共享组织

Sean_H
Sean_H ✭✭✭✭✭

你好!

我想知道,是否可以将Smartsheet Report共享给组织内的每个人编辑?我使用'当前用户'报告参数来限制用户正在查看的内容和可以编辑的内容。但是,当员工离开组织或雇用新用户时,更新用户组非常耗时。

谢谢你的建议,

肖恩

答案

  • 她名叫Stara
    她名叫Stara ✭✭✭✭✭✭

    嗨,肖恩,

    是的,这是可能的,但它们需要有正确的权限,并与下划线表共享。

    有意义吗?

    会工作吗?

    我希望这能有所帮助!

    注意安全,祝你有一个美好的一周!

    最好的

    她名叫Stara

    工作流顾问/ CEO @工作大胆

    我的帖子是否帮助或回答了你的问题或解决了你的问题?请通过以下方式支持社区把它标记为可接受的答案/有帮助.这将使别人更容易找到解决方案或帮助回答!

    Smartsheet专家顾问和合作伙伴

    她名叫Stara|工作流顾问/ CEO @工作大胆

    W:www.workbold.com| E:(电子邮件保护)| p: +46 (0) - 72 - 510 99 35

    请随时联系我有关Smartsheet的帮助,集成,一般的工作流程建议,或其他完全的东西。

  • Sean_H
    Sean_H ✭✭✭✭✭

    谢谢你的回复Andrée但是我还是有点困惑。


    通常我会通过点击蓝色的“分享”按钮来分享报告,然后输入要共享的用户邮件或组。我正在寻找的是一个共享所有的每个用户注册在我们的组织,以便如果一个新用户注册到Smartsheet组织,他们可以自动审查共享表。而目前我需要将这个人单独添加到每个报告中。

  • 她名叫Stara
    她名叫Stara ✭✭✭✭✭✭

    @Sean_H

    乐意帮助!

    我建议创建一个组,在其中添加公司的所有注册用户。您还可以拥有一个带有模板和与此组共享的类似内容的Workspace。


    有意义吗?

    会工作吗?

    Smartsheet专家顾问和合作伙伴

    她名叫Stara|工作流顾问/ CEO @工作大胆

    W:www.workbold.com| E:(电子邮件保护)| p: +46 (0) - 72 - 510 99 35

    请随时联系我有关Smartsheet的帮助,集成,一般的工作流程建议,或其他完全的东西。

  • Kat Woodham
    Kat Woodham ✭✭✭✭✭✭

    @Andree Stara-我有和Sean一样的用例/挑战。组也不能解决这个问题,除非可以在添加新用户和删除用户时自动维护组成员关系。我们想要一个与整个组织共享项目的无接触解决方案。我们几乎每天都有员工进进出出(大型组织)。管理一个所有公司的团队是低效的,也不具有可扩展性。

    @Sean_H-我使用发布功能与我的组织中的所有用户共享,但我也遇到了挑战。我们已经有一些用户收到了错误消息(很容易通过给他们分配许可证并删除它来补救——不确定为什么这样可以修复它),但更糟糕的是,我们无法看到哪些用户正在查看表。活动日志为使用已发布链接访问它的任何人显示“发布用户”。在我的用例中,我没有尝试使用当前用户过滤器,所以我不知道是否会与发布链接一起。

    你有动态视图吗?我可以与我的域名分享,它尊重当前用户(我很确定),但它也有它的怪癖,所以在切换之前做你的研究-如果这是你感兴趣的东西。

  • Sean_H
    Sean_H ✭✭✭✭✭

    谢谢你的回复@Andree Stara而且@kwoodham.我提交了一份关于共享的所有组织选项的增强请求。1万多名员工不可能跟上每天的变化。我试图通过使用“当前用户”功能,将不再需要为超过100个不同部门报告的工作从我的盘子中删除,但我意识到从组中添加和删除用户也需要同样多的工作。

  • 她名叫Stara
    她名叫Stara ✭✭✭✭✭✭

    @kwoodham

    @Sean_H

    你太客气了!

    如果我想起别的事,我就回岗位上去。

    Smartsheet专家顾问和合作伙伴

    她名叫Stara|工作流顾问/ CEO @工作大胆

    W:www.workbold.com| E:(电子邮件保护)| p: +46 (0) - 72 - 510 99 35

    请随时联系我有关Smartsheet的帮助,集成,一般的工作流程建议,或其他完全的东西。

  • 同意。一个自动化的“所有组织用户”组将非常有帮助。

  • @Andree Stara

    这个增强请求有任何更新吗?

