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Customize Account Invitation Email
Currently, when users are invited to join a Smartsheet account they receive a standard, system-generated email with no custom message. This has resulted in some users contacting the sender or a Smartsheet administrator, if they know one, to ask whether the email is legitimate or a form of phishing malware. The system…
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Log in as another user
As an admin, when I'm testing out new workflows or other things within RM or Smartsheet, I want to know exactly what users will experience with different permissions and access levels. Right now Smartsheet/RM do not offer this feature, but it would be helpful. I have used this feature in Workfront - link to more…
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Masking certain columns to viewers
Hi all, We have a main spreadsheet where we keep all of our projects including the budget for those projects. I would love an option where I can either share that spreadsheet, but mask certain columns or duplicate that spreadsheet, but not fill in the budget columns and then share that spreadsheet. Is there any option like…
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Sync User Management list with Smartsheet Contact Lists
It would be extremely helpful to have our users' first and last names and email addresses, as listed in the User Management List in the admin portal, synced with available contacts in the Contacts List to input as a contact in the Contact List column type. People are really confused as to why no names automatically show up…
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Business Plan features for a single license
I love Smartsheet's features. When I left my corporate job to strike out as a freelancer, using Smartsheet as one of my primary management tools felt like a no-brainer. Unfortunately there are some features I want to use (e.g., grouping on reports and sheet summaries) that are exclusive to the business plan, which has a…
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Last chance: Mastering marketing prioritization webinar
🔔 Ready to accelerate your marketing? Join our webinar tomorrow, Oct. 29 @ 10:00 a.m. PST! Discover how timeline view on Smartsheet can help you: ⚡ Boost your marketing velocity 📅 Hit deadlines and launch campaigns faster 📈 Drive better customer experiences at scale Sign up today to learn how you can revolutionize your…
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User Merge feature for System Admins
We require users to access Smartsheet via Single Sign On and experience many domain changes due to rebranding, which often results in multiple Smartsheet accounts being created. Because we don't have a centralized instance of Smartsheet, we had a workaround to merge user accounts. It involved using the alternate email…
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Billing
I have tried to downgrade and/or cancel my account. I've been contacting customer service for months now. The instructions they give me are pathetic, there is not an account icon on the bottom left. Smartsheet continues to close my cases without solving this issue. Perhaps someone who does not work for Smartsheet can help?…
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unable to merge user
We are going through a domain change. We're retiring two domains and migrating everyone into a new domain. All domains are validated and, to date, we've merged 930 users. However, when I attempt to use 'Merge User' on myself, it fails. Initially I tried adding my new email address manually, with the plan to promote that…
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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…
