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Export List of People a Sheet is Shared With?
Is there a way to export a list from a sheet that shows the user's security level? And if so, can this list be imported to a new sheet so that each team member does not have to be added manually to the new one?
This is not necessarily for a template that is used repeatedly. It is a group of about 150 people, various combinations are common for most projects that I track. This would save a huge amount of time if available. As it is now, I have to take screen shots, which seems very inefficient.
Even if it is not possible to apply the shared list to a new sheet, just having an Excel copy would prevent the need to take a screen shot of every five team members and would save time.
Comments
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J. Craig Williams ✭✭✭✭✭✭Jess,
This might get you more than half-way there.
If you are a SysAdmin, in the upper left under Account | User Management, there is a More Actions button
One of the actions is Download Sheet Access Report. This is a csv and can be imported straight into Smartsheet or opened in Excel/OpenOffice.
Craig
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Craig,
Thanks a bunch! I chose the Download User List and it is exactly what I was looking for. Also, from that same screen it looks like you can import too. I am definitely going to play with that and see if I can get a spreadsheet to load. This will save me hours of busywork!Thanks again,
Jess
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J. Craig Williams ✭✭✭✭✭✭
Jess,
Glad I could help.
The list only shows sheets and reports that are in the account.
If you (personally) are shared to a sheet in another account, it won't show that.
Craig
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All I care about are the sheets that I own that are shared with a set of users. If those users are reflected in that export, I am good to go. Is that what you mean?
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J. Craig Williams ✭✭✭✭✭✭
Jess.
The report will show what you are looking for then.
Craig
Categories
You can try this formula for your condition- <\/p>
=IF(AND([Materials in Rigotec\/Talad]@row = true, [Materials in CR]@row = true, [HC in Place]@row = true, [QA\/QC done before install]@row = true), \"Green\", IF(AND([Materials in Rigotec\/Talad]@row = false, [Materials in CR]@row = false, [HC in Place]@row = false, [QA\/QC done before install]@row = false), \"//www.santa-greenland.com/community/discussion/7729/\", IF(OR([Materials in Rigotec\/Talad]@row = false, [Materials in CR]@row = false, [HC in Place]@row = false, [QA\/QC done before install]@row = false), \"Red\"))) <\/p>
Hope this will work for you <\/p>"},{"commentID":389689,"body":"
Cool, many thanks Kaveri, working as watch, just copy and paste, perfect<\/p>
Yuval<\/p>"}]}},"status":{"statusID":3,"name":"Accepted","state":"closed","recordType":"discussion","recordSubType":"question"},"bookmarked":false,"unread":false,"category":{"categoryID":322,"name":"Formulas and Functions","url":"https:\/\/community.smartsheet.com\/categories\/formulas-and-functions","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":108650,"type":"question","name":"Restrict Visibility to team members assigned to your Workspace sheet","excerpt":"I am trying to find out a way where I can restrict the team I assign a task to, that when they login into Smartsheet, they are only able to see the tasks they are assigned to, however, I can find a way in the business plan. In addition, I watched a webinar where I could request updates in the emails, where the person would…","snippet":"I am trying to find out a way where I can restrict the team I assign a task to, that when they login into Smartsheet, they are only able to see the tasks they are assigned to,…","categoryID":343,"dateInserted":"2023-08-08T06:37:40+00:00","dateUpdated":null,"dateLastComment":"2023-08-09T09:05:59+00:00","insertUserID":164639,"insertUser":{"userID":164639,"name":"Nandafc","url":"https:\/\/community.smartsheet.com\/profile\/Nandafc","photoUrl":"https:\/\/us.v-cdn.net\/6031209\/uploads\/defaultavatar\/nWRMFRX6I99I6.jpg","dateLastActive":"2023-08-09T09:17:14+00:00","banned":0,"punished":0,"private":false,"label":"✭"},"updateUserID":null,"lastUserID":8888,"lastUser":{"userID":8888,"name":"Andrée Starå","title":"Smartsheet Expert Consultant & Partner | Workflow Consultant \/ CEO @ WORK BOLD","url":"https:\/\/community.smartsheet.com\/profile\/Andr%C3%A9e%20Star%C3%A5","photoUrl":"https:\/\/us.v-cdn.net\/6031209\/uploads\/userpics\/0PAU3GBYQLBT\/nXWM7QXGD6464.jpg","dateLastActive":"2023-08-09T10:35:03+00:00","banned":0,"punished":0,"private":false,"label":"✭✭✭✭✭✭"},"pinned":false,"pinLocation":null,"closed":false,"sink":false,"countComments":6,"countViews":43,"score":null,"hot":3383052219,"url":"https:\/\/community.smartsheet.com\/discussion\/108650\/restrict-visibility-to-team-members-assigned-to-your-workspace-sheet","canonicalUrl":"https:\/\/community.smartsheet.com\/discussion\/108650\/restrict-visibility-to-team-members-assigned-to-your-workspace-sheet","format":"Rich","lastPost":{"discussionID":108650,"commentID":389699,"name":"Re: Restrict Visibility to team members assigned to your Workspace sheet","url":"https:\/\/community.smartsheet.com\/discussion\/comment\/389699#Comment_389699","dateInserted":"2023-08-09T09:05:59+00:00","insertUserID":8888,"insertUser":{"userID":8888,"name":"Andrée Starå","title":"Smartsheet Expert Consultant & Partner | Workflow Consultant \/ CEO @ WORK BOLD","url":"https:\/\/community.smartsheet.com\/profile\/Andr%C3%A9e%20Star%C3%A5","photoUrl":"https:\/\/us.v-cdn.net\/6031209\/uploads\/userpics\/0PAU3GBYQLBT\/nXWM7QXGD6464.jpg","dateLastActive":"2023-08-09T10:35:03+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":"Add Ons and Integrations","url":"https:\/\/community.smartsheet.com\/categories\/apps-and-integrations"}],"groupID":null,"statusID":3,"attributes":{"question":{"status":"accepted","dateAccepted":"2023-08-08T23:54:12+00:00","dateAnswered":"2023-08-08T12:53:02+00:00","acceptedAnswers":[{"commentID":389453,"body":"
They would have to still be shared to the sheet as at least editor as well as to the report as editor to be able to make updates through a report.<\/p>
This sounds like the perfect use case for the premium add-on Dynamic view.<\/p>
<\/p>
In the meantime, here is some more information on Update Requests (which they do not need access to the sheet to be able to fill out).<\/p>
