
It’s Good Sharing

Today we’re sharing a bit of a “heads up” when sharing sheets in Smartsheet: pay vigilant attention to the title in the share dialogue box.
Ways to share if the sheet is open.
* Clicking on Share from the File menu will open the Sheet Share dialogue box
* Clicking the Share button in the top right corner, allows you to choose Share Workspace or Share Sheet, it’s fairly clear.
If the sheet is NOT open
Clicking on a workspace or folder in the browse bar will display the contents of that workspace/folder in the right hand pane. From here:
* Right clicking a sheet name and selecting Share will open the Sheet Sharing dialogue box
* Selecting the sheet (by ticking the box next to it) and using the Actions Menu and selecting Share will open the Sheet Share dialogue box but…if you click the Share Button in the top right corner will open the Share Workspace Dialogue box even though you had just a single sheet selected.
Sharing to a workspace means that users will have access to everything in that workspace and not just the item you clicked on.
It’s easy to make a mistake with this and the implications could be far-reaching.
So the top tip is: before filling out the user details and permission details, just check the title of the dialogue box – does it say Share Sheet or Share Workspace?
We cover tips like this and many many more on our training workshops. Feel free to contact us to find out more.












