Account/User Management

Discussion List

  • Best Practice -- Ownership Transfer, Order of Steps
    In Using Smartsheet
    Good morning, I am going to be doing an official handoff of our Smartsheet account administration to another user (currently unlicensed). That user will be the administrator of the account owning and managing the 6 workspaces currently i…
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    Question 14 views 0 comments Started by Bessie Koch Using Smartsheet
  • Permissions not allowing users to attach
    In Using Smartsheet
    Hello all, I'm having an issue with a smartsheet not allowing people outside of my company to attach things to line items. Everyone in the smartsheet has Editor - Can Share permissions. The folks outside of the company do not have smartsh…
    Answered - Pending Review
    24 4
    Answered - Pending Review 24 views 4 comments Most recent by Kfitzek Using Smartsheet
  • Assigned To shows email address not name
    In Using Smartsheet
    When I setup the contact in My Smartsheet Contacts I include the "Name" and "email address", yet when I go to assign the person to the "Assigned To" column sometimes it only shows the email address and not the…
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    1860 5
    1.9K views 5 comments Most recent by Marina Garrison Using Smartsheet
  • Crossing multiple data bases with a Partial Text/Number match
    In Formulas and Functions
    Hello all! This is my first question. I am building a tracker called "My Project Tracker" that takes information from multiple "master sheets" built by different teams with different purposes. See screenshot for example…
    34 3
    Answered ✓ 34 views 3 comments Most recent by Genevieve P. Formulas and Functions
  • Admins cannot Edit our Smartsheet after sharing permissions changed
    In Using Smartsheet
    We are on a Pro Plan account with one license. We would like two people to have the ability to edit and add data to a Smart Sheet. We have granted them editing permissions and then tried giving them Admin permissions. They are both unable …
    Answered - Pending Review
    28 1
    Answered - Pending Review 28 views 1 comment Most recent by Andrée Starå Using Smartsheet
  • Alternative of Event Reporting API
    In API & Developers
    Hi, Can you please let us know if there is another API expect Event Reporting API through which we can extract Event data of users.? Thank you
    Answered - Pending Review
    16 1
    Answered - Pending Review 16 views 1 comment Most recent by Andrée Starå API & Developers
  • Do group admins have to be in a group?
    In Using Smartsheet
    Hey there, I have made groups that I want to continue to manage, but I do not want to be a member of the group. Smartsheet seems to add the group admin by default and when I delete myself from a group, I reappear. For example, I want to m…
    Answered - Pending Review
    14 3
    Answered - Pending Review 14 views 3 comments Most recent by Genevieve P. Using Smartsheet
  • Request Access Notification
    In Using Smartsheet
    I provision all projects for our PMO and each project is housed in a Workspace to control access, so, I am the 'owner' for each project in our organization... This setup worked for a time, but now that we're scaling up, I'm receiving acce…
    357 3
    357 views 3 comments Most recent by Atul Chopra Using Smartsheet
  • Digital Signature
    In Using Smartsheet
    Hi all,   I've searched for this topic, but i could not find directly what  i was looking for. Is there on Smartsheet any functionality for digital signature that doesn't require pairing our service with another software? All the solut…
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    4.1K views 11 comments Most recent by Primoz Using Smartsheet
  • Using CountIfs to track a column will multiple options
    In Formulas and Functions
    Hi everyone I have a multi select column that I am trying to use a countifs statement to count of instances of a name. However it only returns cells where only the name exist and nothing else. Does anyone know how to make it that it counts…
    26 4
    Answered ✓ 26 views 4 comments Most recent by Paul Newcome Formulas and Functions