Logging In

Review how to set up your Smartsheet account and login to Smartsheet.

Follow the step-by-step instructions below to accept your Smartsheet invitation.

What to Do When You Receive an Invitation to Join a Smartsheet Account

When a Smartsheet System Admin invites you to join a multi-user plan, you'll you receive an email invitation to join the account. (You may also receive a prompt directly in the Smartsheet application.) Follow the steps in this article to join the account.

NOTES:

Step 1: Click Accept in the Message

You must click the Accept button to be added to the account. If you choose not to accept the invitation, your account and access to Smartsheet will remain unchanged.

The email invitation looks similar to this:

When you click Continue in the email, you'll be directed to a confirmation page where you can accept or decline the invitation to join.

Step 2: What Happens When You Click Accept

When you accept the invitation, you'll be able to access Smartsheet with the user type assigned to you by the System Admin who sent it. For example, if you were granted Licensed User access, you'll be able to create and own sheets in Smartsheet.

To learn more about the various Smartsheet access levels, see the Help article on User Types.

More About What You'll Be Able to Do in the Account That You've Joined

Your account will be governed by the new System Admin. Sheets that you create will inherit any global account settings configured by the System Admin, which can impact your ability to publish from Smartsheet or enable resource management (to name a few examples). For more information about what a System Admin can configure in Global Account Settings, see the Help Article on Global Account Settings.

The System Admin for the account you've joined will be also able to:

  • Transfer ownership of your sheets to other users. (Review the User Agreement for more detailed information.)
  • See your Smartsheet login history. (More on this in the login history article.)
  • Manage the billing information on file and cancel the account at any time. Details on this process here
  • (Enterprise only) Configure the security controls that you use to log in to Smartsheet, control who you can share and send information to, and control who you can add to a group (based on the email address). That is, as part of joining the new account, you'll automatically inherit whatever security controls the System Admin has set up. For details on this functionality, see the Security Controls article.

Additional Details for Paid Users

If you are invited to join an account and you already have a paid Smartsheet subscription, clicking Accept will mean that your account will be acquired by and merged into the account of the System Admin who sent the invitation.

NOTE: An invitation can't be sent to Enterprise System Admins - contact [email protected] for assistance with merging Enterprise plans.

The invitation you receive looks similar to this:

When you accept the invitation, you will retain access to all sheets that you own and you'll no longer be billed for your previous account–future payments will be handled by the account that sent the invitation.

If you are a System Admin on a Business plan (or a legacy plan such as Team), here is how you and users on your account will be affected:

  • All active users on your account will be moved into the account owned by the System Admin who sent the invitation.

    IMPORTANT: The inviting account must have enough available user licenses to cover all licensed users who will be acquired.
     
  • In order for you to retain your own Licensed User, Resource Viewer, Group Admin and System Admin access, the person who sent the invitation must provide you with the same access.
  • All other Licensed Users, Resource Viewers, and Group Managers on the acquired account will retain their existing access levels.
  • System Admins on the acquired account will lose System Admin access (this will need to be re-granted by a System Admin on the account that you’re joining).
  • Groups and resource views set up on the acquired account will be retained.
  • Any global settings on the acquired account will be overwritten. More on Global Settings in our Help Center.

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Follow the step-by-step instructions below to login to Smartsheet

Sign In and Sign Out of Smartsheet

The best way to sign in to Smartsheet is to visit: https://app.smartsheet.com

To log out of Smartsheet, click Account in the upper-right corner of the Smartsheet window, and then click Sign Out.

In this article:

Login Page

 


Understand Login Options

SysAdmins on Enterprise accounts have the ability to enable or disable any of these options at any time in the Account Administration form. For more information, check out the Security Controls (Enterprise Only) article.

The options the SysAdmin selects will impact all users on the Enterprise account.

Log In with Google (Gmail or Google Apps) or Office 365 for Business

If you use a Gmail, Google Apps, or an Office 365 for business email address in Smartsheet, click the Google or Work Account (Office 365 for business ​ ) button.

