Merging Pro Plan with Business Plan

Question

Hello Smartsheet Community,

At my new job I recently started a Pro plan, which was paid for the entire year. But a couple weeks later it turned out the company has a Business plan, which I should have been added to. I've submitted a ticket to SmS Support, but like many others here, heard nothing. Smartsheet support was not great even when I previously worked under Business with Premium support, but for the Pro plan it apparently just doesn't exist…

Leaving frustration aside, does anyone have experience with moving accounts from one plan to another (already existing) plan? Both my Pro plan and the organization's Business plan use our work emails with the same domain name, if that matters. I'm trying to figure out what steps to take and who should do what.

The only Smartsheet help article on consolidating accounts applies only to the legacy model and not the user subscription model, how convenient 🤐🤦‍♀️

OOl · Answer

Thank you Adrien! Will try this next week. The Business plan owner already tried to invite me but got an error message - I wonder if it was because the domain has not yet been validated. Anyway, we'll try again exactly as you described.

Adrien Leduc · Answer

Hi OOI,

I can't guarantee this works as I've never done it for this use case, but I had to bring a lot of people with our domain name into our plan who had signed up under unofficial organisations.

The way to do that is to have your domain verified in the admin. You'll will likely need your IT or infra team help. After your domain is verified, you should be able to ask your company admin to invite you via email and that would bring you under their plan.

https://help.smartsheet.com/articles/2483051-domain-management#toc-validate-a-domain