Best Of
Re: Licenses and True-up confusion
Such a sad situation…it has taken the beauty that attracted so many of us to Smartsheet and decimated it. We're now between a rock and a hard place as a non-profit with over 100 users who will now be losing access, thus putting additional work back to those with a license - and we don't have the capacity.
It is likely that in the next year we may need to find alternates as this is a major hit to our budget, and being supported by those who sacrifice to give to our organization, we just can't justify this massive budget expenditure long-term.
I have been an internal advocate for Smartsheet for almost 14 years, and sadly, can no longer do so.
Loann McGee
Re: Can we auto provision users as Viewer instead of provisional members?
You’ve hit on a very real and widely shared frustration with Smartsheet’s new user-based licensing model — especially around auto-provisioning and viewer access.
Let’s unpack what’s going on, why it’s a challenge, and what options/workarounds you might explore to strike a better balance between control and visibility.
🔒 What Changed in the New Licensing Model
Under the previous model, you could:
- Add your entire company via an Active Directory (AD) group.
- Assign viewer-only access to sheets, reports, and dashboards.
- Users weren’t charged unless they edited content or were upgraded.
Under the new model (with auto-provisioning behavior):
- Anyone added (via AD group or manually) becomes a Provisional Member.
- Even viewer access can trigger license provisioning or user tracking.
- To prevent budget creep, many admins removed broad AD groups.
😩 Real-World Impact
You've experienced:
- A loss of visibility → users can no longer freely explore or view Smartsheet dashboards.
- A drop in engagement & advocacy → since most people are locked out unless licensed or shared individually.
- A maintenance nightmare → having to manually share each dashboard/report with specific people or manage viewer groups by hand.
This runs directly counter to how collaborative tools are supposed to scale.
✅ Options to Consider (and Recommended Workarounds)
1. Use Published Dashboards for View-Only Access
- You can publish dashboards as read-only web links (internal or public).
- No Smartsheet login needed.
- Users can view charts, summaries, and reports (but cannot interact).
How:
- Open Dashboard → File → Publish Dashboard
- Choose: Only available to users in your account (for semi-restricted access)
✅ Pros:
- Anyone can view without triggering licensing
- Zero risk of unauthorized editing
- Fast & scalable
❌ Cons:
- No row-level interactivity
- No secure access to sensitive data
2. Use a “Viewer Role” Shared Group, Not Linked to AD
- Instead of AD, create a manual group inside Smartsheet (e.g.,
Internal Viewers) - Share sheets/reports/dashboards to this group with Viewer access
- Only add users who’ve requested access (opt-in basis)
- Avoids triggering Provisional licenses for everyone at once
✅ Pros:
- Gives you control over who can view without mass provisioning
- Can be managed monthly or quarterly
3. Train Stakeholders to Use “Request Access” Instead
- Use automation or buttons on intranet portals to let users ask for Smartsheet dashboard access
- Route them to a form or email that your team can review before provisioning access or adding to the viewer group
- Avoids blanket access while keeping engagement high
4. Raise It with Smartsheet (and Other Customers Are Too)
Smartsheet knows this change has caused frustration.
In Smartsheet Community, this is a known concern being raised by:
- Enterprise admins
- IT departments
- Champions who’ve lost visibility and usage stats
You’re not alone. The more structured feedback they get — especially from large orgs — the more likely adjustments will come.
🚨 Bottom Line
You’re 100% right:
Locking everything behind rigid provisioning kills organic adoption and advocacy.
Until Smartsheet reconsiders auto-provisioning behaviors (or licenses for viewers), your best options are:
- Published dashboards for read-only access
- Manual viewer groups
- Request-based access models
- Clear documentation/intranet integration to help internal users find the dashboards and know how to request access.
Naeem Ejaz
Re: Licenses and True-up confusion
Barry - I was unaware that SS had been bought out by these other entities…sad day, for sure, if they are out for nothing than a money grab instead of providing the current product to their loyal base.
Loann McGee
Default Font Size in Custom Themes
You should be able to set a default font in a custom theme that will minimally impact row report widgets that are set to remove format. The default for row reports without format are much to small.
