Applies to

Smartsheet
  • Pro
  • Business
  • Enterprise

Capabilities

Who can use this capability

  • System Admin

Remove, deactivate, or reactivate users

Smartsheet Admin Center provides multiple options to manage a user's access to your plan.

Who can use this?

Plans:

  • Smartsheet
  • Pro
  • Business
  • Enterprise

Permissions:

  • System Admin

Find out if this capability is included in Smartsheet Regions or Smartsheet Gov.

This article discusses information relevant to both the Legacy Collaborator Model and the User Subscription Model. If you're unsure about your model type, learn how to determine the model your plan is on.

Manage user accounts

Deactivate user

Deactivation is recommended to stop your internal users from signing into Smartsheet. This means the corresponding user is no longer a part of your company. If the deactivation happened by mistake, you have seven consecutive days to correct the error; after that you must remove the user and re-invite them to re-enable their access.

Users you deactivate can't sign in to Smartsheet, but items they created remain available. Upon deactivation, the user is no longer assigned a license (Legacy Collaborator Model) or Member designation, and that license or Member designation is available for you to reassign it.

You can only deactivate users in your plan who belong to any of your active domains. You can't deactivate users with emails from the following domains because it completely revokes their access to Smartsheet. Instead, remove them from your plan.

  • outlook.com
  • gmail.com
  • hotmail.com
  • live.com
  • yahoo.com
  • aol.com
  • verizon.net
  • rocketmail.com
  • comcast.net
  • icloud.com
  • charter.net
  • web.de
  • mail.com
  • email.com
  • usa.com
  • duck.com
  • mail.ru

Reactivate user

If a user was deactivated by mistake, you can reactivate them. Reactivation assigns a license (Legacy Collaborator Model) or Member designation (User Subscription Model) and restores access to shared items or items on which the user holds Owner permissions.

Our reactivation policy
  • You can only reactivate a user for seven consecutive days after deactivating them. You won't be able to reactivate those users on the eighth day or thereafter.
  • We recommend using the Remove User option in the Admin Center after seven days. Transfer the user’s Owner permissions on items to another user and re-invite the same individual instead of trying to reactivate them. Also, ensure you don’t revoke their sharing permissions if you want them to maintain access to their shared items.

Users managed through Directory Integration

The seven-day reactivation policy applies exclusively to users managed in Admin Center. If you manage users through Directory Integration (DI) and are attempting to reactivate a user after the seven-day window, do the following: 

  1. Temporarily deactivate DI in Smartsheet
  2. Remove the user via Admin Center
  3. Reactivate DI in Smartsheet
  4. Add the user to the relevant groups

This process will allow you to re-provision them through DI.

Remove user

Removing a user (previously called Delete user) permanently removes them from your plan and revokes their access to shared items. However, you can also decide to maintain the user's access rights. Removed users can't access your plan, and their licenses (Legacy Collaborator Model) or Member designations (User Subscription Model) are released.

When removing a user, ensure you transfer the user's Owner permissions on Smartsheet items to another user.

You can re-invite a previously removed user to your plan using the same email address.

 

Remove sharing permissions

When removing a user, Admin Center prompts you to decide whether to remove their sharing permissions as well.

You can use the Remove their access from all items owned by your plan option to withdraw a user's access to items in your plan. If you choose not to remove the user's sharing permissions after enabling the Remove User action, the user continues to retain their access to shared items. This action simply removes the user's license  (Legacy Collaborator Model) or Member designation (User Subscription Model).

By default, the Remove their access from all items owned by your plan option is enabled.

UAP users

You can remove users if User Auto Provisioning (UAP) is enabled in your plan. However, if a previously removed user logs in and isn't part of another plan, they'll be readded to the original plan with UAP active for that domain. Note that the user won't display on the User Management screen (Legacy Collaborator Model) or User roles and reports screen (User Subscription Model) unless they log back into Smartsheet. Learn more about UAP.


To remove, deactivate, or reactivate users

  1. Go to Admin Center.  
  2. Select User Management (Legacy Collaborator Model) / User Roles and Reports (User Subscription Model).
  3. Hover over the row of the user account you want to manage.
  4. On the right side of the row, select to open the action menu.
  5. Select one of the following:
    • Remove Sharing
    • Deactivate User
    • Remove User
    • Reactivate User

 

To find deactivated users

  1. Go to the Admin Center.
  2. Select User Management (Legacy Collaborator Model) / User Roles and Reports (User Subscription Model).
  3. On the top right, change the filter setting from Show All Users to Deactivated.
  4. Search for the deactivated user account.

To transfer Owner permissions of items and groups

  1. Go to Admin Center.
  2. Select User Management (Legacy Collaborator Model) / User Roles and Reports (User Subscription Model).
  3. Hover over the row of the user account you want to manage.
  4. On the right side of the row, select .
  5. Select one of the following:
    • Transfer Owner Permissions...
    • Transfer Owned Groups...
    • (Optional) Remove Sharing
    • (Optional) Remove from Groups

Other things to know

You are responsible for ensuring your users access and use of the Smartsheet services is within authorized limits. Unauthorized access to and use of the services is invoiceable pursuant to the Limits Policy. Unless otherwise agreed in writing by Smartsheet, the removal or deactivation of users or the cessation of use of the services will not affect Smartsheet’s right to invoice for unauthorized access and use.

  • You can't remove yourself from a plan even if you're a System Admin. Another System Admin must remove you from the plan. 
  • You can't revoke access to Smartsheet or deactivate users through external integration.
  • Deactivating a user immediately revokes all API access tokens they've generated. The deactivated user can no longer use them.
  • Use the filter dropdown in the top right corner to find users by status or type. Can't find a user? Try changing the filter setting. 
  • The Admin Center and API calls will display an error message if you attempt to reactivate a user more than seven days after being deactivated.
  • If a System Admin transfers Owner permissions for an item to another user without removing the previous Owner's sharing permissions, the previous Owner will retain their Admin permissions.