What to do when you receive an invitation to join a Smartsheet account
This Help Article Appears in the Following Learning Tracks
When a Smartsheet System Admin (SysAdmin) invites you to join a Business or Enterprise plan, you'll get an email invitation to join the account. You might also receive a prompt in the Smartsheet application.
- If you're already using Smartsheet and you're not sure what plan or user type you currently have, see Identify Your Smartsheet Plan and User Type.
- If you want more information about which features are available to you based on your user type, see Account-Level User Types for Business and Enterprise Plans.
Accept an invitation via email
- Search for an email invitation from this email address: firstname.lastname@example.org.
- To accept or decline the invitation, select Continue.
If you’re already logged in, you might see a notification asking you to join an account. If you decline the invitation, your account and access to Smartsheet will stay the same.
For users with a paid Smartsheet subscription
If you’re a paid user and you accept the invitation to join an account:
- You won’t be billed for your previous account. Future payments will be handled by the account that sent the invitation.
- Your account will be acquired by and merged into the account of the SysAdmin who sent the invitation.
Read the Admin Center Overview article if you want to learn how SysAdmins manage users and invitations.
After you join the account
Your account will be governed by the new SysAdmin. Sheets you create will inherit any global account settings configured by the SysAdmin. This will impact your ability to publish from Smartsheet or change custom branding elements.
The SysAdmin for the account you've joined will be able to:
- Transfer ownership of your sheets to other users
- Configure the security controls that you use to log in to Smartsheet; control who you can share and send information to, and who you can add to a group (based on the email address).
Only Enterprise SysAdmins can configure the security controls.
Business System Admins
If you’re a SysAdmin on a Business plan (or a legacy plan such as Team), this is how you and users on your account will be affected:
- All active users on your account will move into the account owned by the SysAdmin who sent the invitation.
The inviting account must have enough available user licenses to cover all licensed users who will be acquired.
- To keep your own Licensed User, Resource Viewer, Group Admin and System Admin access, the user who sent the invitation must give you the same access.
- All other Licensed Users, Resource Viewers, and Group Managers in the acquired account will retain their existing access levels.
- SysAdmins in the acquired account will lose System Admin access.
A SysAdmin in the account you’re joining will need to regrant your System Admin access.
- Groups and resource views set up in the acquired account will be retained.
- Any global settings in the acquired account will be overwritten.