Admin Center: Edit users

The Smartsheet Admin Center allows you to edit users individually or in bulk.

Who can use this?

Plans:

  • Pro
  • Business
  • Enterprise

Permissions:

  • System Admin

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

The User Management page in Admin Center is where you can add, edit, and manage users within your Smartsheet plan.

To access the User Management page:

  1. Sign in to Admin Center.
  2. Select the Menu  Admin Center main menu  icon in the top left.

  3. 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.

Edit users individually

  1. Select a name from your User Management page.
  2. Make your changes in the right Edit User panel.
Use this tabTo do this
General InfoEdit the user's name and roles, premium application roles, and view their primary email address.
ProfileEdit the user's title, department, company, phone numbers, and job category.
GroupsSee the groups the user is part of, and view the group details or remove them from the group.
Alternate Emails *Add alternate email addresses to the user's account, or make an alternate email address their primary. Note that users can delete alternate email addresses from User Management.

* If you add an alternate email address, a confirmation email is sent to that address. The user must confirm the change before the alternate email is successfully added.

Edit user roles

Assign user roles by toggling the sliders and marking the checkboxes in the General Info tab.

Edit premium apps and Connectors permissions

To enable or revoke access to premium applications and Connectors on your account, toggle the sliders for each user.

Premium app toggles in Admin Center

Edit user properties in bulk

Use the Bulk Update Basic Permissions… option to change the user types for multiple users in your plan all at once. You can do this by downloading a user list as a CSV file, making changes to the values in the user list, and then uploading the list back to Smartsheet.

If you change the permissions of a user that owns Smartsheet items, you may need to transfer Owner permissions.

You can’t use the Bulk Update Basic Permissions... option to edit the user type for users that have a status of Invited. You can only edit these properties if the user has accepted the invitation to the plan.

  1. Select More Actions > Bulk Update Basic Permissions...
  2. Follow the steps in the Bulk Update Basic Permissions pop-up window to update user attributes.
    • Download the user list
    • Update user roles

    • Upload the CSV file

      Update user permissions in bulk form
  3. Select Import.

Edit premium apps and Connectors

  1. Select More Actions > Bulk Update Premium App Permissions…
  2. Select Generate User List. The list will go to your email.
  3. Open the email and download the .csv file. The file shows all your users and a column for each user role.
    • To grant a role to a user, enter TRUE into the cell for that role.

    • To remove a role, type FALSE into the cell for that role.

      Group Admins or Resource Viewers must be paid users.

  4. Save your updated file and upload it to the drag-and-drop box on the Bulk Update Premium App Permissions window.
  5. Select Update to apply the changes.