-
Can External Users be added to Groups under USM if the security control is on?
We converted to USM. Since external users can be added to our plan (in the true-up user management console) and we have the group control that restrict groups to people who are part of the organization, can external users be added to groups?
-
How do External Users return when re-shared and previously downgraded to Guest
Recent updates of USM articles state "Once downgraded to Viewer (or Guest), they can only be upgraded to Member manually by a System Admin." They also mention if a user is removed/access revoked, they can be re-shared using the same email. We have a policy that ALL external provisional members are downgraded to Guests at…
-
Legacy Plan Changes Allowing External Users Able to Create Assets
Hi - can someone help me understand or get caught up on the changes to user capabilities under the legacy plan? I've opened up a support ticket about this. I took over as the System Admin last year. In trying to clean up our user list, I discovered an external user on our User Type report but NOT on the User Management…
-
Single Intake Form - Share with multiple external partners
Hi - hoping you guys can help point me in the right direction. We have a dashboard currently in place, but it isn't the most functional so I want to see what other options there are. We have a single intake form for multiple external partners. All feed into 1 sheet which lives in an internal only intake-focused workspace.…
-
What activities require paid membership for external partners?
If external users are sheet/report/workspace owners, are they required to be paid members? We have 5 or 6 partners who have created/own items and I am assuming they have to be paid members if they own items in our account.
-
External Report Sharing
Has there been an update, or is there a simple workaround for sharing a report to external users without sharing the source sheet?
-
WorkApp Suggestions - Importing Users
Hello, I use WorkApps frequently, and I am trying to introduce it for use throughout our entire organization. An item I wish it included/expanded on: Allow importing of users into a role. Importing from an Excel file would be very useful. I have a client who has a large group of users in one location and wants to use…
-
WorkApp Suggestions - Expanding the number of pages
Hello, I use WorkApps frequently, and I am trying to introduce it for use throughout our entire organization. An item I wish it included/expanded on: Expand to more than the 50-document limit for a specific WorkApp. We are implementing in phases, and the limit requires us to create additional WorkApps for a client, as we…
-
If External Users can be Paid Members under USM, does that mean they can be Owners?
Under the new USM, since external users can be provisional Members with the same access as a paid Member and then move on to a paid Member, does that mean they will now have the option to be assigned as an Owner of an asset they are shared to? Or will they still be limited to Admin permission level as the highest level?
-
External users viewing own data in published reports
I've published a report on a dashboard my external users (contractors) can access by logging into Smartsheet - they are set up as non-licensed viewers. I've set up the report to show their own data only using the current user filter. However, it seems they can't see any data in the report on the dashboard, it just shows a…
-
Proofing While Hiding Columns
Hey Smartsheet community, We want to utilize the proofing feature with our customers while in the same sheet hiding specific columns just from the customer (while allowing our team to see those columns). Dynamicview does not appear to allow for proofing, and a report would require sharing the entire base sheet. External…
-
Does Smartsheet have the capability of tracking external users that complete a Form?
I created a external ticketing system in smartsheet and set up automation for a message and survey to be sent to the person who submitted the ticket. Ticket submissions will come from people outside of the organization and who are not smartsheet users. I use a Contact column to capture their email, thus have the ability to…
-
User Subscription Model (USM) Users Who Have Had a Provisional Period
I am trying to create communication and training resources as we prepare our transition to USM. Do I understand the USM articles correctly - if a user who has already had a provisional period is later shared at a higher permission level, it will automatically put them into a provisional status again? Does the system…
-
Guest Accounts for External Users Under New USM
Hi - There's has to be companies out there that in order to better ensure security controls, require external users to utilize a Guest account when using applications such as Smartsheet. My questions under the new User Subscription Model are: With a guest account using the same domain (company.com), but a sub domain…