组织共享

Sean_H
Sean_H ✭✭✭✭✭

你好!

我想知道,是否可以将智能表格报告共享给组织中的每个人进行编辑?我使用“当前用户”报告参数来限制用户正在查看的内容以及可以编辑的内容。但是,当人们离开组织或雇用新用户时更新用户组变得非常耗时。

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,但他们需要有正确的权限,并与划线表共享。

    有意义吗?

    这样行吗?

    我希望这对你有帮助!

    注意安全,祝你度过美好的一周!

    最好的

    她名叫Stara

    工作流程顾问/ 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?请支持社区将其标记为可接受的答案/有用的。这将使其他人更容易找到解决方案或帮助回答!

    智能表专家顾问兼合伙人

    她名叫Stara|工作流程顾问/ CEO @工作大胆

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

    请随时与我联系,了解有关Smartsheet,集成,一般工作流建议或其他方面的帮助。

  • Sean_H
    Sean_H ✭✭✭✭✭

    谢谢你的回复,但我还是有点困惑。


    通常我会通过点击蓝色的共享按钮并输入要共享的用户电子邮件或组来共享报告。我要找的是一个共享所有在我们组织中注册的每个用户,这样,如果一个新用户注册到Smartsheet组织,他们就可以自动查看共享表。而目前我需要将这个人分别添加到每个报告中。

  • 她名叫Stara
    她名叫Stara ✭✭✭✭✭✭

    @Sean_H

    很乐意帮忙!

    我建议创建一个组,在其中添加公司的所有注册用户。您还可以拥有一个工作区,其中包含与该组共享的模板和类似内容。


    有意义吗?

    这样行吗?

    智能表专家顾问兼合伙人

    她名叫Stara|工作流程顾问/ CEO @工作大胆

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

    请随时与我联系,了解有关Smartsheet,集成,一般工作流建议或其他方面的帮助。

  • 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,除非可以在添加和删除新用户时自动维护组成员关系。我们想要一个无触摸解决方案来与整个组织共享一个项目。我们几乎每天都有人进进出出(大型组织)。管理一个全公司的团队是没有效率和可扩展性的。

    @Sean_H-我已经使用发布功能与组织中的所有用户共享,但我也遇到了挑战。我们遇到过一些用户收到错误消息(很容易通过给他们分配一个许可证并删除它来修复——不确定为什么这样修复它),但更糟糕的是,我们无法看到哪些用户正在查看工作表。活动日志为使用已发布链接访问它的任何人显示“Publish User”。在我的用例中,我也没有尝试使用当前用户过滤器,所以我不知道发布的链接是否会受到尊重。

    你有动态视图吗?我能够与我的域名分享,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@kwoodham。我提交了一个所有组织共享选项的增强请求。有1万多名员工,要跟上每天的变化是不可能的。我试图通过使用当前用户功能从我的盘子中删除工作,不再有超过100个不同部门的报告,但意识到从组中添加和删除用户将是同样多的工作。

  • 她名叫Stara
    她名叫Stara ✭✭✭✭✭✭

    @kwoodham

    @Sean_H

    非常欢迎!

    如果我想到别的事情,我会回到邮局的。

    智能表专家顾问兼合伙人

    她名叫Stara|工作流程顾问/ CEO @工作大胆

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

    请随时与我联系,了解有关Smartsheet,集成,一般工作流建议或其他方面的帮助。

  • 同意。一个自动的“所有组织用户”组将非常有帮助。

  • @Andree Stara

    这个增强请求有什么更新吗?

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":[]}">