Set up and administrate your Bridge account

Manage your Bridge account and your workspaces.

Who can use this?

Plans:

  • Bridge by Smartsheet

Set up your account

If your organization doesn’t have access to Bridge, contact your Smartsheet sales team. 

To set up Bridge, provide the name and email address of the first user. After the account is created, that user receives an email containing your organization’s unique URL.

If your organization already uses Bridge, any user with login access can add additional users. If you’re not sure who has access, contact your Smartsheet sales team to identify the original account owner.

After you are added to Bridge, you receive an email with the login URL.

Add users to Bridge

Once you have access to Bridge, you can add more users by following these steps:

  1. Log in to your account
  2. Go to Account Settings > Admin
your Bridge account
  1. From the System Admins page, select New System Admin and enter the details for a new user. 

After completing the form, the new user receives an email with instructions for setting their password.

Remove users from Bridge

To remove a user, follow these steps:

  1. Select their name from the list. 
  2. Select the More options icon.
  3. Select Delete, and then select Delete again in the confirmation message.
Delete a bridge account

Manage workspaces

  1. Select Choose or manage workspace in the top bar. 
  2. Select Manage Workspaces. 

To create a new workspace:

  1. Select New Workspace in the lower right corner.
  2. Name your new workspace and select Create. 

A popup appears confirming you successfully created the workspace. The system redirects you to the new workspace in 5 seconds. To stay in the current workspace, select Cancel.

To delete workspaces:

  1. Select the workspaces that you want to delete by checking the box next to their names.
  2. Select More options in the top right corner. 
  3. Select Delete, and then select Delete again in the confirmation message.

You can't delete the workspace you're currently in.

Alternatively, you can copy the content of one workspace into a new or existing workspace by selecting only one workspace and selecting Copy Content instead of Delete.

Manage API Keys

You may have purchased services from Smartsheet where our consulting teams help you build workflows or even new integrations. 

To install these integrations or workflows, you may need to generate an API key and share it with the architect working with you so they can install the integration they implemented or import the workflows they build. 

Also, if you have a support ticket open, we may sometimes need to look into error logs accessible via an API and may then ask you for an API key.

If someone from Smartsheet asks you for an API key, generate it by following these steps:

  1. Go to Account Settings > API Keys.
  2. Select Generate API Key.
  3. Give it a name that helps you remember why you generated it. 
  4. Select Generate.

Remember that API keys are like passwords, so once it’s no longer needed, you should delete it.

You can delete an API key following the same steps as for deleting a workspace.