New User Subscription Model - provisional status

According to the SS documentation, a user can only be provisional once. The 2nd time it is provisioned it must be added to a paid member.

However, the provision is merely based on a sharing permission a user passively receive, not requested by the user itself, not by/approved by an admin

It is only SS provision a user 2nd time and then must make it a paid member?

How can this be possible?

An individual User may have provisional status only once throughout a Subscription Term and any renewal Subscription Term thereafter. If provisioned a second time, the individual must be added as a paid Member. An individual may not utilize different credentials to access and use your service with provisional status again

https://help.smartsheet.com/articles/2483258-user-subscription-model-documentation#toc-true-up-and-renewals

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Nathan Malone

Thank you for your question!

At this time, there is no in-product mechanism that forces a user to be automatically upgraded to a paid Member when they become a Provisional Member for the second time. However, this may change to more closely enforce language in the contract. If and when that happens, however, we would ensure that System Admins have the proper mechanisms to maintain control such that users cannot effectively force their or others' way into Smartsheet membership, either by accident or on purpose.

Leo2learn

So, if a sheet owner (A) keeps sharing a sheet with edit permission to a new user (B), true up, demote by admin, and then repeat, then the new user (B) will appear again as provisional status in the next quarter?

Nathan Malone

At this time, yes, that is correct.

tzylstra

Leo2learn,

The USM Provisioning/Downgrade/Upgrade Policy has changed a number of times since USM released a year ago. The policy as of today is no limits on downgrades/upgrades.

You and others may find value in a comprehensive solution I just released called "Mastering USM" it is 240 pages, dynamically updated and covers every USM scenario (Create User, Upgrade User, Downgrade User, Remove User, Reports, etc.)

The solution is free, details and link to register are available here

Hope this helps,

Tom Z

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