Confirm permissions
Group workflows depend on Smartsheet role permissions. If a group section is not available, confirm whether your account has the needed access.
Groups · Access review
Group membership cleanup
Use group cleanup carefully. Membership changes can affect many assets, so review purpose, members, and approval before acting.
Confirm group purpose
- Identify what the group is used for.
- Find the business owner or administrator responsible for it.
- Pause if the group purpose is unclear.
Review membership
Look for unexpected domains, old members, duplicate patterns, and names that need owner confirmation.
Apply changes in small batches
Export membership first. Use approved add or remove workflows only after the owner confirms the list and timing.