Manage who receives alerts and requests by adjusting permissions at the account or sheet level. If recipients aren't getting notifications, you can troubleshoot by adjusting sharing, permission settings, or your recipient list.
USM Content
Plan-level automation controls
- Log in to the Admin Center.
- Select the Menu icon at the upper-left corner of the screen.
- Navigate to Settings > Security Controls > 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:
- Select Automation > Manage automation workflows.
- Select the gear icon to open Settings.
- In the Automation permissions window, choose your desired settings for notifications:
- Restricted (Default): Only people who can view the sheet and have logged in to Smartsheet receive notifications.
Limited: People in your Smartsheet account, as well as those who can view the sheet within Smartsheet, receive notifications.
Adding an email address to 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. If you can't set your desired sheet-level alert and action settings, contact your System Admin to adjust them at the account level.
Receive alerts and requests via Slack, Teams, or Google Chat
To receive alerts and requests via chat on Slack, Microsoft Teams, or Google Chat, open your sheet and go to:
- Automation > Manage automation workflows
- Select the gear icon to open the Settings window.
- Select Unrestricted.
Then, set up your account depending on the app you want to connect Smartsheet to:
- Learn how to connect to Slack
- Learn how to connect to Microsoft Teams
- Learn how to connect to Google Chat
Recipient doesn't receive automation workflow notifications
If you're getting emails stating that one or more recipients can't receive notifications, here are a few things you can try.
Share the intended recipient to the sheet
- Open the sheet and select Share.
- In the Add people by name, email or group field, type the email address of the person you want to share the sheet with.
- Set the desired sharing permission for them.
- Enter a personal message for the person in the Message (optional) section to provide more context about your sheet.
- Select Share.
Change your settings to be less restrictive
If you create an alert to go out to people not 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 still want them to receive alerts.
- Open the sheet and select Automation > Manage automation workflows.
- Select the gear icon to open the Settings window.
- Choose a less restrictive setting (for example, Unrestricted).
Edit your notification recipient list
- Open the sheet and select Automation > Manage automation workflows.
- Double-click the automation that's causing the error messages.
- Modify the recipient list as needed (add or remove recipients) or change the settings to Unrestricted.
If you copy a sheet with alerts configured, update the workflow recipient list to remove any users who shouldn't receive unnecessary alerts.
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 your System Admin's email address, select your profile icon in Smartsheet (bottom left corner) > Plan Info > Contact Email.
The Main Contact field tells you the name of your Sys Admin.