Group Management in the Admin Center enables a Group Admin to organize contacts into groups so that anyone using a multi-user Smartsheet plan can quickly share and send information to all of the people in the group.
You must be designated as a Group Admin on a multi-user plan (Business or Enterprise) to create and manage groups. Once a group is set up, anyone on the multi-user plan will be able to share and send information to that group.
Who can use this capability
System Admins and Group Admins can log into the Admin Center and access Group Management
This feature is available to Business, Enterprise, and Premier plan types
You must be a licensed user in order to be granted Group Admin permissions. For information about making someone a Group Admin, see Managing Users.
NOTE: System Admins on Enterprise plans can restrict who can be added to groups such that only people who are in your organization's account are allowed in the group. For more information, see the Security Controls help article.
Create a Group
- In Admin Center, select the menu icon at the top-left and choose Group Management
You’re taken to the Group Management page
- Select the Create Group button at the top-right to display the Create Group panel.
- Name your group (for example: Sales Team) and give it a description. Optionally add a description and members.
- Select Create. The group will be added to the list, and you will automatically be added as a member.
For more information about working with Smartsheet contacts, see Create New Contacts.
Manage an Existing Group
A group can be managed by its owner or by any System Admin on the account. Select the Group Name to open the Edit Group panel.
By default you’ll be taken to the Group Details tab where you can change the Group Name and Description and see the Owner and number of Members. Select the Add Members tab to add members to the group.
You can also select the menu icon to the right of any group to do the following:
Use this option
To do this
Edit Group Details...
Open the Edit Group panel
See a list of all the group members along with their current user types, such as Resource Viewer or System Admin.
Add new people to the group. Be aware that this will also share these people to everything the group is shared to.
Transfer Group Ownership
Transfer ownership of the group to another Group Admin or System Admin in the account
System Admins Only - Generate Group Sheet Access Report
Creates a report, sending you an email with the report as an attachment of all sheets in your account that are shared to the selected group. The file also includes the sheet owner's name, group's permission level to the sheet and the date of the sheet's last modification.
Deletes the group from the list. This will also remove the group from any sheets it currently shared to and any recurring emails that are being sent to its members. This action can't be undone so proceed with caution.
For more information about managing groups, see Manage and Use Smartsheet Contact Groups.