Change the account name or designated main contact

The account name identifies your organization in Smartsheet, and the main contact is the System Admin responsible for billing and account communications. Keeping both up to date ensures invoices and renewal notices reach the right person.

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

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

You can find the account name:

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

When to update account details

• Account name: If your company name changes or you need to distinguish between multiple accounts in one company.
• Main contact: If the main contact leaves the company, changes roles, or no longer wants to serve as the main contact.

Before you begin

To designate a new main contact, your plan must have at least two System Admin. If your plan currently has only one System Admin, add a second System Admin before proceeding.

It's also worth having more than one System Admin on the plan as an ongoing practice. If the sole System Admin becomes unavailable, account management and billing access can be disrupted

Change the account name

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. Enter the updated name in the Account Name field and select Save.

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If you receive invoices or pay recurring credit card payments, also complete the Company Name and Address Change Request form so the Finance team can update your company name in billing records.

Designate a new main contact

1. On the left Navigation Bar, select Account.
2. Select Plan & Billing Info.
3. Select the Account Details tab in the Account Administration form.
4. Select Edit Account Details.
5. Use the Account Contact dropdown menu to select the new main contact and select Save.

The main contact can be any user with System Admin access to the plan. The Account Contact dropdown is only available when more than one System Admin is on the plan.

One System Admin per instance

A System Admin can serve as the primary System Admin for only one plan per instance at a time. However, a System Admin can hold the primary role on one plan per instance. For example, one plan in the US instance and one plan in the EU instance simultaneously.

Remove a former contact from billing records

If a former main contact's email address has already been deleted or deprovisioned from the account, it may still appear on existing invoices or billing records. The self-service Account Contact dropdown doesn't resolve this.

To update the contact information in billing records, use the Company Name and Address Change Request form.