Generate reports and perform other management actions with additional user controls on the User Management page in Admin Center.
USM Content
The User Management page in Admin Center allows you to perform various user actions, such as transferring Owner permissions, managing group membership, and generatig detailed reports on user activity and sheet access.
To access User Management:
- Sign in to Admin Center.
- Select the Menu icon in the top left.
Navigate to Users and Groups > User Roles and Reports.
The User Management page displays.
You can also access the User Management page from the Smartsheet app by selecting your account icon and then User Management.
User actions
To access additional actions for the user:
Hover over the row of the user account you want to manage and select the row.
The Edit User form displays.
- Select
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at the top right of the Edit User form.
| Use this option | To do this |
|---|---|
| Transfer Owner Permissions... | Transfer the user's Owner permissions on Smartsheet items to another user in your plan. For more information, see Change Owner permissions of a sheet, report, or dashboard. |
| Transfer Owned Groups… | Transfer the user’s Owner permissions on groups to another user in your plan. |
| View Group Membership... | See the names of all contact groups the user is part of. You can also remove them from specific groups or view the group details. |
| Download Sheet Access Report... | Download a CSV of all the sheets that the user is shared to within your Smartsheet account. |
| Send Password Reset Email | If you have Email + Password authentication enabled, send the user a link to reset their password. |
| Remove from Groups | Remove the user from all groups in your account. |
| Remove Sharing | Remove the user's sharing access to all sheets, reports, dashboards, and workspaces in your plan on which they don't hold Owner permissions. |
| Deactivate User | Revoke a user's access to Smartsheet. Content managed by the user is retained within its existing sharing structure and System Admins can transfer Owner permissions of items as needed. See Remove, deactivate, or reactivate users. |
| Remove User | Remove a user’s access to your Smartsheet plan. System Admins should transfer Owner permissions of items as needed. See Remove, deactivate, or reactivate users. |
User reports
Select More Actions in the top left and scroll down to the Generate Reports section to do the following:
| Use this action | To do this |
|---|---|
| Generate Reports > User List * | Creates and emails a report of all users and their associated roles in your account. |
| Generate Reports > Sheet Access | Creates and emails a report of all users shared to sheets in your account, including their sharing permission levels. This includes external collaborators not found in user management. |
| Generate Reports > Published Items | Creates and emails a report of all published items in your account. |
| Generate Reports > Login History * | Creates and emails a report of the last six months of login history for all users in your account. |
| Revoke Access to Items | Remove an email address from sharing on all items in your account. This can be a member of your account or an external collaborator. |
* Last login reports the time a user initiated the session.
You can search for users or apply filters using the options at the top-right of the User Management page. You can sort the user list by name in alphabetical ascending or descending order by selecting the Name & Contact column header.
