Who can use this capability
You must be a System Admin on an Enterprise plan to use Plan Insights.
Admin Center: Plan Insights
Plan Insights allows System Admins to see account metrics and usage data.
- To access Plan Insights, log into Admin Center and then select the Plan Insights tile.
Connected users represent the total number of users associated with your Smartsheet usage. This number is relevant when you purchase, true-up, and renew your account.
Connected users are:
- Licensed users: Users with paid licenses that can create, own, and manage tasks or projects on a plan.
- Internal collaborators: Internal users who have interacted a plan's assets in the past 365 days while authenticated using the company's domain or subdomain associated with the plan. Does not include licensed users.
- Previously licensed users: Users who had licenses revoked or deactivated in the past 365 days and no longer interact with a plan’s sheets, reports, or other assets. Does not include licensed users or internal collaborators.
Gain insight into your users and licensing
Select Create User Report to generate a sheet with more insight into the users that make up your connected user count. This sheet contains information on who is a connected user, their activity, the department they belong to, and the number of assets they have used.
Use the information from plan insights to understand your internal Smartsheet use and growth. Work with your account manager or customer success manager to forecast and budget for your future needs accordingly.
Why do I see different numbers of Licensed users on the Admin Center home page and the Plan Insights page?
The Plan Insights page doesn't show changes right away. Data is updated three times a day: 12 am, 8 am, and 4pm PST.
The licensed user count in Plan Insights doesn’t include pending users – those who haven’t accepted their licenses. The number on the Admin Center home page includes pending users.
Pending users are not included in the Connected User Report Licensed User column.
Why are users with no last activity counted as connected users?
Connected users is the total number of licensed users, internal collaborators, and previously-licensed users. If a user is a licensed user or a previously-licensed user, the user will still be counted as a connected user even if there is no activity.
Why does a user have a login record on the Access Report in 2022 but the Connected User Report shows the user’s last activity is in 2021?
Last activity counts any user interaction including view, click, submit a form (while logged in), comment, respond to an update request, and more.
Logging in without interacting does not count as user activity.
In the Connected Users Report, what is the difference between Items Edited and Items Viewed?
When the user edits a sheet, report or dashboard, it counts as an item edited. If a user opens an item but does not change anything, it counts as and item viewed.
Items edited does not include items viewed.