Sharing with a client without Licenses

Anthony1499 · 05/16/24

Helo, I am attempting to share workspaces with a client that does not use Smartsheet normally. Some of the team members do not have licenses or have used their free trial already and cannot access what we need them to. Is there a way they can extend a free trial or access the workspace without having a full smartsheet account?

Jason Tarpinian · 05/16/24

Anybody can use Smartsheet with an unlicensed (free) account, to view and edit something that exists. In short, you only need a license to create something new in Smartsheet.

If you want to make it even easier (but possibly open up to more issues - depending on what data you're sharing) you can publish Smartsheet items.

Andrée Starå · 05/16/24

https://community.smartsheet.com/discussion/122089/sharing-with-a-client-without-licenses

Hi,

I hope you're well and safe!

If they are shared as free collaborators, it should work.

Did that work/help?

I hope that helps!

Be safe, and have a fantastic week!

Best,

Andrée Starå | Workflow Consultant / CEO @ WORK BOLD

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Anthony1499 · 05/16/24

https://community.smartsheet.com/discussion/comment/436441#Comment_436441

Thank you for the response. How do I ensure they are being shared as a free collaborator? Is there an additional step in sharing?

Andrée Starå · 05/16/24

https://community.smartsheet.com/discussion/comment/436444#Comment_436444

Happy to help!

No, ensure you're sharing it with access that doesn't need a license.

Also, which Smartsheet license do you have?

✅Remember! Did my post(s) help or answer your question or solve your problem? Please support the Community by marking it Insightful/Vote Up/Awesome or/and as the accepted answer. It will make it easier for others to find a solution or help to answer!

Sharing with a client without Licenses

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