Free Trial user to Free Collaborator

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Hi, I am a licenced user of Smartsheet. I have a staff member on a Free Trial that runs out in 16 days. How do I change the staff member to a Free Collaborator, so they have ongoing access to Smartsheet to update shared sheets and reports?

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Best Answer

  • Stefan
    Stefan ✭✭✭✭✭✭
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    Hi @Anthony Horneman,

    you cannot change the external trial account to an internal free collaborator, as the account is external.

    If you are a Smartsheet admin for your company account, you can add the person with the email address as an unlicensed user to your corporate account.

    Maybe the person will need to delete/cancel the trial account to "free" the email address.

    Hope this helps!

    Stefan

    Smartsheet Consulting, Solution Building, Training and Support.

    Projects for Processes and for People.

Answers

  • Stefan
    Stefan ✭✭✭✭✭✭
    Answer ✓
    Options

    Hi @Anthony Horneman,

    you cannot change the external trial account to an internal free collaborator, as the account is external.

    If you are a Smartsheet admin for your company account, you can add the person with the email address as an unlicensed user to your corporate account.

    Maybe the person will need to delete/cancel the trial account to "free" the email address.

    Hope this helps!

    Stefan

    Smartsheet Consulting, Solution Building, Training and Support.

    Projects for Processes and for People.

  • Copy that Stefan. Thanks for the info. Regards A