Applies to
Smartsheet
- Pro
- Business
- Enterprise
Automated workflows permissions
Who can use this?
Plans:
- Smartsheet
- Pro
- Business
- Enterprise
Use the table below as a reference for what you can do with automated workflows depending on your permission level.
| Owner | Admin | Editor | Viewer | |
|---|---|---|---|---|
| Create workflows with others as the recipient | Yes | Yes | No | No |
| Create alert-type workflows with yourself as the recipient | Yes | Yes | Yes | Yes |
| Edit existing workflows that others have created | Yes | Yes | No | No |
| Edit existing workflows that you've created | Yes | Yes | Yes | Yes |
| Delete workflows that others have created | Yes | Yes | No | No |
| Delete workflows that you've created | Yes | Yes | Yes | Yes |
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.
| Owner | Admin | Editor | Commenter | Viewer | Not Shared | |
|---|---|---|---|---|---|---|
| Create approval request rules | Yes | Yes* | No | No | No | No |
| Edit approval request rules | Yes | Yes* | No | No | No | No |
| Receive and take action on approval requests | Yes | Yes | Yes | Yes | Yes | Yes* |
*You may need to adjust an additional setting to allow anyone with a valid email address to receive approval requests.
By default, only users with access to the sheet (collaborators) can receive notifications. If you want to send notifications to anyone with a valid email address on a sheet-level or plan-level, see the following help articles:
- Sheet-level: Control Who Can Receive Notifications
- Plan-level: Global Account Settings