Learn how to craft a custom welcome message and display internal resources to immediately connect with your users, improve retention, and make your platform truly your own.
USM Content
There are multiple ways to create custom content to help your team get up to speed on using Smartsheet:
- A welcome screen that displays a message to users the first time they log in
- A help screen to guide team members about how to use Smartsheet
Create a custom welcome screen
The welcome screen displays to all new users who are invited to the Enterprise plan for the first time when they log in to Smartsheet, and to existing users on their next login. You can use the welcome screen to display internal terms and conditions to your users and require them to accept these terms before continuing.
People must accept the terms and conditions using Smartsheet in a computer browser, as opposed to the mobile application or mobile browser. They can then use the mobile application as normal after accepting the terms and conditions from a computer browser.
Prerequisites
Create the welcome screen you want to use. Make sure it’s a secure URL (https://).
Unsecured (http://) links and links to internal files aren't supported. The link must be accessible from the web and embeddable.
- Set up User Auto-Provisioning, Active Directory, or Direct Integration before you can use a custom welcome screen.
Add a custom welcome screen to your plan
- Sign in to Admin Center.
- Select the Menu icon in the upper-left corner of the screen.
Navigate to Settings > Branding & Personalization > Personalized Pages and select Manage personalized welcome pages.
The Account Administration window appears.
- Select Edit next to Custom Welcome Screen.
The Custom Welcome Screen window appears - Select the Custom Content Enabled box to turn the setting on for users.
Enter the secure (https://) URL where your custom content is located.
Unsecured (http://) links and links to internal files aren't supported. The link must be accessible from the web and embeddable. If the link isn't embeddable, you may encounter an error stating that the domain refused to connect.
Select the box to Require user to click "Accept" if desired. When this option is selected, your users must check a box indicating that they've read and understood the information on the welcome screen before continuing into Smartsheet.
You can download the user list from Admin Center to determine which users have accepted the terms.
- Select Reset to display the welcome screen to all users the next time they log in, regardless of whether they've reviewed previous versions in the past.
- Select the Preview button to view how your welcome screen appears.
- Select OK to save your changes.
Customize an internal help screen
Your internal help screen is displayed as an option in the drop-down list whenever a user on your Enterprise plan selects Help in the lower left corner of Smartsheet. You might use the help screen to instruct users on which sheets are relevant to which teams, how to participate in a workflow, or whom to contact for assistance.
- Sign in to Admin Center.
- Select the Menu icon in the upper-left corner of the screen.
Navigate to Settings > Branding & Personalization > Personalized Pages and select Manage personalized help pages.
The Account Administration window appears.
- Select the Edit button next to Custom Help Screen.
The Custom Help Screen window appears. - Select the Custom Resources Help link enabled box to turn on the setting for users.
- In the Help Link Text field, enter the name or brief description of your help screen.
- Enter the URL where your help content is located. The link must be accessible from the web.
- Select whether to Launch in a new browser tab. When de-selected, the custom content displays in an iFrame that pops up within the Smartsheet interface. When selected, a new browser tab opens and displays the content.
- Select the Preview button to view how your internal help screen appears.
- Select OK to save your changes.
The internal help screen will soon be named Internal Resources and will no longer be customizable.
LCM Content
There are multiple ways to create custom content to help your team get up to speed on using Smartsheet:
- A welcome screen that displays a message to users the first time they log in
- A help screen to guide team members about how to use Smartsheet
- An upgrade screen to assist your users in the onboarding process
Create a custom welcome screen
The welcome screen displays to all new users who are invited to the Enterprise plan for the first time when they log in to Smartsheet, and to existing users on their next login. You can use the welcome screen to display internal terms and conditions to your users and require them to accept these terms before continuing.
People must accept the terms and conditions using Smartsheet in a computer browser, as opposed to the mobile application or mobile browser. They can then use the mobile application as normal after accepting the terms and conditions from a computer browser.
Prerequisites
Create the welcome screen you want to use. Make sure it’s a secure URL (https://).
Unsecured (http://) links and links to internal files aren't supported. The link must be accessible from the web and embeddable.
Add a custom welcome screen to your plan
- Sign in to Admin Center.
- Select the Menu icon in the upper-left corner of the screen.
Navigate to Settings > Branding & Personalization > Personalized Pages and select Manage personalized welcome pages.
The Account Administration window appears.
- Select Edit next to Custom Welcome Screen.
The Custom Welcome Screen window appears - Select the Custom Content Enabled box to turn the setting on for users.
Enter the secure (https://) URL where your custom content is located.
Unsecured (http://) links and links to internal files aren't supported. The link must be accessible from the web and embeddable. If the link isn't embeddable, you may encounter an error stating that the domain refused to connect.
Select the box to Require user to click "Accept" if desired. When this option is selected, your users must check a box indicating that they've read and understood the information on the welcome screen before continuing into Smartsheet.
You can download the user list from Admin Center to determine which users have accepted the terms.
- Select Reset to display the welcome screen to all users the next time they log in, regardless of whether they've reviewed previous versions in the past.
- Select the Preview button to view how your welcome screen appears.
- Select OK to save your changes.
Customize an internal help screen
Your internal help screen is displayed as an option in the drop-down list whenever a user on your Enterprise plan selects Help in the lower-left corner of Smartsheet. You can use the help screen to guide users on which sheets are relevant to which teams, how to engage in a workflow, or who to contact for support.
- Sign in to Admin Center.
- Select the Menu icon in the upper-left corner of the screen.
Navigate to Settings > Branding & Personalization > Personalized Pages and select Manage personalized help pages.
The Account Administration window appears.
- Select the Edit button next to Custom Help Screen.
The Custom Help Screen window appears. - Select the Custom Resources Help link enabled box to turn on the setting for users.
- In the Help Link Text field, enter the name or brief description of your help screen.
- Enter the URL where your help content is located. The link must be accessible from the web.
- Select whether to Launch in a new browser tab. When de-selected, the custom content displays in an iFrame that pops up within the Smartsheet interface. When selected, a new browser tab opens and displays the content.
- Select the Preview button to view how your internal help screen appears.
- Select OK to save your changes.
The internal help screen will soon be named Internal Resources and will no longer be customizable.
Create a custom upgrade screen
A custom upgrade screen appears whenever a user tries an action they don't have access to, such as creating a new sheet.
You can customize the upgrade screen to display an internal page that requests or provides more information on how the user should proceed with their request, or a form that collects additional information about the user's Smartsheet needs to help you determine whether to change their access level.
- Sign in to Admin Center.
- Select the Menu icon in the upper-left corner of the screen.
Navigate to Settings > Branding & Personalization > Personalized Pages and select Manage personalized welcome pages.
The Account Administration window appears.
This feature is only available to System Admins. If you're a System Admin and don't see an option for Account Settings in your Account Administration window, contact our Support team for assistance.
- Select the Edit button next to Custom Upgrade Screen.
The Custom Upgrade Screen window appears. - Select the Custom upgrade screen enabled box to turn on the setting for users.
- Enter the URL where your custom content is located. The link must be accessible from the web.
Select whether to Launch in a new browser tab. When de-selected, the custom content displays in an iFrame that pops up within the Smartsheet interface. When selected, a new browser tab opens and displays the content.
The Launch in a new browser tab box must be selected when using an unsecured (http://) URL.
- Select the Preview button to view how your upgrade screen will appear.
- Select OK to save your changes.