The main contact and account name are used when you need to verify account ownership or manage account access with Smartsheet.
The main contact of a Business or Enterprise plan is typically the System Admin who purchased the subscription. If the main contact ever leaves the company or no longer wishes to maintain the designation, you’ll need to designate a new main contact for the account.
You'll see the account name on receipts of payment made to Smartsheet, in email messages inviting users to the account, and in the Account Administration window (to name just a few places it appears).
To change the account name or to designate a new main contact:
- In the lower right corner, click your account icon and then and click Plan Info or Plan & Billing Info
- Next to Account Name, click the underlined account name. The Edit Account Profile form appears.
- Enter your changes and click Save.
After an additional System Admin has joined the account, you can designate them as the main contact.
The main contact can be anyone with System Admin access to the account. If there is only one System Admin on the account, the drop-down arrow for Main Contact won't be available. It's a good best practice to have more than one System Admin on an account. Please review the Managing Users article for instructions on how to do this.