Hi @Kaleb Riley<\/a><\/p>

I hope you're well and safe!<\/p>

Have you checked the zoom level?<\/p>

You could also test log out\/in and test another browser.<\/p>

Did that work\/help? <\/p>

I hope that helps!<\/p>

Be safe, and have a fantastic week!<\/p>

Best,<\/p>

Andrée Starå<\/strong><\/a> | Workflow Consultant \/ CEO @ WORK BOLD<\/strong><\/a><\/p>

Did my post(s) help or answer your question or solve your problem? Please support the Community by <\/em>marking it Insightful\/Vote Up, Awesome, or\/and as the accepted answer<\/em><\/strong>. It will make it easier for others to find a solution or help to answer!<\/em><\/p>"}]}},"status":{"statusID":3,"name":"Accepted","state":"closed","recordType":"discussion","recordSubType":"question","log":{"dateUpdated":"2022-09-02 11:57:16","updateUser":{"userID":143030,"name":"Kaleb Riley","url":"https:\/\/community.smartsheet.com\/profile\/Kaleb%20Riley","photoUrl":"https:\/\/us.v-cdn.net\/6031209\/uploads\/defaultavatar\/nWRMFRX6I99I6.jpg","dateLastActive":"2022-09-02T12:05:03+00:00","banned":0,"punished":0,"private":false,"label":"✭"}}},"bookmarked":false,"unread":false,"category":{"categoryID":321,"name":"Smartsheet Basics","url":"https:\/\/community.smartsheet.com\/categories\/smartsheet-basics%2B","allowedDiscussionTypes":[]},"reactions":[{"tagID":3,"urlcode":"Promote","name":"Promote","class":"Positive","hasReacted":false,"reactionValue":5,"count":0},{"tagID":5,"urlcode":"Insightful","name":"Insightful","class":"Positive","hasReacted":false,"reactionValue":1,"count":0},{"tagID":11,"urlcode":"Up","name":"Vote Up","class":"Positive","hasReacted":false,"reactionValue":1,"count":0},{"tagID":13,"urlcode":"Awesome","name":"Awesome","class":"Positive","hasReacted":false,"reactionValue":1,"count":0}],"tags":[{"tagID":219,"urlcode":"Sheets","name":"Sheets"}]},{"discussionID":94966,"type":"question","name":"If I deactivate a licensed user, does their license return to the pool of available licenses?","excerpt":"I am the System Admin on an Enterprise plan. If I deactivate a licensed user, does their license return to the pool of available licenses? It still shows them as licensed in User Management, and I can't make any changes to the user without reactivating them.","categoryID":321,"dateInserted":"2022-09-01T15:41:39+00:00","dateUpdated":null,"dateLastComment":"2022-09-01T16:55:21+00:00","insertUserID":86866,"insertUser":{"userID":86866,"name":"Jeff Reisman","title":"","url":"https:\/\/community.smartsheet.com\/profile\/Jeff%20Reisman","photoUrl":"https:\/\/us.v-cdn.net\/6031209\/uploads\/userpics\/3V8W2AM105QE\/nIDXI4I7VDS7W.JPG","dateLastActive":"2022-09-01T16:53:04+00:00","banned":0,"punished":0,"private":false,"label":"✭✭✭✭✭"},"updateUserID":null,"lastUserID":86866,"lastUser":{"userID":86866,"name":"Jeff Reisman","title":"","url":"https:\/\/community.smartsheet.com\/profile\/Jeff%20Reisman","photoUrl":"https:\/\/us.v-cdn.net\/6031209\/uploads\/userpics\/3V8W2AM105QE\/nIDXI4I7VDS7W.JPG","dateLastActive":"2022-09-01T16:53:04+00:00","banned":0,"punished":0,"private":false,"label":"✭✭✭✭✭"},"pinned":false,"pinLocation":null,"closed":false,"sink":false,"countComments":2,"countViews":41,"score":null,"hot":3324099420,"url":"https:\/\/community.smartsheet.com\/discussion\/94966\/if-i-deactivate-a-licensed-user-does-their-license-return-to-the-pool-of-available-licenses","canonicalUrl":"https:\/\/community.smartsheet.com\/discussion\/94966\/if-i-deactivate-a-licensed-user-does-their-license-return-to-the-pool-of-available-licenses","format":"Rich","lastPost":{"discussionID":94966,"commentID":342070,"name":"Re: If I deactivate a licensed user, does their license return to the pool of available licenses?","url":"https:\/\/community.smartsheet.com\/discussion\/comment\/342070#Comment_342070","dateInserted":"2022-09-01T16:55:21+00:00","insertUserID":86866,"insertUser":{"userID":86866,"name":"Jeff Reisman","title":"","url":"https:\/\/community.smartsheet.com\/profile\/Jeff%20Reisman","photoUrl":"https:\/\/us.v-cdn.net\/6031209\/uploads\/userpics\/3V8W2AM105QE\/nIDXI4I7VDS7W.JPG","dateLastActive":"2022-09-01T16:53:04+00:00","banned":0,"punished":0,"private":false,"label":"✭✭✭✭✭"}},"breadcrumbs":[{"name":"Home","url":"https:\/\/community.smartsheet.com\/"},{"name":"Using Smartsheet","url":"https:\/\/community.smartsheet.com\/categories\/using-smartsheet"},{"name":"Smartsheet Basics","url":"https:\/\/community.smartsheet.com\/categories\/smartsheet-basics%2B"}],"groupID":null,"statusID":3,"attributes":{"question":{"status":"accepted","dateAccepted":"2022-09-01T16:53:29+00:00","dateAnswered":"2022-09-01T16:06:31+00:00","acceptedAnswers":[{"commentID":342056,"body":"

