Account/User Management


Discussion List

  • The difference between Limited and Restricted
    In Using Smartsheet
    Hello, I am hoping someone can really explain (over explain) the difference between Limited and Restricted permissions in sheet level automation workflows. I can see how Smartsheet defines it: Restricted (Default)—Only people who can view …
    14 1
    Accepted Answer 14 views 1 comment Most recent by Krissia B Using Smartsheet
  • Access Issues with Smartsheets?
    In Using Smartsheet
    Hi All, I have a paid license on Smartsheets and need to invite free users to certain spaces/documents to collaborate on work documents. However, when I share to users (both free and paid) with admin or editor access, they can't edit the d…
    Answered - Pending Review
    14 5
    Answered - Pending Review 14 views 5 comments Most recent by Andrée Starå Using Smartsheet
  • Licensed vs Admin status
    In Using Smartsheet
    Does anyone else have a challenge with this mix of functionality? As a "free user" with admin access to a sheet, someone can move or copy entire rows somewhere else. But that same user cannot lock a row or columns. (And, while…
    12 0
    12 views 0 comments Started by Dale Murphy Using Smartsheet
  • How can I share a report to an user without sharing him paper, source of report?
    In Using Smartsheet
    I would share some data in a report with an user but I do not want share with him the paper, source of report. The aim is to use report as a tool able to visualize data for all users and to track and modify data on a paper used only by our…
    13 2
    Accepted Answer 13 views 2 comments Most recent by giusece Using Smartsheet
  • Conditional Formatting in a Report
    In Using Smartsheet
    Is it possible to include Conditional Formatting in a Report? I see discussion on this topic from a few years back, wondering if there has been an update or an easy work-around to include Conditional Formatting in Reports. Thanks!
    2584 11
    2.6K views 11 comments Most recent by Andrée Starå Using Smartsheet
  • % Allocation
    In Using Smartsheet
    As a new user, I found that the % Allocation column does not respond to input from the Duration column, as seems intuitive to me. After reviewing community comments, I find that the % Allocation functionality in Smartsheet does not actual…
    EdL Profile Photo EdL
    1774 9
    1.8K views 9 comments Most recent by Alon Dagan Using Smartsheet
  • Certification Exam
    In Using Smartsheet
    I took the certification exam back in January as an "early adopter" for my team.  Some of the other members are now getting around to taking it and asked me about the practical component (part II) where you have to send off a fil…
    126 6
    126 views 6 comments Most recent by BatmansKnight Using Smartsheet
  • DocuSign/filling out fields
    In Apps, Integrations, and Add Ons
    Hello, I am an enterprise user and I am having difficulty with the form fields and DocuSign integration. We need the DocuSign document to be sent out for signature with the data submitted from our Smartsheet sheet/form showing. An older ar…
    Answered - Pending Review
    25 1
    Answered - Pending Review 25 views 1 comment Most recent by Genevieve P. Apps, Integrations, and Add Ons
  • Center of Excellence
    In Using Smartsheet
    If someone wants to subscribe to the Center of Excellence, can he/she do that without being a paid Smartsheet user, or does the person need to upgrade?
    486 5
    486 views 5 comments Most recent by Genevieve P. Using Smartsheet
  • Determining SmartSheet access method email+password vs Microsoft (Azure AD)
    In Using Smartsheet
    Is there a way to show what method users are using to log in? I want to ensure all our internal users are using Microsoft (Azure AD) as the login method rather than email+password and it would be useful to know who is using which method. I…
    12 1
    Accepted Answer 12 views 1 comment Most recent by Jason Duryea Using Smartsheet