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HOW TO: Duplicate / Copy a Group
Smartsheet Support Documentation does not have a way to duplicate, copy, or export a group in admin.smartsheet.com/manage/groups There is, however, a workaround that doesn't appear to be posted anywhere so I'm sharing it here: Open the group in the group list at admin.smartsheet.com/manage/groups Select "View Group" Select…
Formula to add Months to Date
This is the simplest formula I can find to add Months to Date. This considers sum of months exceeding 12, converting it to January and adding 1 to the year. Where: Term column is the number of months to add, Date is the starting date. =DATE( YEAR([Date]@row) + INT((MONTH([Date]@row) + [Term]@row - 1) / 12),…
Pre-Filled Forms Using URL Queries: Tips and Tricks
Using URL queries to pre—fill forms seems to be catching on a bit more lately. There are a lot of resources out there, but they can be kind of spread out, so I figured I would start a thread that has some of the lessons learned, tips, and tricks that I have discovered along the way. Tip #1 [info callout] The first one that…

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Recent Discussions

Access to add data to sheets
we have a lot of sheets that users need to enter data and add attachments and the like. what permissions are needed for this? it seems we have some users who are admin - but they don't really need to be. so how are the permissions set to be able to add data to sheets, and remove from being admins?
User Level Admin
Proposal: Creation of a Dedicated User Administration Role in Smartsheet Objective: Introduce a new Administration Role within Smartsheet designed to assist with user management tasks while maintaining strict security boundaries. Scope of Responsibilities: Manage provisional users and oversee user licensing. Perform…
WorkApp Admins
Just as Workspaces can have multiple Admins, can we make it possible for WorkApps to have multiple admins? It will make maintenance and adjustments easier to manage.
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.
Add users on seat types page
October 8, 2025 System Admins can now add users on the seat types and true-up page in Admin Center. This new feature saves System Admins time by enabling them to add individual users directly on the seat management page as well as add users in bulk via file upload. Users can be assigned paid Member or free Viewer seat…
Automating Seat Management now generally available!
September 3, 2025 System Admins can now automate Provisional Member approvals through IT service management (ITSM) systems like ServiceNow, Atlassian, or Freshservice. The newly available integrations streamline seat management and reduce administrative workload for System Admins at organizations with large numbers of…
Smartsheet API Deprecations risk?
Without being an administrator (or even in the IT dept), how do I know if my organization is at risk for the Smartsheet API Deprecations events?
User Identification to Site
Provide method within Admin to identify a User to a particular site. This is helpful when administering multi site users. I would like the User.csv output to contain the site that the user is assigned to. It would also be helpful to sort users by site in Smartsheet.
PIN and Touch ID for Smartsheet App
Hi It should be a standard expectation that all apps holding significant IP data and financial information have minimal protection in place. Imagine a bank app that didn't ask for your PIN or Touch ID? It should be self-evident that the Smartsheet app MUST have a security feature. Please make this an obvious high priority.…
Remove User API enhancements now generally available!
April 30th, 2025 SysAdmins using the Remove User API can now leverage enhanced API functionality to align with the updated Smartsheet governance framework. These updates ensure that removal of users adheres to plan-level security controls, reducing administrative complexity and improving compliance. Removing users from the…
WorkApps Expansion of Number of Admins
My team recently learned that we can only have one admin for a WorkApp, which is causing some challenges and concerns. The main challenge is that the only time the WorkApp can be edited is when that single person is in office. We want to roll out wider use of WorkApps, but we need the person who works 8am-5pm and the…
Deactivate and Reactivate API enhancements now generally available!
April 1st, 2025 SysAdmins using the Deactivate and Reactivate API can now leverage enhanced API functionality to align with the updated Smartsheet governance framework. These updates ensure that deactivation and reactivation of users adhere to plan-level security controls, reducing administrative complexity and improving…
Security Score, now generally available!
March 26th, 2025 The Security Score helps SysAdmins assess and strengthen their Smartsheet security posture by providing a data-driven score based on implemented security capabilities. Rooted in industry best practices, the score includes a categorized policy breakdown and an intuitive metric to track security strength and…
PLANNING: How do you Plan/Outline/Chart your New Projects?
This isn't really a "Basic" question but more for Admins or people with several Smartsheet Projects under their belt. I recently got a job working with a few people at a helpdesk that creates Smartsheet solutions for departments in our city. They don't have a system for project intake/planning yet. So typically we use…

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