Business Plan 'Collaborator' editing sheet owned by Pro plan
Hello, we just signed up for the business plan with 3 licenses. We work on shared sheets with other organizations that use Pro licensing.
My understanding is that a Pro user from another company (external account) will not be able to edit sheets we share with them. Pro users can only collaborate with other users on their account/plan. Is this correct?
As a workaround, we plan to have Collaborators on our account edit the sheets owned by the Pro user. These users will be collaborators, not licensed Business users. Is this possible?
I want to confirm we would not need to license these users just in order to edit an externally owned sheet.
thanks in advance for any help!
Best Answer
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Genevieve P. Employee AdminIt's actually the other way around: if you are licensed on a Business plan, you can share your sheet to Free collaborators (users without a license) or Pro plan users and theycan编辑和协作。这是因为the sheet is Owned by a Business plan.
However if a licensed user on a Pro plan creates a sheet, only licensed members oftheir specificPro plan can edit their sheets. Everyone else shared to the sheet (Free collaborators and licensed Business plan members in a different plan) will only haveViewaccess to that sheet. This is because the sheet is owned by a Pro plan member with limited sharing abilities. Here's more information:Sharing and widgets in the Pro plan
Point form:
- Business plan items can be edited by external collaborators, including Pro and Free users.
- Pro plan items can only be edited byinternalcollaborators from that same plan. All others only View.
To answer your last question, you do notneed to license your users in order to editBusiness plan owned(internal) sheets. It would be best for your purposes if someone in your Business plan owned all the sheets that you're using to collaborate with internal and external collaborators.
Cheers,
Genevieve
Answers
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Genevieve P. Employee Admin
It's actually the other way around: if you are licensed on a Business plan, you can share your sheet to Free collaborators (users without a license) or Pro plan users and theycan编辑和协作。这是因为the sheet is Owned by a Business plan.
However if a licensed user on a Pro plan creates a sheet, only licensed members oftheir specificPro plan can edit their sheets. Everyone else shared to the sheet (Free collaborators and licensed Business plan members in a different plan) will only haveViewaccess to that sheet. This is because the sheet is owned by a Pro plan member with limited sharing abilities. Here's more information:Sharing and widgets in the Pro plan
Point form:
- Business plan items can be edited by external collaborators, including Pro and Free users.
- Pro plan items can only be edited byinternalcollaborators from that same plan. All others only View.
To answer your last question, you do notneed to license your users in order to editBusiness plan owned(internal) sheets. It would be best for your purposes if someone in your Business plan owned all the sheets that you're using to collaborate with internal and external collaborators.
Cheers,
Genevieve
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Thank you@Genevieve P., very helpful information!
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This method does produce separate reports:<\/p>
The Project Plan report will include this filter: \"Sheet Type\" is one of \"Project Plan\" -- this filter will exclude rows coming from the RAID Log (and all other types of sheets) because those other sheets will have a value in their \"Sheet Type\" column that is not \"Project Plan.\" <\/p>
The RAID Log report will include this filter: \"Sheet Type\" is one of \"RAID Log\" -- this filter will exclude rows coming from the Project Plan (and all other types of sheets) because those other sheets will have a value in their \"Sheet Type\" column that is not \"RAID Log.\" <\/p>
Thus, each report will include a filter rule specifying that only rows with its own sheet type can be included.<\/p>"}]}},"status":{"statusID":3,"name":"Accepted","state":"closed","recordType":"discussion","recordSubType":"question"},"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":265,"urlcode":"Reports","name":"Reports"}]},{"discussionID":108417,"type":"question","name":"How do i set up a conditional format, when i want more than one person in the assigned to column","excerpt":"I have each assigned to person with conditional format with a color to let them know what they are assigned to work, but what if i need two or more associates to work that particular assignment, how do i set up conditional formatting for that, or would that be a formula?","snippet":"I have each assigned to person with conditional format with a color to let them know what they are assigned to work, but what if i need two or more associates to work that…","categoryID":321,"dateInserted":"2023-08-02T14:26:40+00:00","dateUpdated":null,"dateLastComment":"2023-08-02T15:27:36+00:00","insertUserID":159629,"insertUser":{"userID":159629,"name":"Genesia","url":"https:\/\/community.smartsheet.com\/profile\/Genesia","photoUrl":"https:\/\/us.v-cdn.net\/6031209\/uploads\/defaultavatar\/nWRMFRX6I99I6.jpg","dateLastActive":"2023-08-02T20:20:14+00:00","banned":0,"punished":0,"private":false,"label":"✭"},"updateUserID":null,"lastUserID":159629,"lastUser":{"userID":159629,"name":"Genesia","url":"https:\/\/community.smartsheet.com\/profile\/Genesia","photoUrl":"https:\/\/us.v-cdn.net\/6031209\/uploads\/defaultavatar\/nWRMFRX6I99I6.jpg","dateLastActive":"2023-08-02T20:20:14+00:00","banned":0,"punished":0,"private":false,"label":"✭"},"pinned":false,"pinLocation":null,"closed":false,"sink":false,"countComments":2,"countViews":26,"score":null,"hot":3381977656,"url":"https:\/\/community.smartsheet.com\/discussion\/108417\/how-do-i-set-up-a-conditional-format-when-i-want-more-than-one-person-in-the-assigned-to-column","canonicalUrl":"https:\/\/community.smartsheet.com\/discussion\/108417\/how-do-i-set-up-a-conditional-format-when-i-want-more-than-one-person-in-the-assigned-to-column","format":"Rich","tagIDs":[245,254,334,437],"lastPost":{"discussionID":108417,"commentID":388509,"name":"Re: How do i set up a conditional format, when i want more than one person in the assigned to column","url":"https:\/\/community.smartsheet.com\/discussion\/comment\/388509#Comment_388509","dateInserted":"2023-08-02T15:27:36+00:00","insertUserID":159629,"insertUser":{"userID":159629,"name":"Genesia","url":"https:\/\/community.smartsheet.com\/profile\/Genesia","photoUrl":"https:\/\/us.v-cdn.net\/6031209\/uploads\/defaultavatar\/nWRMFRX6I99I6.jpg","dateLastActive":"2023-08-02T20:20:14+00:00","banned":0,"punished":0,"private":false,"label":"✭"}},"breadcrumbs":[{"name":"Home","url":"https:\/\/community.smartsheet.com\/"},{"name":"Get Help","url":"https:\/\/community.smartsheet.com\/categories\/get-help"},{"name":"Smartsheet Basics","url":"https:\/\/community.smartsheet.com\/categories\/smartsheet-basics%2B"}],"groupID":null,"statusID":3,"image":{"url":"https:\/\/us.v-cdn.net\/6031209\/uploads\/9VLKF1G9AO1Q\/image.png","urlSrcSet":{"10":"","300":"","800":"","1200":"","1600":""},"alt":"image.png"},"attributes":{"question":{"status":"accepted","dateAccepted":"2023-08-03T09:17:11+00:00","dateAnswered":"2023-08-02T14:42:44+00:00","acceptedAnswers":[{"commentID":388483,"body":"
