Sharing and Collaboration

Creating and Sharing Dashboards
Hello Community! I am starting to get really good at creating dashboards, but wanted to chat about best practices. I can foresee the need to create externally facing dashboards for our customers but wondering what the best way to do that is so that it doesn't become super time consuming. Is it best to create a copy of the…
What are my options for MFA on third party free accounts that I share to?
I have a project that involves users from several organisations (My org, partner orgs and client orgs). Free accounts allow us to communicate effectively on various projects but I am concerned that if a user in partner "A" (whose access is user.name@partnerA.com) leaves and is hired by partner "B" they will stil be able to…
Tips and Tricks for Sheets
This is a general message, I am using Smartsheet for all my work purposes, making calendars and setting notifications, are there any tip and tricks that people have some across that they found useful/quirky/productive? A bit about the calendars: there are 30 or so all individual, each member of the company has control of…
Bulk Remove Items in Sheets Folder
In the Sheets folder that stores all owned items, as well as items shared to you, there is not a good way to bulk remove these items. There is a Select All checkbox, but once clicked, the Actions button is greyed out. This causes users to have to manually go in and remove each individual item, which can be incredibly labor…
Approved Domain Sharing
Hi all, As an Admin I would like to run a report to establish what external users have been given access to our content. All external users have to be in the approved domain sharing list, however what are they accessing? Thanks Gavin
Merged: Ability to send workflow alerts from user email address
This discussion has been merged.
Workspace Permission Changes and Sheet Ownership
Hi, we changed some permissions on a workspace (made some Admins into Editor Can Share). It appears that when we did that, if they were the Owner of a particular sheet in the workspace, ownership was transferred to me. I am the sole Admin of the workspace but I am not the Owner of the workspace. Why did ownership of the…
Send an email update to a row without direct email integration
Many project management and CRM tools I've used provide an email address for each project in order to use it to forward an email update directly to the row (or use the CC with this email so the email record goes directly into the row comments/conversation). Smartsheets should offer the ability to view the address (for…
Multiple Sheets
Hi All, I have created multiple sheets and assigned different individuals to carry out their tasks in their own sheet. While I have set up the automation separately in the back of each sheet to move rows once certain criteria are met and move the sheet (Job) on to its next stage and next employee. I would like my original…
Pivot Sharing
I've developed a couple Pivots and Data Shuttle processes to do some data manipulation on a monthly basis. Unfortunately, I can't share these processes with others on my team--I can only transfer ownership completely. This is a pain point when we have scheduled vacations or just need someone to cover something in an pinch.…

Sharing and Collaboration

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