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Contact field list management (data shuttle or groups)
Managing contact field lists for numerous sheets is time-consuming and subject to error. The ability to manage this by using Data Shuttle to update the contact field options OR being able to select a "group" for contact field options allows this field to dynamically update from a central location.
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Dynamic View - Share to A Group??
Hello all. Our team has a purchase request submission process using a smartsheet form, and then a dynamic view setup so that they can track the status and make updates to their request throughout the life of it. However, I also need managers of each department to have access to these requests. I have created smartsheet…
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Allow provisioning of memberships through Okta groups
The license model allowed us to provision licenses through Okta groups which is a much more sustainable approach. The User Subscription Model removes this functionality and forces hours of manual work, continual upkeep, and adds significant challenges to monitoring licenses. Bring in the functionality from the license…
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Group Management - Automation Ideas/Suggestions
Has anyone come up with automation for adding people to groups? I'm currently using an Excel file to help me determine what groups new hires should be added to; then I add them manually. It would be nice to find a way to automate this.
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Multiple Owners to add users to Smartsheet Groups
Problem: Currently, only one person, the owner of a Smartsheet Group, can add people to a group. This causes a delay for users seeking permissions to workspaces, sheets, etc. The owner must remember to switch ownership to another person if they are going to be out of the office. Otherwise, users can't be added to the group…
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"Limited" Smartsheet Groups that can never be shared above a certain permission level
With the new User Model, there is a quirk that drops someone downgraded to Viewer who are part of a group that has been given "editor" permissions. This has caused us a lot of problems as we try to adapt. My suggestion is that part of Group creation, a designation that it cannot be give permissions higher than Viewer. This…
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See all WorkApps, sheets, and other items shared to a Group
How can I see all WorkApps, sheets, and other assets shared to a Group? I pulled the Group sheet access report but it does not show WorkApp permissions. Thank you, Neil Egsgard Southern Alberta Institute of Technology
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Single User Report for managing licenses
I'd like a report the contains all the following information so I can manage enterprise licenses: Name Email Active/Deactivated Role License consumed? Last Login Date Group(s) We manage our license disbursement across the enterprise by using groups. But I can't pull a report showing group membership at this point.
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User Report with Group Membership
We are managing our licensed members by using groups. How do I create a report of all the users with their group memberships?
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New user cannot edit report filters even with Admin permissions
Hello, I have a new employee and have setup her Smartsheet account just as we do with all new employees. I gave her a license and added her to a few user groups to give her access to workspaces and "Editor - can share" permissions. She is unable to edit the filters of some commonly used reports. I verified she has…