Yes, the user you deactivate will no longer have access to the account, but you will not have to transfer ownership of their items and their license will become available again. You have to be careful though, if you reassign that license that user comes back needing one then you will have to make an executive decision on who gets one and who doesn't.<\/p>"}]}},"status":{"statusID":3,"name":"Accepted","state":"closed","recordType":"discussion","recordSubType":"question","log":{"dateUpdated":"2022-09-01 16:53:29","updateUser":{"userID":86866,"name":"Jeff Reisman","title":"","url":"https:\/\/community.smartsheet.com\/profile\/Jeff%20Reisman","photoUrl":"https:\/\/us.v-cdn.net\/6031209\/uploads\/userpics\/3V8W2AM105QE\/nIDXI4I7VDS7W.JPG","dateLastActive":"2022-09-01T16:53:04+00:00","banned":0,"punished":0,"private":false,"label":"✭✭✭✭✭"}}},"bookmarked":false,"unread":false,"category":{"categoryID":321,"name":"Smartsheet Basics","url":"https:\/\/community.smartsheet.com\/categories\/smartsheet-basics%2B","allowedDiscussionTypes":[]},"reactions":[{"tagID":3,"urlcode":"Promote","name":"Promote","class":"Positive","hasReacted":false,"reactionValue":5,"count":0},{"tagID":5,"urlcode":"Insightful","name":"Insightful","class":"Positive","hasReacted":false,"reactionValue":1,"count":0},{"tagID":11,"urlcode":"Up","name":"Vote Up","class":"Positive","hasReacted":false,"reactionValue":1,"count":0},{"tagID":13,"urlcode":"Awesome","name":"Awesome","class":"Positive","hasReacted":false,"reactionValue":1,"count":0}],"tags":[]},{"discussionID":94961,"type":"question","name":"How can I use Smartsheet to create Surveys?","excerpt":"I need to get some feedback from a customer group and I want to use Smartsheet to conduct a survey. Has anyone done this?","categoryID":321,"dateInserted":"2022-09-01T14:50:51+00:00","dateUpdated":"2022-09-01T14:52:00+00:00","dateLastComment":"2022-09-01T16:00:37+00:00","insertUserID":151981,"insertUser":{"userID":151981,"name":"GMay","url":"https:\/\/community.smartsheet.com\/profile\/GMay","photoUrl":"https:\/\/us.v-cdn.net\/6031209\/uploads\/defaultavatar\/nWRMFRX6I99I6.jpg","dateLastActive":"2022-09-03T19:13:28+00:00","banned":0,"punished":0,"private":false,"label":"✭"},"updateUserID":151981,"lastUserID":151981,"lastUser":{"userID":151981,"name":"GMay","url":"https:\/\/community.smartsheet.com\/profile\/GMay","photoUrl":"https:\/\/us.v-cdn.net\/6031209\/uploads\/defaultavatar\/nWRMFRX6I99I6.jpg","dateLastActive":"2022-09-03T19:13:28+00:00","banned":0,"punished":0,"private":false,"label":"✭"},"pinned":false,"pinLocation":null,"closed":false,"sink":false,"countComments":2,"countViews":24,"score":null,"hot":3324093088,"url":"https:\/\/community.smartsheet.com\/discussion\/94961\/how-can-i-use-smartsheet-to-create-surveys","canonicalUrl":"https:\/\/community.smartsheet.com\/discussion\/94961\/how-can-i-use-smartsheet-to-create-surveys","format":"Rich","lastPost":{"discussionID":94961,"commentID":342055,"name":"Re: How can I use Smartsheet to create Surveys?","url":"https:\/\/community.smartsheet.com\/discussion\/comment\/342055#Comment_342055","dateInserted":"2022-09-01T16:00:37+00:00","insertUserID":151981,"insertUser":{"userID":151981,"name":"GMay","url":"https:\/\/community.smartsheet.com\/profile\/GMay","photoUrl":"https:\/\/us.v-cdn.net\/6031209\/uploads\/defaultavatar\/nWRMFRX6I99I6.jpg","dateLastActive":"2022-09-03T19:13:28+00:00","banned":0,"punished":0,"private":false,"label":"✭"}},"breadcrumbs":[{"name":"Home","url":"https:\/\/community.smartsheet.com\/"},{"name":"Using Smartsheet","url":"https:\/\/community.smartsheet.com\/categories\/using-smartsheet"},{"name":"Smartsheet Basics","url":"https:\/\/community.smartsheet.com\/categories\/smartsheet-basics%2B"}],"groupID":null,"statusID":3,"attributes":{"question":{"status":"accepted","dateAccepted":"2022-09-01T15:58:15+00:00","dateAnswered":"2022-09-01T15:27:24+00:00","acceptedAnswers":[{"commentID":342048,"body":"

