Course Description
Businesses rely on collaboration between individuals, internal departments, and external stakeholders. Smartsheet includes powerful sharing features to not only enhance collaboration between all of these stakeholders, but also the ability to limit which data is shared. Smartsheet supports sharing between Smartsheet users and allows the publishing of key items for sharing and collaboration with non-Smartsheet users. The module will answer such questions as how to allow view only access to specific items, how to publish an item for viewing by external stakeholders, and how to allow users to participate in sheet conversations but not edit data.
In these lessons, you’ll learn about the different levels of sharing permissions available in Smartsheet. We’ll also look at different ways to share items and workspaces in Smartsheet, including sharing with both internal and external stakeholders. Finally, we’ll explore some of the special sharing and collaboration features available in Smartsheet reports, such as how to share dashboards and how to transfer ownership of individual Smartsheet items or even entire workspaces.
What You'll Learn
- Identify Smartsheet's sharing permission levels
- Describe the publishing options available for each type of Smartsheet item
- Explain how to share individual Smartsheet items and workspaces with internal and external stakeholders
- Share reports and dashboards using Smartsheet's collaboration features
- Transfer ownership of individual Smartsheet items or entire workspaces
- Configure access so users can view items, participate in sheet conversations, or be limited from editing data
Key Takeaways
- Smartsheet provides sharing features that enhance collaboration between individuals, internal departments, and external stakeholders while also letting you limit which data is shared.
- Smartsheet supports sharing between Smartsheet users and allows publishing of key items so non-Smartsheet users can view and collaborate.
- You can grant view-only access to specific items and allow users to participate in sheet conversations without editing data.
- Items and workspaces can be shared with both internal and external stakeholders using different sharing methods.
- Smartsheet includes special collaboration features such as sharing dashboards and transferring ownership of individual items or entire workspaces.
Frequently Asked Questions
What does this course cover?
It covers the different levels of sharing permissions in Smartsheet, different ways to share items and workspaces with internal and external stakeholders, publishing Smartsheet items, and special sharing and collaboration features such as sharing dashboards and transferring ownership of items or entire workspaces.
Who is this course for?
It is suited to people who collaborate in Smartsheet across individuals, internal departments, and external stakeholders, and who need to share data while controlling which data is shared.
Can I share Smartsheet items with people who are not Smartsheet users?
Yes. Smartsheet allows the publishing of key items so they can be viewed and used for collaboration by non-Smartsheet users, and the course covers how to publish an item for viewing by external stakeholders.
What lessons are included?
The lessons cover Smartsheet Permission Levels, Sharing Methods, Reports and Sharing, Dashboard Sharing, Sharing Permissions, Publishing Smartsheet Items, and Ownership Transfer.
Will I learn how to limit what others can do with shared data?
Yes. The course explains how to allow view-only access to specific items and how to let users participate in sheet conversations without editing data.
