Applies to
- Business
- Enterprise
Capabilities
Who can use this capability
System AdminsandGroup Adminscan log into the Admin Center and access Group Management.
需要的权限
You must be a licensed user to be a Group Admin. Learn more about managing users in theAdmin Center overview.
System Adminson Enterprise plans can restrict group membership to only those in your organization's account. For more information, see theSecurity Controlshelp article.
Admin Center: Manage and use Smartsheet contact groups
Group Admins of a Business Plan or Enterprise Plan can access Group Management in the Admin Center. The Group Management page is where Group Admins can organize contacts into groups. For example, a Group Admin can create a specific group for all employees in the marketing team.
Once a group is set up, anyone on the plan can share and send information to that group.
Create a group
- In the upper-left area of the Admin Center, select the menu icon.
- ChooseGroup Management.
- To display theCreate Grouppane, in the upper-right area of the screen, selectCreate Group.
- Add the following details:
- Group name (for example, Sales Team)
- Group members
- Optional: Group description
- To add group members in bulk, in theAdd Memberstab, copy and paste up to 1,000 email addresses from an Excel or .csv file.
- SelectCreate.
The group will be added to the contact list, and you'll automatically be a member.Learn more about working with Smartsheet contacts.
Manage an existing group
A group can be managed by its owner or any System Admin (SysAdmin) on the account.
Group admins cannot remove users from groups they don't own. To remove users, you must be the group owner or system administrator.
To manage the group, select the group name.
After selecting the group name, the编辑小组pane will appear. By default, you'll land on theGroup Detailstab. This tab is where you can:
- Change the group name and description; and
- See the group owner and number of members.
To add members to the group, go to theAdd Memberstab.
You can also select the menu icon to the right of any group to do the following:
Use this option |
To do this |
|---|---|
编辑小组Details |
Open the编辑小组pane. |
View Group |
看到所有的小组成员的列表和他们的咕咕叫ent user types, such as Licenced Viewer or System Admin. |
Add Members |
Add new people to the group. Once you add new people to the group, they will have access to files the group is shared to. |
Transfer Group Ownership |
Transfer ownership of the group to another Group Admin or SysAdmin in the account. |
System Admins Only - Generate Group Sheet Access Report |
创建一个她et access report. In this report, you'll see a list of all sheets shared to the selected group in your account. |
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. |