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Ability to lock a user into an assigned "user type" within the new user subscription model
As an organization with an enterprise account over 30,000+ employees system admins need to have the final say if a user should be considered a paid member OR a viewer (free). I understand that we can do this review during the true up period but with that many users its a maintenance nightmare when users who are NOT a…
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How to set up Dynamic View under new USM plan so users aren't shared to the source sheet
One of the "free" actions under the new User Subscription Model is the ability to view and edit dynamic views. I have always added users with a permission level when sharing the dynamic view but have read this isn't necessary. I can't seem to figure out how to do this. In my Dynamic View in the Sharing tab, I add a user in…
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User Type options for USM Users who already had a provisional period
I'm sure everyone here who have transitioned or about to transition to USM know the model has not been thoroughly thought through and has significant loopholes. We will be converting in October (YIKES!). Can someone who has used the USM True-up page help me answer a scenario question? Scenario: If a user was downgraded to…
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The new seat type report is available for System Admins!
August, 25, 2025 To eliminate customer confusion between the separate User List and Seat Type reports, we have launched a new, consolidated report to serve as a single source of truth for seat management. This unified view combines all important permission and usage information, adding key billing dates to make it easier…
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New Comprehensive Solution - Mastering USM Released
Hello, We have just released a solution "Mastering USM" which was 6 months in development, it is available globally at no cost. Mastering USM is designed to provide a resource unmatched in depth and accuracy for managing the use of Smartsheet in all commercial (US, EU, AU) plans using the User Subscription Model (USM). The…
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Being Proactive with User Subscription Model User Management
I keep reading Smartsheet articles that refers to the User Type report to best manage our current users as we transition to the USM. The Sheet Access report helps identify who was shared to an asset, who owns the asset and when the asset was last modified. This allows me to put responsibility on the Asset Owners to audit…
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Transitioning from Legacy Model to USM - what happens with Cell History?
Hello everyone, I've gathered that people who are Viewers will be able to still edit sheets through using Dynamic View, Request For Updates, and Publishing Sheets. If a viewer is edits the sheet, how will they show up in cell history? Will they show up as "published user"? Will we lose that ability to track who did what…
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Trying to understand the new subscription model
Hello all, I'd like to preface this by saying I've reached out to my account reps several times by email and gotten no reply, so I'm asking/venting here. I've recently been made aware that after selling my company the business plan with one of the core selling points being unlimited free editors, Smartsheet is now removing…
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Capabilities of "Viewers" in new Model
My team is considering using Smartsheet, but I don't have clear information about the new "user subscription model" that was introduced in 2025. Our license will be renewed in a few months, and I understand that the "Member License" allows for editing capabilities. However, I am specifically interested in understanding the…
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A guide to managing Provisional Users
We have just transitioned over to the new USM. And are having a fun time trying to initially reign in all the Provisional Users. Like we set one to Viewer and the next day they are back to provisional. We are trying to understand what reports to run to see who is a new provisional and what assets they are shared to and who…