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Center of Excellence
If someone wants to subscribe to the Center of Excellence, can he/she do that without being a paid Smartsheet user, or does the person need to upgrade?
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Can a proof link to a report and not a sheet?
We have a master document that is only updated and fed by a form and reports. Now that I am using the proofing module, the alert from my artist takes my people to our master document and not the reports they work from. We just had an employee working in the master document which could have been a disaster (2 years of CRM…
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Determining SmartSheet access method email+password vs Microsoft (Azure AD)
Is there a way to show what method users are using to log in? I want to ensure all our internal users are using Microsoft (Azure AD) as the login method rather than email+password and it would be useful to know who is using which method. If I shut down email and password access I believe that will affect external users, is…
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Can multiple users make updates at the same time to a report with a 'has any' 'current user' filter?
Hi, Background: I have multiple Smartsheet files with around 1000 rows that each involves around 20 assigned individuals with various technology literacy. Due to assignees various technology literacy and to maintain the integrity of the Smartsheet file, I've created an individual report per assignee that is filtered by…
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Dashboard access via link not showing the user as logged in.
So, I am having an issue with my published dashboard. I have embedded a report utilizing the current user function. I have found that when my team accesses the dashboard by manually navigating to it through SmartSheet, the report works perfectly and they are able to view it. However, when they use the published link (which…
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when I upload users from csv file, I got unreadable names, probably the wrong charset settings.
I've tried severeal times, it's obvious Smartsheet saves those accounts as they were uploaded the first time, and there are no option to update those names in batch, and there are no options to edit one by one either until those users activate their accounts. can anyone help with that? I asked technical support team 6 days…
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Finding sheet owner
I have a licensed user that has left the company. Who I transfer the sheet ownership will be determined by what the sheet contains. I can see this user has ownership of 1 sheet and I can't easily locate the sheet. Is there a way to determine who has ownership of the sheets in an account? Thanks in advance.
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User experience when using SAML 2.0 with Okta
We're testing the use of SAML 2.0 for authenticating to Smartsheet. The default login page doesn't include the "Your Company Account" option. It seems users have to somehow know to type in their email address (without a password) and click Log In, at which time Smartsheet recognizes which authentication methods are…
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Why can't I edit First/Last Name of an unlicenced user before they accept invitations?
Until an unlicensed user accepts an invitation, it is not possible to edit their First Name or Last Name, or their Email Address for that matter. When adding a new unlicensed user either individually or via a bulk upload, Smartsheet stores their email addresses in a central location (most likely for future marketing…
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Error message when mass loading users
Hi, I get error messages while mass loading non licensed users to the system. I used the template provided on the website to create the csv file. See sample attached (I changed name and email addresses). Any idea what those 2 messages mean? I get them with the same file.