Adding Contacts - Logging in for the first time

Cameron.Iwaasa64966

I'm trying to understand how and when a new contact will receive an invitation to log in and set his or her password.  Does this occur when a new contact is added? When a contact is added to a group? To a specific record on a Smartsheet? Any pointers would be helpful.

Sam Castle

Hello Cameron, 

Thank you for this question! I will be happy to advise on when someone will receive an email notice from Smartsheet regarding an invitation or prompt to set a password for their account.

When someone signs up for Smartsheet, is added to an existing account, or they are shared to a sheet when they don't have an existing Smartsheet account associated to the email address used, it will prompt them to access their new account and set a password. If they are shared to a sheet, the sharing invitation email will display the following, "Click the button to accept your invitation and set your password."

• Manage Users in a Multi-User Plan (Add Users) - https://help.smartsheet.com/articles/795920-managing-users-multiuser-plans-#addoneuser
• Share Sheets, Reports, and Dashboards - https://help.smartsheet.com/articles/520104-share-sheets-reports-dashboards
• Information for New Collaborators - https://help.smartsheet.com/articles/855282-information-for-new-collaborators

Please note:

• From the Sharing menu, you can uncheck the Notify people checkbox and this will disable the sharing invitation email from being sent. This will also disable the sharing invitation email that states, "Click the button to accept your invitation and set your password" for any new users.
• If the new user is shared a sheet after that point and the Notify people checkbox is checked, the next email will contain, "Click the button to accept your invitation and set your password".

Additionally adding an email to a Smartsheet Group, won't notify them that they've been added. If you then share that Group to a Smartsheet item, the email addresses that have been added will then receive an email notifying them of the shared item. 

• Manage and Use Smartsheet Contact Groups - https://help.smartsheet.com/articles/1554165-managing-groups-team-business-enterprise-

Kind Regards  

 

Sam 

Smartsheet Support