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Transferring ownership across plans
I am trying to transfer the ownership of all assets created by a colleague of mine. However, because his team did not know that our company had an Enterprise account they purchased a Business account and then created an entire business critical dashboard. I am licensed user on our company's Enterprise plan. I need this…
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Can't See Groups or Users
Anyone else who can't see any groups or users - both screens are empty after multiple refreshes:
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Merged: Bulk remove "Revoke Access to Items"
This discussion has been merged.
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User Access Issue - Account Management
In Admin Center under "Seat Types and True-Up", we accidentally set a user to "No Access", so their name disappeared from the list of users. We need to get them back and can't see a way to do it. If we try to manually add the user, it says the user already exists. We tried to call support and they couldn't seem to help…
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Sheet Access Report
Hello Smartsheet Gurus, I just pulled my Sheet Access Report and it's missing the Unique Key data point. Is anyone else seeing this when pulling the Sheet Access Report from the Admin Center?
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Admin Locked Out After Domain Change – Access Blocked for 2 Months (High Business Impact)
Hello Smartsheet Community, Our company recently went through a domain/email change, and since then one of our team members has been unable to access her Smartsheet account because the previous email tied to the account is no longer accessible. We have attempted several times to update the account to the new email address,…
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How do all users populate in a contact column as I type?
We connected our new account to SCIM and added in all employees in the company to Smartsheet. As we are using a contact column in a grid, those people are not populating as we start to type their name. We are not able to find information on why this is not working. Does a user have to accept an invitation and log in before…
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Provisional Member Sheet Access Report
Hi there, our company is still new into the new Subscription Model and we've been a bit confused on the best ways to understand the Provisional Member role. We have a fairly large user count and are now seeing quite a few come into this initially and now are trying to best manage requirements for upgrading vs downgrading.…
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Unable to delete old data
Hi My Smartsheet Business account was inactive for 3-4 months; but now when it's active again, I do not have the permission to delete my old data (I tried deleting a single item like a sheet but it didn't work). Some facts: All the old data was created by me only. There is no other person in my Smartsheet account. I never…
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Seat type report - what is an "edit"?
Hi all, I ran our Seat Type report as part of the true up, and I noticed that a single user has made almost 550,000 edits in Smartsheet in the past 365 days. This is not a power user, the user account doesn't create items. I have 3 other outliers in the 10,000-20,000 range. So now I'm curious, what constitutes an edit in…
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Help Needed: Allow Employees to Edit Sheets Without Paid Licenses
Hi everyone, I have a Business Smartsheet account, and I recently noticed that all my employees are now listed as “Viewers” in Seat Management. As a result, they cannot edit their tasks, even though the sheets themselves grant them edit permissions. My goal is for them to use Smartsheet without paid licenses—essentially as…
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Best Practices for documenting Smartsheet Assets and automations
Looking for ideas on documenting implemented Smartsheet Solutions across the company. We have had a team member leave the company and having difficulty (1) Finding everything she created and (2) how it all interacts.
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Is the SmartSheet Support Portal and AI Assistant working correctly?
Wondering if the AI assistant is meant to be working or if it's an experimental feature? I spoken with the ChatBot and I thought that it would go ahead and create a ticket and have someone call me back to investigate an issue with User, Seat, Group Management. After 2 hours I realised that there weren't any tickets…
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User Types for Update Requests/Forms
Hi there! Our Account Manager today informed us that users would need to be paid members to receive and complete Update Requests going forward. I can't imagine that Form users would need to be members, but I don't know how that differs from Update Requests, since neither requires access to the underlying sheet. Is it…
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Changing single asset access on new membership model
Hi there - We recently transferred over to the new membership model. In the past, I could change a user's access on a single item in a workspace without changing the workspace permissions. For example, a user could be an Editor on a report but overall have Viewer access to the workspace. However, now I am finding that I…
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Managing Premium Apps
We should be able to manage Premium App permissions through UAP or to adjust what the default is for each app as new users are automatically added.
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Add users error "Business Rule Violation"
Hello, I am in the process of adding several users to our Enterprise account. The first 2 went fine. I cannot add the third individual. I get an error that says "Business Rule Violation", I have tried multiple times. I cannot see that this person is already a user. Any answers? Thanks
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I shared my sheets from personal account to my business account and now they won't un-link
Hi, I'm hoping someone has done the same thing and can help me figure out what to do :) When I joined my current company, they did not use SmartSheet. I have my own personal Smartsheet account, that is linked to my email address, and I pay for it annually. I have templates and dashboards created and I started creating some…
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How to transfer a sheet from an Owner who no longer exists
We have an account in SmartSheets that owns sheets as an Owner. However, the user does not show up in our users list, so we cannot delete. To further explain: As part of a new business acquisition, sheets were moved by Business A to new Business B using this account. Once all sheets were transferred, the Business A account…
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Sheet Access report
Hello. Me and my team are doing an audit of users who have access to edit items in our account and one of the reports we're using is the Sheet Access report under the User Management section of the Admin Center. However, we're running into some weird things. When we dig into the Sheet Access report, we sometimes notice…