Tips from Support: Using the Sheet Access Report
Last week, we walked through some suggestions for using Update Requests to save time and communicate with your team. This week, we’re switching gears a little bit to talk about some team management techniques within Smartsheet, in particular the Sheet Access Report and how SysAdmins can use this feature.
SysAdmins are the leaders of multi-user Smartsheet plans (and one of the differentiating features between those plans and the Basic/Advanced plans). If you have a Team or an Enterprise account, the Sheet Access Report is a great tool to review who has access to your team’s information.
There are many scenarios when information from the Sheet Access Report is a useful way to manage your team and stay in control of all of your sheets. Here are a few examples:
When a user leaves the company, the SysAdmin can run the Sheet Access Report to check to see which sheets that person owns. It’ll also identify if there are other Admins on the sheet. Using this information, you can more easily decide who may need to take ownership of the sheets and subsequent projects, tasks, and responsibilities.
If sheet ownership needs to be transferred, SysAdmins can bulk-transfer sheets or ownership can be transferred sheet by sheet. <Learn more about transferring sheet ownership>
If you’re a SysAdmin on a Team or an Enterprise account, accessing and running the report is easy:
The report will download as an XLS file. <more on user management for SysAdmins>
Each column in the Sheet Access Report has a unique purpose:
Using the Sheet Access Report helps you dive into the weeds of your team’s account and stay on top of details.
Til next week, dig in and explore!
- Support Team