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Easier way or better UX on Group Ownership Transfer
I recently came across that you can't transfer Group Ownership unless you "View Group" first even through there are 2 menus shows up which are miss-reading. I found out you can't transfer from here. When I click this "Transfer Group Ownership…" nothing happens. (No pop up nor warning) If they can't remove it, I need some…
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Merged: Report Needed -> Users & Groups
This discussion has been merged.
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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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Is there a way to merge user groups?
Two teams at my company have recently merged into one, and I was wondering if there's an easy way to merge their Smartsheet user groups into one group. I don't see a "merge" option available in the Group Management portal.
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Do I need to update Contact List options when adding alternate email addresses?
Hi there — We acquired several companies a few years ago and kept the companies' email domains as part of our system. We've verified these domains on our Smartsheet account. However, we now want all the members on our account to use our main email domain. I updated the affected users, who confirmed their main email…
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Reporting on License Changes
I'm hoping we'll eventually be able to run more detailed licensing reports through the admin center. It would be extremely helpful to have data on when licenses are assigned/removed from users and by whom to make sure that processes are being followed and pinpoint changes/errors.
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Can we apply security settings to an entire workspace except forms?
Hello, Our IT dept is utilizing Smartsheet to satisfy the needs of several teams currently. One example of this is a workspace created for Credentialing personnel and tracking that process at the corporate level. We have been researching the Safe Sharing and Governance controls within Smartsheet, and would like to set up…
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How to remove deleted sheets from Sheet Access Report?
Even as a System Admin for my org, I do not have the ability to see all the sheets/reports/dashboards created by my organization's users. So to identify the Smartsheet resources used across the business, I periodically run a Sheet Access Report out of the Admin Center. However, I've noticed that deleted sheets never…
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Help Article updates - August 2024
Hello Community, We’ve created new content to highlight specific capabilities: Jira Connector Learning Track Salesforce Connector Learning Track Integrations and Add-Ons Learning Track We’ve published the following new articles: Admin Center: Manage authentication options Admin Center: Apply security settings to forms…
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Is there a way to create a central dashboard that collects the separate forms for multiple teams?
I am building a new Intake System and I need multiple teams requests forms all to funnel to a central location without using one giant form. I need any help, suggestions, ideas? Our business will have about 10 forms for our department. HELP!