Determine which account settings apply to your plan

If you're a System Admin on a Business or Enterprise plan, you can control certain features for all Smartsheet users in your plan.

Who can use this?

Plans:

  • Business
  • Enterprise

Permissions:

  • System Admin 

Find out if this capability is included in Smartsheet Regions or Smartsheet Gov.

As a System Admin, you have the ability to control specific features that apply to all users within your plan. The table below provides a detailed breakdown of these settings, including who can use them, the specific details of each setting, and their availability on Business and Enterprise plans. Learn how to identify your Smartsheet plan and user type.

Setting

Details

Business

Enterprise

Account colors and logo

Apply strict account branding for everyone in your plan. After setting custom colors and logo branding for your organization, you can control whether others in the account can override them with their own color settings. Learn how to brand Smartsheet with your colors and logo.

Yes

Yes

Attachments

Control whether plan members can upload files from their computers by attaching a link (URL) to a site or third-party cloud storage services.

No

Yes

Automation permissions

Control who can receive automation from sheets based on their sheet access and relationship with your organization.

YesYes

Custom help screen

Add a link to the menu when your users select Help in the lower-left corner of Smartsheet. You might use the help screen to instruct users about which sheets are relevant to which members of your plan, how to participate in a workflow, or who to contact for assistance. Check out Create a custom welcome message or help page for more information.

No

Yes

Custom welcome screen

Display a customized page to users on your Smartsheet plan the next time they log in. Use the welcome screen to display internal terms and conditions to your users. For example, you can require them to accept terms of use before continuing, or provide instructions to help your users navigate through Smartsheet. Check out Create a custom welcome message or help page for more information.

No

Yes

Images in grid

Deactivate this option to remove the ability to add images to cells in sheets managed by users on your Enterprise plan. Existing images that were previously added to cells won't be removed. Learn more about adding images to your sheet.

No

Yes

Profile visibility

Personal profile cards appear when you hover over a person’s name or email address in the following locations: Contact List columns, the Sharing form, in comments, in Card View, and in your Smartsheet Contacts. Profile visibility allows you to control the level of profile detail (show photo, show detail) shown to people inside and outside your organization. Learn more about managing your personal profile.

Yes

Yes

Publishing controls

When you deactivate a publishing feature using the toggle in the Security & Controls page, the Publish button no longer appears in the right panel for sheets or reports. Learn more about publishing sheets, reports, or dashboards.

Yes

Yes

Working days

Configure the length of working days and designate non-working days and holidays for scheduling your projects. Your selection applies to all new sheets users create on the plan. Also, your changes don’t affect existing project sheets. Learn more about defining working days, non-working days, and holidays on a project sheet.

Yes

Yes

As a System Admin, you have the ability to control specific features that apply to all users within your plan. The table below provides a detailed breakdown of these settings, including who can use them, the specific details of each setting, and their availability on Business and Enterprise plans. Learn how to identify your Smartsheet plan and user type.

Setting

Details

Business

Enterprise

Account colors and logo

Apply strict account branding for everyone in your plan. After setting custom colors and logo branding for your organization, you can control whether others in the account can override them with their own color settings. Learn how to brand Smartsheet with your colors and logo.

Yes

Yes

Account discoveryChoose whether unlicensed Smartsheet users at your organization—free collaborators or people using a trial—have visibility into which Smartsheet accounts from your organization are available to them. With this option enabled, people at your organization can contact you to request a license directly. For more information, see Join an existing Smartsheet plan at your organizationYesYes

Attachments

Control whether plan members can upload files from their computers by attaching a link (URL) to a site or third-party cloud storage services.

No

Yes

Automation permissions

Control who can receive automation from sheets based on their sheet access and relationship with your organization.

YesYes

Custom help screen

Add a link to the menu when your users select Help in the lower-left corner of Smartsheet. You might use the help screen to instruct users about which sheets are relevant to which members of your plan, how to participate in a workflow, or who to contact for assistance. Check out Create a custom welcome message or help page for more information.

No

Yes

Custom upgrade screenDisplay a customized page to unlicensed users on your Smartsheet plan who need to request a license. Use the upgrade screen to display an internal page providing more information on how the user should proceed with their request or a form that collects more information about the user's Smartsheet needs to help you determine whether to provide them a license. Check out Create a custom welcome message or help page for more information.NoYes

Custom welcome screen

Display a customized page to users on your Smartsheet plan the next time they log in. Use the welcome screen to display internal terms and conditions to your users. For example, you can require them to accept terms of use before continuing, or provide instructions to help your users navigate through Smartsheet. Check out Create a custom welcome message or help page for more information.

No

Yes

Images in grid

Deactivate this option to remove the ability to add images to cells in sheets managed by users on your Enterprise plan. Existing images that were previously added to cells won't be removed. Learn more about adding images to your sheet.

No

Yes

Profile visibility

Personal profile cards appear when you hover over a person’s name or email address in the following locations: Contact List columns, the Sharing form, in comments, in Card View, and in your Smartsheet Contacts. Profile visibility allows you to control the level of profile detail (show photo, show detail) shown to people inside and outside your organization. Learn more about managing your personal profile.

Yes

Yes

Publishing controls

When you deactivate a publishing feature using the toggle in the Security & Controls page, the Publish button no longer appears in the right panel for sheets or reports. Learn more about publishing sheets, reports, or dashboards.

Yes

Yes

Working days

Configure the length of working days and designate non-working days and holidays for scheduling your projects. Your selection applies to all new sheets users create on the plan. Also, your changes don’t affect existing project sheets. Learn more about defining working days, non-working days, and holidays on a project sheet.

Yes

Yes