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…
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!
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…
Hi Guys, I'm using Zapier as an automation tool to create reports in SS. Now, the account I'm using in Zapier to connect to SS is mine, and I have admin permission. On a high level, the automation is creating a report under the relevant Workspace, and the user associates with this report has to move it to a subfolder…
Currently, it is possible to be logged in Smartsheet and Dynamic View under two different accounts, simultaneously, on the same machine. Unless a user explicitly logs out of Dynamic View or clears the browser cache, the next time Dynamic View is opened, the previous session is resumed. This presents a problem for shared…
