Learning Track
This Help Article appears in the Free Users learning track. Get the most out of this learning track by starting at the beginning.
This Help Article appears in the Free Users learning track. Get the most out of this learning track by starting at the beginning.
When a Smartsheet System Admin invites you to join a multi-user plan, you'll you receive an email invitation to join the account. (You may also receive a prompt directly in the Smartsheet application.) Follow the steps in this article to join the account.
NOTES:
You must click the Accept button to be added to the account. If you choose not to accept the invitation, your account and access to Smartsheet will remain unchanged.
The email invitation looks similar to this:
When you click Continue in the email, you'll be directed to a confirmation page where you can accept or decline the invitation to join.
When you accept the invitation, you'll be able to access Smartsheet with the user type assigned to you by the System Admin who sent it. For example, if you were granted Licensed User access, you'll be able to create and own sheets in Smartsheet.
To learn more about the various Smartsheet access levels, see the Help article on User Types.
Your account will be governed by the new System Admin. Sheets that you create will inherit any global account settings configured by the System Admin, which can impact your ability to publish from Smartsheet or enable resource management (to name a few examples). For more information about what a System Admin can configure in Global Account Settings, see the Help Article on Global Account Settings.
The System Admin for the account you've joined will be also able to:
If you are invited to join an account and you already have a paid Smartsheet subscription, clicking Accept will mean that your account will be acquired by and merged into the account of the System Admin who sent the invitation.
NOTE: An invitation can't be sent to Enterprise System Admins - contact sales@smartsheet.com for assistance with merging Enterprise plans.
The invitation you receive looks similar to this:
When you accept the invitation, you will retain access to all sheets that you own and you'll no longer be billed for your previous account–future payments will be handled by the account that sent the invitation.
If you are a System Admin on a Business plan (or a legacy plan such as Team), here is how you and users on your account will be affected: