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 multi-user 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:
- Click the account icon in the upper-right corner of Smartsheet and click Plan & Billing Info.
- Click on the underlined account name next to Account Name in the upper-left corner of the form to display the Edit Account Profile form.
After an additional System Admin has joined the account, you'll be able to 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.