Follow the step-by-step instructions on how to set up a group in Smartsheet.
Create groups in Smartsheet to quickly and easily control access to sheets and workspaces. Add new employees and team members to groups to get them up and running, and remove people from groups to ensure they no longer have access after they leave your organization.
Admin Center: Manage Smartsheet contact groups
Create a group
- In Admin Center, select the Menu icon at the upper left corner.
- Go to Group Management.
- On the top right, select Create Group.
Enter the group details in the Create Group pane.
To add group members in bulk, copy and paste up to 1,000 email addresses from an Excel or CSV file into the Add Members tab.
- Select Create.
The group appears on your contact list, and you'll automatically be a member. Learn more about working with Smartsheet contacts.
Manage an existing group
- Any System Admin or the group's owner can make changes to an existing group.
- Group admins can only add or remove users from the groups they own.
- You must be the group's owner or System Admin to add or remove users.
- You must be a System Admin or the group's owner to transfer group ownership.
System Admins on Enterprise plans can restrict group membership to only those in your organization's plan.
To make changes to an existing group, select the group row or select
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on the right side of the row.
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| Use this option | To do this |
|---|---|
| Edit Group Details... | Open the Edit Group pane. |
| View Group... | See a list of all the group members and their current user types, such as Viewer or System Admin. |
| Add Members... | Add new people to the group. Once you add new people to the group, they'll have access to files the group is shared to. |
| Transfer Group Ownership... | Transfer ownership of the group to another Group Admin or System Admin in the plan. |
| Generate Group Sheet Access Report (System Admins only) | Create a sheet access report. In this report, you'll see a list of all sheets shared to the selected group in your plan. |
| Delete Group... | Delete the group from the list. This will also remove the group from any sheets it's currently shared to and any recurring emails being sent to its members. You can't undo this action, so proceed with caution. |