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How to Limit Access to Smartsheet
I know this question likely goes against all that is Smartsheet, but... We have a sheet setup to take submissions from a form. When a new row is added, a contact in a column is notified. After the row's status is still "in progress" for 3, 6, and 9 days, the contacts get reminders that these rows are still "unresolved" and…
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Editor Permissions
Hi, We have sensitive data and its important for us the shared Editor to be able to edit cells information but not to be permitted to delete rows and columns . Is there a way to configure sheet sharing permissions for editors and public users and and not to allow them delete the rows and columns ? Thank you
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Can I make a person an Admin on a report but make them only as an Editor or View on base sheet?
I have created multiple reports from a base sheet but do I am wondering if one person can have different access levels to sheet and base sheet. I know they need access to the base sheet in order to view and edit information the report but I don't want them to have access to edit or share the base sheet.
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Did the 'View cell history' get removed from collaborators?
I seen a community session where some license users said the 'view cell history' function was being taken away back in 2019 but then the last message noted said the decision was reverted and the function was going to continue to work on all permission levels. A vendor just emailed me asking me to provide them the cell…
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Should I be able to share a dynamic view with a free-user license
I have a dynamic view tied to a sheet where the General permissions are such that access is restricted based on a field I called Primary Customer Email. My understanding of Dynamic View was that I could then enter the email of a non-licensed viewer (a customer in this case) and they would have access to their row(s) of…
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Automation - Alerts for External Users
Hi there, I am having trouble with the automation in Smartsheet, specifically around alerting external users. The automation is for an issue control sheet, with automation that if "status" = resolved, alert user who logged (via form) with custom message. The automation works soundly, and when I test it with an internal…
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Admin Permissions
I have full admin permissions for our organization in Smartsheet. A sheet owner accessed a template and began using it; she is the owner. I did notice that her sheets are in a folder at the same level, but not within our workspace. I'm trying to help her with some formulas in the sheet, but evidently I don't have…
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Using reports (or other methods) to update sheet - security question
Hi there, I'm fairly new to Upwork. I have worked through a lot of the training material, but I haven't yet covered it all, and I also lack experience. I have a Sheet with a large amount of client data on it, some of this info is sensitive. I want to ask several staff members to make contact with each client, then update a…
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Assign Ownership to A Group
Hello, Can ownership of a sheet be assigned to a Smartsheet group? Our goal is to have the email notifications display the group name as opposed to the individual owners name. Thanks!
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Workflow permissions
Is there a way to enable someone to approve/decline a request (i.e. a PTO request) without giving them access to the entire sheet? I'd love to create several approval workflows for PTO, Expenses etc, but if i have to share the entire sheet with anyone who would interact with the approval process then it is useless…
