Setting up a free user without a free trial

We have been using Smartsheet for years to help manage and collaborate with clients on short term projects.

However we have noticed recently that when a client user is invited to edit or review one of our sheets, when they sign up they have to sign up to a 30 day free trial.

Naturally this puts them off signing up which means that they are reluctant to user our planning and monitoring sheets. Which in turn means that our project management efficiency suffers.

Is there a way to get around this ? It does represent a serious problem for us.

The help guides still refer to a free user compared with a free trial user but I cannot see how to establish a free user.

Thanks

James

Answers

  • Paul Newcome
    Paul Newcome ✭✭✭✭✭✭

    You can have a system admin add them to your account as an unlicensed user.


    There may be some challenges with those that have already started the free trial, but support should be able to help you with that.

  • cbianculli
    edited 11/09/23

    Hello, I am having the same issue with setting up free users on our company enterprise account and they get a 30-day free trial screen as well. I am a system admin.

    I set the user up in our account area:

    But when Ariana clicks on the Create One link on the Welcome to Smartsheet sign in screen she gets the following message:


    Any ideas?

  • I see this problem here all the time and still don't have a solution.