Account name or designated main contact

Every plan has an account name and main contact. It's important to keep this information updated. 

You must be a System Admin to change the account name or main contact of an account.

For a Business plan or Enterprise plan, the account name is the company name and the main contact is typically the System Admin who purchased the subscription. 

You'll see the account name:

• On receipts of payment made to Smartsheet
• In email messages inviting users to the account
• In the Account Administration form

When you need to change the account name or main contact

• Account name: If your company name changes or you need to disambiguate multiple accounts in one company
• Main contact: If the main contact leaves the company, changes roles, or doesn't want to continue as the main contact

Change the account name or designate a new main contact

1. On the left Navigation Bar, select Account. 
2. Select Plan & Billing Info.
3. Select the Account Details tab on the left Navigation Bar of the Account Administration form.
4. Select Edit Account Details.
5. Input your changes.
6. Select Save.

After an additional System Admin has joined the plan, you can designate them as the main contact.

If you receive invoices or pay recurring credit card payments, complete the Company Name and Address Change Request form to alert our Finance Team to update your company name.

The main contact can be anyone with System Admin access to the plan. If there's only one System Admin on the plan, the drop-down arrow for Main Contact won't be available.

It's advisable to have more than one System Admin assigned to a plan. However, a single System Admin can only serve as the primary System Admin for one plan at a time. While a System Admin can be designated as the primary System Admin for two different plans in the EU and US instances, they can't be the primary System Admin for two plans within the same instance.