Invitation to join a Smartsheet account

When a Smartsheet System Admin invites you to join a Business or Enterprise plan, you receive an email invitation to join it. You might also see a prompt in the Smartsheet app. This article describes the invitation process and account administration details.

Who can use this?

Plans:

  • Smartsheet
  • Pro
  • Business
  • Enterprise

Accept or decline an invitation via email

  1. Search for an email invitation from this email address: user@smartsheet.com.
  2. Select Accept or Decline. The Smartsheet sign-in page displays.

    • If you have a Smartsheet account, sign in using your credentials.

      In the Smartsheet login page, you'll enter your email address and then select continue to reset your password.

    • If you don’t have a Smartsheet account, select Create one to gain access to Smartsheet.

      Create a Smartsheet account if you don't have one
  3. Once you sign in, a pop-up window appears prompting you to accept or decline the invitation.

  4. Select Accept or Decline.

    A confirmation message displays.

  5. Select OK. 

Notes

  • If you were already signed in, you might see a notification asking you to join an account. If you decline the invitation, your account and Smartsheet access remain the same.
  • You can’t see single sign-on (SSO) options until you accept the invitation, as you don’t yet belong to the organization's Smartsheet plan.

For users with a paid Smartsheet subscription

If you’re a paid user and you accept the invitation to join an account: 

  • You don’t have to pay for your previous account. The account that sent the invitation handles all future payments.
  • Your account merges with the plan’s account of the System Admin who sent the invitation.

After you join the account

The new System Admin governs your account. The sheets you create inherit any global account settings that the System Admin configures. This setup impacts your ability to publish from Smartsheet or change custom branding elements.

For System Admins

The System Admin for your organization's account can do these things:

Only Enterprise System Admins can configure security controls.