-
Sharing Portal to Unlicensed Users
My company has a Smartsheet account that I am a licensed user under. I have created a portal that I would like to share with our non-licensed suppliers. The information is sensitive, so I selected the share option of "only available to users shared to this item". I added all the Supplier POCs to the shared list as viewers.…
-
Color Fill Legend
Across my sheets I have various forms of conditional formatting. I need a legend on my sheets. Can Smartsheet add a tab or a button or something that describes what colors mean across the sheet?
-
Dynamic View accessibility
My colleague have created a dynamic vie of the Smartsheet and shared it with me and others. To access the Dynamic view, is it necessary to have a license of the Smartsheet? Or only having the access to that sheet will suffice? I'm getting attached error. Need assistance on this.
-
Smartsheet Dashboard sharing with a group - fail
Hey, Smartsheet community! I am hoping you can help me figure out why my attempt to share a dashboard with a user group is not working. I have two different user groups I need to share a dashboard with. The dashboard is simply a list of shortcut links to Smartsheet forms. Let's say person A is in group 1. I have given each…
-
Strange Issue with Sharing
I am trying to share a sheet with someone (both are on free accounts if that matters) and when I enter the email address of anyone when I try to share, it simply disappears when I get it typed in and hit enter or click their email. I recieve no errors. It wont allow me to share it at all. The sheet is currently shared with…
-
Swimlanes for Card View
Card View has limited capabilities. As various Agile frameworks grow it would be great to have teams or categories as swimlanes. This should allow X and Y axis coordination. For example: X axis could be status of a card: New, In Progress, Release, Closed Y axis is team owning the card: Team A, Team B, Team C X and Y axis…
-
Sharing reports with free users
Hi - I have created a report and shared it with an external free user, however, he is unable to see anything on the report. I also tried publishing the report and placing it as a widget in a dashboard with no luck. Is there anyone that has done this and can let me know how to provide them the info? I also wanted them to be…
-
Parent/Child/Ancestor Relationship to Referral Source, Client & Team Member
I am trying to make a relationship between the referral sources who have many referral agents in different counties who refer us clients which are handled by our team members. We track the clients compliance documents in smartsheets. The team member has a set of compliance information we track as welll. They are associated…
-
Free Webinar: Sharing Best Practices
Hello! We will be hosting a free webinar March 10th "Sharing Best Practices." Join us here to learn more about sharing in Smartsheet.