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Removing Shared Users
One thing that frustrates me the most is not being able to remove shared users easily. I know in the User Management section I can type in a e-mail address and have that person removed from all shares. However, I have 100+ shares. Why isn't there a list that shows me every person that is allowed to share on each sheet.…
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Sheet Timeout & Performance Issues – Identical Copy Works Fine, Original Doesn’t
Hi everyone, I’m currently working with a Smartsheet that includes: ~30 conditional formatting rules ~1700 rows Multiple columns with INDEX/MATCH formulas Numerous columns with regular @cell formulas Numerous columns with various types of data Two Data Shuttle workflows that update dropdown values in two columns Multiple…
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Connect Xero Reconciled Bank Account Balance
Hi, I am completely new to Smartsheets and I have an issue with regards to integrations with other software. I basically want to connect the reconciled bank balance from Xero to a 12 month cash flow I am developing in Smartsheets. I am currently unsure which trigger via Zapier to pick and was wondering if anyone knew or…
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Folder-level permissions
I have a Workspace with folders for different teams. Is it possible to give access to certain folders and not the entire workspace? Currently I am giving everyone viewing access to the Workspace and the editing access to specific sheets. It would be nice to manage the access rights on folder level
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Help Article updates July 2025
Hello Community, We’ve published the following new content. New videos on these topics: Smartsheet Permissions and Sharing in Sharing permission levels and tasks How to create a Sheet Summary Report in Create a sheet summary report How to create a Row Report in Build a row report And these new best practices: DataTable…
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Users Removed from a Smartsheet Account but in a Company Created Distribution Lists Shared to Assets
I know Distribution Lists (DL) are discouraged and we continue to try to prevent users from using them, but there is no way to best manage this. We are currently on the legacy subscription plan but preparing to convert to USM so cleaning up our user lists REMOVING inactive and termed employees through the Admin Center:…
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Merged: Option to add add widget descriptions for additional context on Dashboards
This discussion has been merged.
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How Can I AutoAdd my SysAdmin user Group to Every Newly Created Workspace?
I have a set of templates pulled together that will be used for every new Workspace going forward. I also want to ensure that my SysAdmin Group is always assigned viewer access by default. I added my SysAdmin Group to the template workspace as viewers. I did a "Save New" and selected the Sharing Options checkbox "Sharing"…
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Solution Spotlight (HLS)- Dynamic View for Insurance Verification & Accreditation Processes
Hello all! On Tuesday, 1/7/25 at 11:30am PST/2:30 EST the Healthcare & Life Science (HLS) Solution Engineers are putting on a Solution Spotlight Demonstration of two unique solutions utilizing Dynamic View to securely control data. The registration dashboard is here (no account required, and even if you can't attend we…
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Ability within Dynamic View to Share Admin Access to a Smartsheet Group OR Mass Share Admin Access
For anyone using Dynamic View with over 30 views, it gets increasingly difficult to manage Admin sharing within your views when views are pertaining to different clients, departments, areas, etc. The ability to use groups for sharing access to Dynamic Views is standard practice, but there is no group sharing for Admin…