Transferring my personal account to a business account

Markel Thompson

Hello,

 

We are considering a business account at my company, and until now I have had a personal account (that I use for work).

 

With this transfer, we will buy additional licenses for other people in my office.  A couple of questions regarding this:

- can I transfer my existing account to the new licenses?  I don't want to lose access to my current sheets and workspaces.

- when we are setup with the business account - we will all be under the same company, but I assume I still have to share my sheets/workspaces etc with other members of the same company in order for them to see them.  Is my understanding correct?

 

Thank you!

Markel

Shaine Greenwood

Hello Markel,

 

When you log in to your account, you can select Account > Upgrade and go through the prompts to upgrade to the Business plan. All of your Smartsheet items—sheets, workspaces, reports, etc. will be kept in your account. You won't lose access to any of this.

 

You'll want to assign licenses out to others by inviting them to the plan. Details on this are available in our Help Center: https://help.smartsheet.com/articles/795920-managing-users-multiuser-plans-

 

You're correct in that any Smartsheet user, whether they're in the same plan as you or not, will need to be shared on the items you own in order to see them.

 

When you add users to the plan, you can give them certain account level permissions. This is different from permissions they might have on a sheet or Workspace. Details on the account leve user types can be found here: https://help.smartsheet.com/articles/520100-user-types