Enterprise Plan Manager overview

Centralize security, governance, and compliance policies across all your organization's Smartsheet plans.

Who can use this?

Plans:

  • Enterprise

Permissions:

  • System Admin

Find out if this capability is included in Smartsheet Regions or Smartsheet Gov.

Enterprise Plan Manager (EPM) lets System Admins enforce consistent security and governance settings across multiple Smartsheet Enterprise plans without consolidating them into a single account. Configure policies once in the main plan's Admin Center, and they apply automatically to all managed plans.

 

How EPM works

EPM creates a two-level plan hierarchy:

  • Main plan: Sets all EPM-governed policies and manages the family. System Admins configure everything here.
  • Managed plans: Inherit policies from the main plan. Managed plan System Admins retain control over settings not governed by EPM.

Policies managed by the main plan

The following policies apply to all managed plans automatically:

  • Authentication (SSO/SAML)
  • Domain management
  • User Auto-Provisioning (UAP)
  • Publishing controls
  • Safe sharing
  • External Collaborator SSO (EC-SSO)
  • External Collaborator MFA (EC-MFA)
  • Web content widget

The main plan can also grant specific managed plans the ability to override select policies. See Manage policy overrides in EPM.

What's new in EPM v2

EPM v2 introduces significant improvements over v1:

  • Self-service setup: Create your EPM family in Admin Center without involving Smartsheet Support.
  • Plan Discovery: Admin Center automatically surfaces Smartsheet plans across your organization based on validated domains.
  • In-app invitation flow: Invite managed plans directly from Admin Center. Managed plan admins accept or decline through an in-app notification.
  • Policy overrides: Grant specific managed plans the ability to customize select policies.
  • Pay Once: For user model plans, ensures a user is billed on only one plan regardless of how many EPM plans they belong to.
  • Billable plan editor: Reassign which plan a user is billed under using a CSV workflow.
  • Event Reporting integration: EPM actions now appear in Event Reporting.
  • AU region support: EPM v2 is available in US, EU, and AU regions.

EPM v1 and v2 coexist

Existing EPM v1 setups remain active. No action is needed until you're ready to migrate. EPM v1 customers must transition to the user model before migrating to EPM v2. Contact your account team.

Requirements

  • All plans in the EPM family must be on the Enterprise (or Premier) plan tier.
  • The main plan must be on the user model to use EPM v2.
  • At least one domain must be validated and activated on the main plan before creating an EPM family.
  • EPM isn’t available for Smartsheet Gov plans or across regions.