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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.
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User deletion
I hope you are well. I wanted to know if when I delete an account from my plan, the comments it has made over time are deleted or remain intact? Thank you very much in advance.
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Smartsheet policy for your organization?
Asking this again since the thread I found did not have many responses - has anyone written a Policy & Procedure for your organization for rules around using Smartsheet? Looking to cover: User management- who gets licenses/levels of access for different staff Storing work in designated workspaces Sharing/publishing outside…
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Google login from Smartsheet invite
My organization uses Google Workspace and so I want my users to use the log in with Google option. However, if they don't already have a Smartsheet account, if I invite them to my organization as a free collaborator or share a sheet with them, it seems like Smartsheet just prompts them to create a password and doesn't give…