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Taking the gloves off - Smartsheet customer service sucks especially with USM
I'm EXTREMELY annoyed by Smartsheet customer support as it comes across as incompetent and does not actually address my issue. So, I'm posting it here to get attention. I currently have 3 licenses on a business plan on the non-USM model. I received the 45 day notice, but that Smartsheet wants to charge for 4 licenses. I…
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Stopping current users from automatically adding new users to Smartsheet
Hi all, Currently on a business plan. How do I stop current users from sharing sheets with other users who have not been officially onboarded into the system by admin? This is driving up our license count and I am trying to stop this from happening. Is this even possible or is it one of Smartsheet's "quirks" (this is…
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Relation compte .eu / .com
Bonjour, J'ai un compte .eu et je souhaite communiquer et partager avec mon client qui est en .com. Je n'ai pas la possibilité d'ouvrir ces sheets avec mon compte … Est-ce qu'il y a une solution ? Sinon, est-il possible de basculer mon compte .eu en .com sans perdre l'intégralité de mes sheets, automatisation, mise en…
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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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Is there a way to bypass setting up a trial when setting up a new account?
Help! Does anyone happen to know whether there is a way to bypass a trial when setting up an account? I am sure you used to be able to skip past this step - I only want my users to have free collaborator accounts and not have the extra features available when setting up a trial.
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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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full license of Smartsheet issue
If haven't received an invite to access full license of Smartsheet despite my organization having paid for a license.
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Request for Advanced Confidentiality Controls in Sheet Sharing
As someone who works with confidential information stored as attachments within a sheet, I may need to share the sheet with others while strictly controlling access to attachments. Ideally, viewers should be able to see the sheet content but should not be able to take screenshots, download, or save any of the attached…
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Account "report" on forms usage
I need to know how many sheets have one or more forms associated with them in my account. I wish Smartsheet enabled you to generate better and more reports of account usage, generally. See box.com for an example of good admin capabilities. I'm often wanting to find statistics on our account usage for our leadership, and…
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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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Users Removed from a Smartsheet Account but in a Company Created Distribution Lists Shared to Assets
I know Distribution Lists (DL) are discouraged and we continue to try to prevent users from using them, but there is no way to best manage this. We are currently on the legacy subscription plan but preparing to convert to USM so cleaning up our user lists REMOVING inactive and termed employees through the Admin Center:…
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How are users added to the User Management page of the Admin Center vs the user reports?
I have opened MULTIPLE Smartsheet support tickets (which have since been closed) and discussions with our account reps without success so I am hoping someone in the community can help me. Since November 2024, I have been trying understand the logic around how a user is added and removed on 3 user reports User Roles and…
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When an "Owner" leaves the company...
I am in a Division of the company; the division has multiple departments. Each departments uses Smartsheet to various degrees and there is quite a bit of crossover and linking to each others sheets. It's been working great. We recently encountered a situation that caused some…. angst. An employee who was the owner of about…
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Trying to update a user's email address.
User email changed but when I try to remove and readd with correct address it adds the old one again. I've removed her several times and Smartsheet seems to remember the old email and won't allow me to add the new one.
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What is the sheet limit in business plan?
We are currently on an "silver" enterprise plan with 25 users and 22 provisional users until August 26, 2025. I'm exploring different ways to use smart sheet so I don't have to nearly double my costs with subscription model. Any help would be greatly appreciated, thanks Jef
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User Subscription Model - NEED a static VIEWER ONLY option (interns, temps etc.)
User Subscription Model - NEED a static VIEWER ONLY option (interns, temps etc.) In the new User Subscription Model, what options exist if we need a user to ALWAYS ONLY be a VIEWER ONLY? Meaning no action can make them become an Editor/Provisional Member. This new User Subscription Model leaves the department that pays the…
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Add 'Time Added' field to user Schema
Need the ability to add a Demo workspace to all new users. Using 'Time Added', our API could poll users within a certain range, pull their ID and then add them to the Share.
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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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upgrade plans
Can you please ask my account manager to send invoice for Pro Plan for my account to the email ID: karthikeyan@bkstextiles.in to enable me to process the payment through wire transfer
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Difference between managed and unmanaged resource in Resource management
Hello everyone, I’ve recently started to use Resource management in Smartshet and I’m still learning how to fully take advantage of its functionalities. I have a few questions, because som things are bit unclear for me and I hope that community can help me. I understand that there are three types of users in resource…