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Refresh Rate of Data in Admin Center Reports
I am in my first reconciliation period under the new USM. Per your recommendation, I am using the Seat Type Report and Sheet Access Report to see the activity of my users and to determine who needs to be a Member, and who should be a Viewer. The Reconciliation period is 30 days, yet the reports don't pull live data and…
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We've added bulk seat upgrades to the 'Seat types and true-up' screen
July, 15, 2025 We've added the ability to upgrade seats to Member on the 'Seat types and true-up' screen for more scalable and systematic management. Learn More Environment Availability: Commercial US, Commercial EU, Commercial AU Plan Availability: Pro, Business, Enterprise Subscription Model Availability: User…
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Licenses and True-up confusion
Hello I'm a little confused about the new subscription model. I have some new team members and I want to assign them a licence. Does that now mean 'Member'? I can't see anywhere to assign licences anymore. I find the true-up explanation very confusing. I have some people that I share sheets with which I need them to…
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What are your challenges when migrating from the Legacy Collaborator to User Subscription?
Hello everyone, I have looked throughout the online Smartsheet resources and have seen various discussions on managing users when moving to the USM. My questions for those who have made the move to USM, What other challenges have you come across as a PMO? Are you able to manage via the Global Admin settings, sharing and…
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Looking to talk about TRUE UP & New User Subscription Model
Hi Community! I am looking to connect with someone from another organization using Smartsheet who can speak to the “True Up” process in the new User Subscription Model. My company has not transitioned to the new model yet, but we will be soon and have some questions we'd like answered by fellow customers who are living in…
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Allow New Users Under the New User Subscription Model to be set to Viewer
Currently when adding a new user - they are hard-coded as a Member. I have a client who knows the user will be only a Viewer and not have access to edit any sheets. She has to wait until the next day to go in and update the user to Viewer. This is really inefficient, and frustrating. They are busy and don't want to have to…
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Detailed asset access report showing assets actually accessed / edited during a set timeframe
Would like to have a way to get a list of Smartsheet assets that each user has viewed and/or edited within the last 90 (or 'xx') days? The Sheet Access report only shows the assets that each user is shared to - but it does not show you which assets they have actually accessed and/or edited. I would think this information…
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If External Users can be Paid Members under USM, does that mean they can be Owners?
Under the new USM, since external users can be provisional Members with the same access as a paid Member and then move on to a paid Member, does that mean they will now have the option to be assigned as an Owner of an asset they are shared to? Or will they still be limited to Admin permission level as the highest level?
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User Subscription Model and Dynamic View Permissions
Under the User Subscription Model, can internal collaborators designated as viewers (not members or guests), enter data into a dynamic view? Our group is still on the Legacy Collaborator Model and uses dynamic view to collect data from internal collaborators that share the same domain as our group's plan. These internal…
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Need to cancel a charge made for subscription
I have made a business subscription on a personal credit card by mistake. Can I get the charge cancelled, and I make the transaction again on a company credit card?