What to do when you receive an invitation to join a Smartsheet account

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. After doing this, you'll be directed to the Smartsheet login page.
   • If you're a new user and haven't set a password yet, enter your email address and select Continue > Forgot Password to create one and gain access to Smartsheet. This action will trigger a reset password process, which will send you a second email and allow you to set a password.
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3. Log in to your Smartsheet account. A pop-up window will display to confirm your action.
4. Select Accept or Decline. A confirmation message displays.
5. Select OK. 

Notes

• 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.
• Users won't be subjected to SSO until they accept the invitation, as they aren't yet part of the organization's Smartsheet instance. Authentication settings only apply to invited users after acceptance. Users can still create a password, log in with their email and password, and, after logging in, see the invitation prompt.

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.

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.

For System Administrators

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 plan implications

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 acquired licensed users.
• 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. The 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 do not change.
• Any global settings in the acquired account will be overwritten.