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Submitted URL:
https://help.smartsheet.com/articles/2476586-control-who-can-receive-notifications-from-your-sheet#troubleshoot
Effective URL:
https://help.smartsheet.com/articles/2476586-control-who-is-notified-about-alerts-and-requests
Submission: On August 15 via api (August 15th 2023, 12:10:42 pm UTC) from IE — Scanned from DE

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Text Content

___

YOUR PRIVACY

Welcome to Smartsheet! We’re glad you’re here and want you to know that we
respect your privacy and your right to control how we collect, use, and share
your personal data. Please read our Privacy Notice to learn about our privacy
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BREADCRUMB

1.
2. Automated Workflows
3. Control who is notified about alerts and requests

CONTROL WHO IS NOTIFIED ABOUT ALERTS AND REQUESTS

IN THIS ARTICLE:

In this article:
* Account-level automation controls
* Sheet-level automation controls
* Not all recipients receive workflow notification alerts

APPLIES TO

Smartsheet
* Pro
* Business
* Enterprise

For more information about plan types and included capabilities, see the
Smartsheet Plans page.

CAPABILITIES

WHO CAN USE THIS CAPABILITY

The sheet Owner or Admin can control who can receive alerts and requests on the
sheet.

Only a System Admin can control account-level automations.

Find out if this capability is included in Smartsheet Regions or Smartsheet Gov.

CONTROL WHO IS NOTIFIED ABOUT ALERTS AND REQUESTS

Control who can receive requests or alerts at the account- and sheet-level based
on their relationship to your organization and their permissions to the source
sheet.

PLANS

* Smartsheet
* Pro
* Business
* Enterprise

For more information about plan types and included capabilities, see the
Smartsheet Plans page.

PERMISSIONS

The sheet Owner or Admin can control who can receive alerts and requests on the
sheet.

Only a System Admin can control account-level automations.

Find out if this capability is included in Smartsheet Regions or Smartsheet Gov.

To receive alerts and requests via chat (Slack, Google Hangouts, Microsoft
Teams), make sure that automation settings are unrestricted on both the account-
and sheet-level.

ACCOUNT-LEVEL AUTOMATION CONTROLS

* Go to Account > Account Admin > Account Settings > Automation Permissions.

Only a System Admin can access this setting.

SHEET-LEVEL AUTOMATION CONTROLS

The sheet Owner or Admin can control who can receive alerts and requests on the
sheet.

To change sheet-level notifications:

1. At the top left of the sheet, click Automation > Manage Workflows.
2. Select the Settings icon.
3. In the Automation Permission window that appears, choose your desired
settings for notifications:
* Restricted (Default): Only people who can view the sheet and have logged
in to Smartsheet previously get notifications.

* Limited: People who are in your Smartsheet account, as well as people that
can view the sheet from within Smartsheet, get notifications. Adding an
email address in your contacts doesn't automatically make a person
available in your account. You also need to add them as a user.

* Unrestricted: Anyone can get notifications, even if they’re not shared to
the sheet.
If the account-level permissions are set to Limited or Restricted, some of
these settings may be unavailable to you. If you cannot set your desired
sheet-level alert and action settings, contact your System Admin to adjust
them at the account level.

--------------------------------------------------------------------------------

NOT ALL RECIPIENTS RECEIVE WORKFLOW NOTIFICATION ALERTS

Here are a few things that you can try if Smartsheet notifies you that one or
more users won't receive notifications.

SHARE THE INTENDED RECIPIENT TO THE SHEET

If create an alert to go out to people who are shared to your sheet, consider
also sharing the sheet with them if you haven't already.

1. Open the sheet and click Share in the upper right.
2. In the Invite Collaborators field, type the email address of the person you
want to share to the sheet.
3. Set the desired sharing permission for them.
4. Enter a personal message for the person in the Invite Details section to
provide more context about your sheet.
5. Click Share Sheet.

CHANGE YOUR SETTINGS TO BE LESS RESTRICTIVE

If you create an alert to go out to people who aren't shared to your sheet, edit
your Alert & Action settings to be less restrictive. Consider doing this if you
removed someone's access to the sheet, but you still want them to receive
alerts.

1. Open the sheet and click Automation > Manage Workflows.
2. Click Settings in the upper right corner of the Workflow Manager.
3. Choose a less restrictive setting (for example, Unrestricted).

EDIT YOUR NOTIFICATION RECIPIENT LIST

If you copied a sheet with alerts configured for specific people who aren't
shared to the new sheet, update the workflows recipient list to remove these
people if you no longer want them to receive alerts.

1. Open the sheet and click Automation > Manage Workflows.
2. Double-click the rule (A message in red text indicates that a recipient was
removed).
3. Modify the recipient list as needed.

CONFIRM ALLOW LIST EMAIL ADDRESSES

Check with the System Admin on your account to ensure all the appropriate email
addresses are on the Allow List for your organization.

To find the email address of your System Admin, click your profile icon in
Smartsheet and select Account Admin.

help.smartsheet.com Open in urlscan Pro 2a04:4e42:200::703 Public Scan

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help.smartsheet.com Open in urlscan Pro
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