the decisions and work required to design and configure the system? For example, is there a Smartsheet template to guide you through the decision-making process…
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I can't change or copy a Sheet Name as an admin
Dear All: I am made an admin to Sheets that belong to someome else for different departments. I just noticed that I can copy and paste a Sheet name as an admin in some Sheets, but am unable to do the same with other Sheets. Are there ways for a Sheet owner to restrict that? I am mapping Sheets by using DataMesh for a major…
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Understanding Smartsheet User Profile Discrepancies: Name vs. Email Address in Workspaces and Sheets
Hi all! I've got an issue with Name and Email Address of a Smartsheet User not "linking" (for want of a better word). Please bear with me as I try to explain the problem! :) A Smartsheet user needs to be shared to a workspace. When I searched their name in order to share it with them, it shows me their name as they've…
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Does creating a free user account cause conflicts with sheets already shared?
Hi, My company has the Enterprise plan. Some users have given access to vendors through the sheet itself. As the admin, I would prefer to give those people free accounts and sent them invitations. I've received complaints that things aren't working smoothly like "I can't see the sheet I used to see" and "we were editing in…
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Switching Between Two Smartsheet Accounts
I have two separate Smartsheet accounts - each with their own login. One for my work account; the other for my volunteer position at a non-profit. Is there a way I can switch between these two accounts without having to log out of one and log in to the other? Right now, I'm using two different browsers to keep them…
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Form - Restrict access to a domain name
Hi, I am re-activating this question that was asked a few years ago on restricting access to a web form to a domain name (or specific group). We have developed a service request process using a smartsheet form for users to send in requests. Has there been any development since at the admin console level to restrict access…
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How to transfer a sheet ownership from a user that is not in my organization?
Hello! I'm trying to take ownership of sheets I am the admin of, it gives me the error, "you cannot take ownership of this item because the current owner is not in your organization". My account was part of the parent company business plan, but now our company got their own plan, so my email is no longer part of the parent…
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Bulk Upload Contact Profile Data
As admins, we are unable to bulk upload profile date such as title, location, company, phone #, etc. Today I learned it is not available through the Bridge API. This means we are reliant on individual users to update their own profiles. This also means we cannot lock profiles down to legal names; users can change their…