In order to use my dashboards in presentations, I need to change the size of fonts in my sheets in order for row reports to be readable. This is very burdensome and it breaks the philosophical idea that summarizing and displaying data should not require you to change your data.
Re: Can we auto provision users as Viewer instead of provisional members?
@Naeem Ejaz Thanks for your response.
Until the new licensing model we had everyone in our company added to an 'ALL Active Directory' group. This group had viewer access to all reporting and dashboard content (unless we intentionally removed their access for confidentiality reasons). With the new licensing model, we had to DELETE that group because it forced every new user to be added as a 'Provisional Member'. The maintenance nightmare of this can't be overstated!
We went from everyone being able to see how great the Smartsheet platform (and our content) was, to very few seeing it. Clearly, this does nothing to increase user interest in Smartsheet. We had so many people who started advocating for Smartsheet simply because they were able to see the cool things it could do. Now it is locked away to prevent unbudgeted spending by unauthorized people adding new users.
Re: Change Formatting in Reports
Would be helpful.
We use reports to produce printed minutes from different workgroups. These are printed for production staff in a central point in the factory. The standard fontsize is too small.
I "resolved" it by setting fontsize in the sheet to 14.(was 10).
Re: Change Formatting in Reports
I think it would be great to have a "default font and font-size" for each sheet, report, form, and dashboard. Kind of like a setting that was attached to the page. Yes, users can increase the "Zoom", but if we were able to set defaults for the page, maybe they wouldn't have to increase it, but have the option to increase/decrease it.
Bill in Ohio
Re: Allow DataMesh to Update more than 5 Targets
Would be great to see Data Mesh editing to account for target and source sheet editing. Also to be able to add more than 5 target sheets
Urgent Collections Improvements Needed
- Give Collections their own icon on the left-hand side so that individuals can easily access their list of collections. Right now everyone is having to go on a wild goose chase in order to track down their different collections. Not very useful if it's extremely difficult to find.
- Ability to provision admin access via collections. If I'm not going to be able to give individuals access at the folder level, then I need to be able to give individuals admin access at the collection level. (Though folder access is still FAR more convenient, because the folders already exist and I don't have to create a new one every time I have give someone access, and I don't have to create multiple types in order to create different levels of access for different individuals.)
We just created a massive project intake process with smartsheet, but our individuals should not have access to areas outside of their specific project. This would be folder level, which is again why being able to share access at the folder level is still much preferred. For some reason, instead of creating that simple change, smartsheet has created collections which is just complicating everything. I have to create a new election for essentially every different access group. So now I'm creating 2-3 collections FOR ONE FOLDER, in order to manage the access to the assets within the folder. But also, no one find the collection. And some individuals have multiple collections. There is no icon or shortcut for them to go to in order access their collections. Instead they have to hunt and scroll in order to find a sheet that is in one of those collections, to be able to access it. They have access to dozens (and soon to be hundreds) of sheets. This is NOT time efficient. PLUS many of these individuals need admin access to the project sheets housed within the project folder, but right now the only way to provision admin access is either at the workspace level, or at the individual sheet level. Our projects have 14 templates. So I'm having to give 10 individuals admin level access, one sheet at a time for 14 different sheets. This is so time consuming! It would have been so much easier to allow us to provide access at the folder level. But if that's not going to happen, then I at least need the two improvements listed above. Without these items, our company will have to consider a different tool when our contract ends. It's simply not sustainable for large scale solutions in it's current form.
Dashboard automation of past dates
What I'm looking for is a feature in Dashboard that recognize which date it is in when I open the dashboard.
There would be a function to activate when building the different graphs, to say only to include from that date forward and/or month forward.
Example: I have a diagram of amount of open task per month.
Jan-25, Feb-25, March-25, Apr-25, May-25, June-25, July-25, Aug-25, Sep-25 and so on.
Today is 30th June, so the data Jan - May would be excluded.
If I next time go into my dashboard in Aug, the data Jan-July would be excluded.
I hope more people could benefit of this automation!