FAQ: Some unlicensed users can buy a plan after their trial expires

No. If you don't want users to buy a plan, upgrade from a Business plan to an Enterprise plan and enable User Auto Provisioning, EPM, Directory Integration, or SSO/SAML. If you're already on an Enterprise plan, ensure you've enabled one of these controls. 

No, your custom upgrade screen doesn't change. 

Download your User List Report and look for unlicensed users who own sheets. Unlicensed users who aren't on the trial can't own sheets. 

If you're on a plan that doesn't have UAP, EPM, SSO/SAML, and/or Directory Integration enabled, then no. An unlicensed user doesn't require your approval. If you're on a plan with one of the capabilities enabled, the user won't be able to purchase their own plan.  

• It depends. If an unlicensed user is part of a plan that doesn't have UAP, EPM, SSO/SAML, and/or Active Directory, then yes, they can leave your plan and become a licensed user on their own plan.

• If an unlicensed user is part of a plan that does have UAP, EPM, SSO/SAML, and/or Active Directory, then no, they won't be able to leave your plan. 

Yes, any trial plans created by unlicensed users will honor any controls you have put in place. However, if the user can buy their own plan, those controls won't carry over to the new plan.

Yes. You can add any unlicensed user-created sheets to your plan in two ways. You must be a System Admin on Smartsheet to do this. You can grant the unlicensed user a license, converting the unlicensed user's trial into a license under your plan. Alternatively, you can transfer Owner permissions of the unlicensed user's sheets to a licensed user on your plan. Transferring Owner permissions will work on sheets, even after the unlicensed user's trial has expired. 

Sheets are permanently deleted after 90 days. After 90 days, you will no longer have the option to transfer those sheets. 

The first time a user requests a license, they'll also start a free 30-day trial of Smartsheet. If a user previously completed a 30-day trial and their license request was denied, the user can start a new free 30-day trial 90 days after the first trial expires. An unlicensed user can't access the trial without first requesting a license. 

No. The connected user count only counts unlicensed users as internal collaborators if they interacted with a sheet associated with their plan last year. Any sheets created by the unlicensed user as part of a trial aren't associated with the original plan, so they don't count toward the connected user count. Additionally, transitioning an unlicensed user into a Free plan doesn't impact your connected user count.

No, the unlicensed user's capabilities won't change on any items in your plan. The user can only create Smartsheet items on their trial plan and have expanded capabilities on only those items.

No. Unlicensed users don't have access to any capabilities beyond the standard trial. The trial only gives users access to Smartsheet's core capabilities.