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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…
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How to create a contact group
Dear community, kindly seeking for your help to find the way how to create a group of contacts (or a way to add a pre-created User Group) in a drop down list in "Send update request" function during "select contact" drop down list. Hope my question is clear as english is not my native language.
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How do I export a list of Group members/names?
Hello, we have a lot of Groups with many members. I need to do an audit of each Group's members to make sure people are in the right Group (we've had some turnover/people changing teams). I am looking for a way to export to Excel each Group's member list so I can easily do that audit. I don't see an obvious option for…
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Merged: Using groups in contact columns
This discussion has been merged.
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Merged: Show or hide columns by grouping (in Grid View)
This discussion has been merged.
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Adding a group in contacts column
Hi, I have created several groups and would like to add a group instead of a list of contacts in a contacts column. Is it possible to do that in Smartsheet?
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Automate Group membership management
Idea is to automate group management based on some users' information like: email domain Licensed/unlicensed Active/Inactive User description or attribute that can be used to enter text to be used as filter And also schedule report to send group membership to group owner.
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Group Management: Managing Group Membership
It would be great if there were a way to manage updates to Group lists by sending a spreadsheet via data shuttle or some other method. This would facilitate creating controlled methods to allow local management (e.g. staff member leaves and another requires access) for certain group roles with oversight and automatic…