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What limitations will my organization's unlicenced collaborators have under the new user model?
I'm on the bussiness plan. We have 8 team leaders who are licensed users on the legacy model. Other people on the organization are collaborators who occasionally update task status and comment on rows. This updates are sometimes done through forms and sometimes directly on the grid view. We also have people from outside…
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How to add someone as a provisional member?
I am the admin for our Smartsheet team. I went to add two new people to our account and was informed that the Add Member option had moved to the Seat Types and True Up Page. I was able to add the first person with no issue, as they're just going to be a Viewer, but I wanted to give the second person Provisional Member…
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Role and Permission Changes with the new USM
Hi There, I am looking for any description on Roles and Permission with the new USM. Are there any changes on the Roles and Permissions compared to the former license model? As an example I am especially looking for the User Management Roles (e.g. Group Admin, Resource viewer, Plan Asset Admin) as well as the Workspace…
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New True-Up page improvements are live!
Hey Smartsheet Community! We've enhanced the true-up experience to give System Admins greater clarity, confidence, and control over seat management with the following improvements: Timeline transparency: Clearer visibility into the true-up schedule, so that System Admins know exactly when to review billable seats and when…
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How do External Users return when re-shared and previously downgraded to Guest
Recent updates of USM articles state "Once downgraded to Viewer (or Guest), they can only be upgraded to Member manually by a System Admin." They also mention if a user is removed/access revoked, they can be re-shared using the same email. We have a policy that ALL external provisional members are downgraded to Guests at…
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Provide API Access to Upgrade or Downgrade Users under User Subscription Model (USM)
We recently switched over to using USM for license management. This broke our automated scripts that gave users a license. We have a number of non-member employees who we cannot automatically update via the API. I'm told there is no solution for this and we are left manually updating our free users to a licensed member.…
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Add Last Paid Activity Date to the Seat types and true-up page
It would be extremely helpful to see the "Last Paid Activity" date directly on the "Seat types and true-up" page rather than having to refer to the Seat Type report. The page currently shows "Last activity (view, comment, edit, or create)", but since the paid subscription requirement is based on direct actions only, not…
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New seat management downgrade updates
August, 26, 2025 Retain group access: Downgraded Members will remain in their assigned groups to ensure continuity. Maintain consistent permissions: Downgraded Members will retain access to their assets with permissions aligned with their Seat Type. If they become Members in the future, their original asset permissions…
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Manage seat types more effectively at scale!
To provide you with greater control over your Smartsheet subscription, we have implemented the following updates: Modified Provisional Member counts: Now, Provisional Members are considered anyone who’s commented, edited, or created in the last 90 days versus just being shared to assets with Commenter or Editor access.…
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User Subscription Model (USM) Users Who Have Had a Provisional Period
I am trying to create communication and training resources as we prepare our transition to USM. Do I understand the USM articles correctly - if a user who has already had a provisional period is later shared at a higher permission level, it will automatically put them into a provisional status again? Does the system…