Applies to

Smartsheet
  • Pro
  • Business
  • Enterprise

Capabilities

Who can use this capability

You must be a licensed Smartsheet user with Owner, Admin, or Editor-level permission on the sheet to create workflows. Users with Editor-level permissions can only create, edit, or delete alerts or reminders with themselves as the recipient. Learn about workflow permissions.

Permissions required to create and edit automated workflows

PLANS

  • Smartsheet
  • Pro
  • Business
  • Enterprise

Permissions

You must be a licensed Smartsheet user with Owner, Admin, or Editor-level permission on the sheet to create workflows. Users with Editor-level permissions can only create, edit, or delete alerts or reminders with themselves as the recipient. Learn about workflow permissions.

Use the table below as a reference for what you can do with automated workflows depending on your permissions level. You must have a paid license to use automations. 

  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

 

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