-
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…
-
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…
-
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…
-
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…
-
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…
-
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…
-
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…
-
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…
-
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…
-
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…
-
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…
-
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…
-
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…
-
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…
-
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…
-
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.…
-
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?
-
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?
-
What types of emails define a Guest?
A Guest is defined per Smartsheet as follows: those with email domains different from your organization's. My question is: can a guest be someone with a personal email, such as @gmail or @yahoo?
-
Premium Apps and Workflow Automations Questions
If I make a workflow automation or set up a premium app like Data Shuttle and Dynamic View while I am an Admin under the legacy model, will those Workflows and Premium Apps that I set up be disabled once I get demoted to Viewer under the new User Subscriber Model?