Hi @GMay<\/a> <\/p>

I hope you're well and safe!<\/p>

You could use a form with the questions or the Update Request feature.<\/p>

Would any of those options work\/help? <\/p>

I hope that helps!<\/p>

Be safe, and have a fantastic week!<\/p>

Best,<\/p>

Andrée Starå<\/strong><\/a> | Workflow Consultant \/ CEO @ WORK BOLD<\/strong><\/a><\/p>

Did my post(s) help or answer your question or solve your problem? Please support the Community by <\/em>marking it Insightful\/Vote Up, Awesome, or\/and as the accepted answer<\/em><\/strong>. It will make it easier for others to find a solution or help to answer!<\/em><\/p>"}]}},"status":{"statusID":3,"name":"Accepted","state":"closed","recordType":"discussion","recordSubType":"question","log":{"dateUpdated":"2022-09-01 15:58:15","updateUser":{"userID":151981,"name":"GMay","url":"https:\/\/community.smartsheet.com\/profile\/GMay","photoUrl":"https:\/\/us.v-cdn.net\/6031209\/uploads\/defaultavatar\/nWRMFRX6I99I6.jpg","dateLastActive":"2022-09-03T19:13:28+00:00","banned":0,"punished":0,"private":false,"label":"✭"}}},"bookmarked":false,"unread":false,"category":{"categoryID":321,"name":"Smartsheet Basics","url":"https:\/\/community.smartsheet.com\/categories\/smartsheet-basics%2B","allowedDiscussionTypes":[]},"reactions":[{"tagID":3,"urlcode":"Promote","name":"Promote","class":"Positive","hasReacted":false,"reactionValue":5,"count":0},{"tagID":5,"urlcode":"Insightful","name":"Insightful","class":"Positive","hasReacted":false,"reactionValue":1,"count":0},{"tagID":11,"urlcode":"Up","name":"Vote Up","class":"Positive","hasReacted":false,"reactionValue":1,"count":0},{"tagID":13,"urlcode":"Awesome","name":"Awesome","class":"Positive","hasReacted":false,"reactionValue":1,"count":0}],"tags":[]}],"title":"Trending in Using Smartsheet","subtitle":null,"description":null,"noCheckboxes":true,"containerOptions":[],"discussionOptions":[]}">