Applies to

Smartsheet
  • Pro
  • Business
  • Enterprise

Capabilities

Who can use this capability

You must have a paid license to use automation workflows. 

Automated workflows permissions

PLANS

  • Smartsheet
  • Pro
  • Business
  • Enterprise

Permissions

You must have a paid license to use automation workflows. 

Use the table below as a reference for what you can do with automated workflows depending on your permission level. 

 OwnerAdminEditorViewer
Create workflows with others as the recipientYesYesNoNo
Create alert-type workflows with yourself as the recipientYesYesYesYes
Edit existing workflows that others have createdYesYesNoNo
Edit existing workflows that you've createdYesYesYesYes
Delete workflows that others have createdYesYesNoNo
Delete workflows that you've createdYesYesYesYes

Permissions to create and receive approval requests

Use the following table as a reference for what you can do with approval requests for yourself and others based on sheet sharing permissions.

 OwnerAdminEditorCommenterViewerNot Shared
Create approval request rulesYesYes*NoNoNoNo
Edit approval request rulesYesYes*NoNoNoNo
Receive and take action on approval requestsYesYesYesYesYesYes*

*You may need to adjust an additional setting to allow anyone with a valid email address to receive approval requests.

By default, only sheet collaborators can receive notifications. If you want to send notifications to anyone with a valid email address on a sheet-level or account-level, see the following help articles:

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