-
Do users have to login to receive notification emails as an automated workflow from a sheet?
I have an author schedule for a weekly blog that I would like to use to send out an automated reminder email to the assigned author each week. They don't need to go into the sheet to update anything, it's just for me to track. We are in the process of creating SS accounts for each author but I want to make sure I'm giving…
-
Use Custom URL to add users to company account.
Use Case: 1. Account Discovery is enabled for company. 2. A user received a shared Smartsheet from a company Smartsheet owner. 3. User clicked on Smartsheet, and it sent him to main screen to create an account. 4. User created an account using his company email. 5. Smartsheet associated his account with the company. 6. A…
-
Ability to audit users
While it is possible to audit individual folders for a user's activity it is not possible to audit a user's activity across a workspace. As a result when investigating a data subject request or understanding a user's activity if they were provided access beyond their requirements, this requires an audit of every individual…
-
Can we turn off the side folder menu that pops up EVERYTIME we open a sheet or report?
Everytime we switch from one sheet to another, the side menu folder structure opens up. To be clear - at our arrival to our destination sheet, the side menu folder structure opens up, and takes up between 15%-25% of the screen. We have to use the mouse or track pad to close it. This is a slow process and very annoying.…
-
Sorting Favorites
Hello - Is there a way to sort order of the items that appear in the Favorites section? I don't see the 'Pin to Top' option in Favorites and do not see a way to drag sheets to the top that I would like to appear first. Thanks!
-
Digital Signature
Hi all, I've searched for this topic, but i could not find directly what i was looking for. Is there on Smartsheet any functionality for digital signature that doesn't require pairing our service with another software? All the solutions i saw were about using another software to do it, but those were from 2017. I am just…
-
Remove 'Upgrade' button once request is sent
We have several users who periodically send an upgrade request using the 'upgrade' button next to the search dialog. We have informed most users that they do not need to upgrade to use the system, but the button appears to be too tempting to avoid. This results in too many requests being sent to team members…
-
Authorization List
Hello Team, Is there way I can generate the list of users, who I have granted access or as an administrator can I generate a report of a particular Sheet, Workspace or Work App. I am looking for all these 3 categories. We are grating access for multiple users from 2 differnet domain with differnet access level. I would…
-
When I upgraded from a trial account to a paid 'Pro' account I lost access to certain functions.
Hello, I recently upgraded my account from a trial to a Pro account and I am unable to do certain things. I am able to click 'Add column right' or 'Add column left' but not actually able to add a column. Additionally, certain functions are greyed out, such as 'delete column' and 'rename column'. I checked and I am still…
-
How do we change the Owner of a Sheet?
I am the new product owner for Smartsheet Business account, but I am only an Editor on the sheet. How do I change owners from one person over to myself? Thanks