Adjusting Personal Settings

You can easily view and manage your Profile (email address, password, name, date format, language, etc), configure Settings (auto-save options, attachment settings and email preferences), access your connected mobile devices, apps and API information and participate in our Referral Rewards program from your Personal Settings menu.


View and Edit your User Profile

  1. Click Account in the upper-left corner of the Smartsheet window, and then select Personal Settings.

    Personal Settings Profile
     
  2. Select Profile from the list on the left to adjust the following:
    • First and Last Name: Smartsheet displays your name in a sheet or workspace's sharing list, contact-list columns, and various other features.
    • Time Zone: The selected time zone ensures that timestamps, scheduled emails and other time-based actions reflect your time zone.
    • Language (Country): Smartsheet is currently available in English, French, German, Italian, Japanese, Portuguese, Russian and Spanish (additional languages will be supported in the future). Your Language (Country) setting also dictates your default date format (e.g., mm/dd/yy or dd/mm/yy) and default thousands separator (comma or decimal).
    • Manage Email Addresses: Your account can have one primary email address, which is the email address used to log in, to track in Resource Management, and for email notifications, and multiple alternate email addresses, which can be used for sharing sheets, sending update requests, and adding to groups.

      For detailed steps about managing email addresses, see Change the Email Address Used with Your Smartsheet Account.
       
    • Change Password: The form will ask you to enter your current password, your new password, confirmation of your new password, and then click Save.

      The next time you login to Smartsheet, make sure to use the new password. TIP: You can also reset your password from the Smartsheet login page.

Auto-save, Attachment and Email Preference Settings

  1. Click Account in the upper left corner, then select Personal Settings.

  2. Select Settings from the list on the left to  display the Settings form.


Auto-save settings:

  • Auto-save after 3 minutes of inactivity: Select this option to have Smartsheet automatically save any edits every [x] minutes of inactivity. Click 3 minutes to edit the save frequency to 1, 2, 3, 5, or 10 minutes.
  • Auto-save my changes when I leave a sheet or report: Select this option to have Smartsheet automatically save any edits when you close a sheet or report's tab, switch to another tab, or log out of Smartsheet.

    NOTE: You can't undo saved actions.

Communication Preferences:

  • Show Smartsheet Bulletins: Select this to receive information in a banner at the top of Smartsheet. Get information about new features, upcoming training in your area, or other product-related news. (Note that you cannot opt out of displaying important messages such as scheduled downtime for maintenance.)
  • Product Update News: Select this to receive email notification when new features are released to Smartsheet and to receive periodic tips and information during a 30-day trial.
  • Smartsheet Daily Mail: Select this to receive a daily summary of your recent activity in Smartsheet.

Mobile Devices, Apps, and API Access

  1. Click Account in the upper left corner, then select Personal Settings.

  2. In the left panel, select one of the following options:

    • Mobile Devices: If you have a Smartsheet session open from a mobile or tablet device, you can review and revoke the access by clicking here.
    • Apps: Explore our App Gallery to learn how you can connect Smartsheet with your favorite apps. Existing connections will be listed here.
    • API Access: Click to generate an API access token, as well as review and revoke existing access tokens.

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