Get started with the user model

Introduction

About this learning track

This learning track covers the Smartsheet user model. System Admins can find essential information on migrating from the legacy model, managing users, and understanding provisional membership. This knowledge is crucial for effectively controlling costs and managing user access within Smartsheet.

We'll go over the following topics:

  • User model and provisional membership: Understand seat types, provisional membership, and best practices.
  • Migrate from the legacy model: Learn about transitioning from the legacy model. This includes timelines for both annual and monthly plans and what to expect during migration.
  • Manage users: Follow a step-by-step guide designed for System Admins on how to manage users within the Admin Center. This includes adding users and changing seat types, either individually or in bulk.