Follow these step-by-step instructions to share your sheet.
Sharing is at the core of Smartsheet and ensures that internal and external stakeholders can see the latest information, updated by the right people, at the right time. You can share your entire sheet, or just part of it, and set different permission levels to control what each shared user can do.
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Overview: Share sheets and reports
Add collaborators to a sheet or report. The collaborators you share the file with may be inside or outside your organization. You can even share Smartsheet items with users who don't have a Smartsheet account, though, without an account, they may not be able to access all Smartsheet features.
Tips on sharing Smartsheet items
- Sharing individual items one at a time with a few people?Follow the sharing steps in this article.
- Sharing one or more items with a group of people?Use a workspace, andshare that workspace with your coworkers.
- Sharing a dashboard?Check out theShare a Dashboardarticle.
About permission levels and sharing
When you share an item with someone, they must log in to Smartsheet to access it. What they can do in the file depends on thepermissionsyou granted. You can add collaborators as any of these:
- Admin
- Editor - can share
- Editor - cannot share
- Commenter
- Viewer
You canstop sharing an item or change a collaborator's permission levelat any time.
To share a sheet or report
- Open theSheet SharingorReport Sharingform. You have two ways to do this:
- In the menu bar, selectFile>Menu.
- In the upper-right area of the screen, selectShare.
- In theInvite Collaboratorssection of theSharingform, type the user's or group's email address.
- Or, to choose from theSelect Contactsform, select
.
- Or, to choose from theSelect Contactsform, select
- After selecting collaborators, selectShare Report.
.When you share reports, make sure to share their source sheets
If you find that a report looks different for you than it does for someone you've shared it with—if it's missing information or blank—you may not have shared all of the source sheets with that person.
为了安全,共享不自动报告ly give users access to unshared sheets. For example, you can share a report that looks across three sheets to a collaborator who only has access to one of them. When the collaborator opens the report, they'll only see rows pulled from the one sheet that's shared to them. If the collaborator isn't shared to any sheets, their version of the report will be blank.
Want to share a report with somebody who doesn’t have access to source sheets?
You can do any of these options:
Who can control users' sharing access
There are two user types with the ability to remove a user's access to Smartsheet items shared with them:
- In Admin Center, System Admins canprevent a user from sharing items owned by licensed userson the account.
- Group Admins canremove a member from a groupto also remove them from all items shared to that group.