Reactivating Business Plan: Will my existing sheets and permissions be fully restored?

Hyojin

Hi,

I have a question regarding reactivating my Smartsheet subscription.

Previously, our team used a Business Plan with one Admin (Owner) account and two additional licensed users. We canceled the annual subscription some time ago, so our account is currently inactive (or in read-only mode).

If I log in as the original Owner and subscribe to the Business Plan again, I would like to confirm the following:

1. Data Continuity: Will all our existing sheets, workspaces, and dashboards be automatically restored to "Edit" mode?
2. User Access: Can I simply re-assign licenses to the previous two team members so they can access the same sheets as before?
3. Settings: Will the existing automation workflows and sharing permissions remain intact?

I want to make sure no data or settings will be lost before I proceed with the payment.

Thank you in advance for your help!

Genevieve P.

Hi @Hyojin

Since you fully cancelled the previous plan, if you now purchase a new plan, the sheets & workspaces will still be associated with the previous, cancelled plan. This is because item ownership is tied to plan, versus individual.

Here's more information: https://help.smartsheet.com/articles/2483118-asset-ownership-overview

However! Since you are shared to those items, yes! You should have access to view them. They will be associated with a cancelled plan so they'll be in read-only mode.

My suggestion:

➡️ Create copies of your workspaces and items with Save as New into a new workspace that's tied to your new, paid plan.

To answer your other questions, yes, your other users will regain access to view the old versions of the items, but you'll need to re-share them to the newly copied workspaces in the new plan.

As part of the Save as New process, you can expand a section to decide how you want Workflows to behave, but yes, they should also copy across / duplicate. 🙂

Cheers,
Genevieve