If you aren't already logged into Google or Office 365, you'll be prompted to provide your account information, and you will also be asked to grant Smartsheet permission to use your credentials if this is your first time using this login method.

You'll then be logged into Smartsheet automatically with the email address on your Google or Office 365 for Business account.

NOTE: Smartsheet doesn't receive or store your Google or Office 365 password.

Log in with Your Email Address and Smartsheet Password 

If you don't use a Google or Office 365 email address in Smartsheet, or if you don't want to use the login method mentioned above, enter your email address into the field and then click Continue.

The page will update to include a field where the account password can be entered. Enter the password and then click Log In. If you don't recall the password, click on the Reset Password link.

The next time you visit the login screen, you'll be able to enter your email address and password in the same step.
 
TIP: Checking the Keep me logged in box will log you into Smartsheet automatically each time you visit the login screen. The feature will be turned off if you sign out of your account by clicking Account > Sign Out.

Log in with Your Company Account (Enterprise Only)

Enterprise SysAdmins can enable a single sign-on experience with Smartsheet from their local network using SAML 2.

If your organization has this feature enabled, you can access Smartsheet using the Your Company Account button.

NOTE: Depending on how the internal single sign-on page is configured, you may be required to enter your credentials or authentication may happen automatically. After authentication, you'll be directed back to Smartsheet and will be granted access.


Troubleshoot Login Issues

Reset Password

If you're not able to remember your Smartsheet password, you can reset your password on your own as long as you know the email address that you use with Smartsheet. Visit the Reset Password page and type the email address that you use with Smartsheet. You’ll receive an email with a link that you’ll need to copy and paste into a browser window.

Go to the Reset Password Page

Additional Troubleshooting Steps

First, check the Status Page (this page is available in English only) to ensure that all systems are operational.

If you confirm that all systems are operational, but you continue to have trouble logging in to Smartsheet, the issue may be related outdated login information being stored on your computer (this information is stored in browser cookies). Here are steps you can take to resolve that:

  1. Make sure you’re logged out of Smartsheet by visiting https://app.smartsheet.com

    If you’re signed in automatically, sign out by clicking Account > Sign Out in the upper-right corner of the Smartsheet window.
     
  2. Follow the step below for the browser type you're using to delete your browser cookies and clear browser cache:
     
    • Chrome: Click the Customize & Control Google Chrome icon control chrome icon in the upper-right corner of the Chrome browser, and then click More Tools > Clear Browsing Data. Clear items from at least the past week, and make sure to check the following boxes:

      Browsing history
      Cookies and other site data
      Passwords


      Click Clear Browsing Data.
       
    • Firefox: Click the Settings icon in the upper-right corner of the browser, then click HistoryClear Recent History. Clear Everything, and make sure the Cookies and Cache boxes are both checked.
       
    • Internet Explorer: Click the Tools icon in the upper-right corner of the browser, then click SafetyDelete Browsing History.

      Check the Make sure Cookies and website data, History, and Passwords boxes. 
      Uncheck the Preserve Favorite Website box.
       
    • Safari: Click Safari > Preferences and then click the Privacy icon. Click the Manage Website Data button and click the Remove All button.
       
    • Edge: Select Hub  History. Select Clear all history. Choose the types of data you want to remove from your PC (Cookies and Browser Cache), then select Clear.
       
  3. After clearing the cache and cookies, close and then restart the browser.
  4. Return to http://www.smartsheet.com/b/home and sign in with the most recent password that you created for the account.

Sign In Issues When Using Your Google Account

You may be trying to sign in with a different Google account, one that isn't associated with your Smartsheet account. 

To fix this, sign out of all of your Google accounts across all applications in your browser (see this Google Support article for more information on signing out), then sign back in with the Google account you're using with Smartsheet.

Follow the step-by-step instructions below to set up your personal profile.

Manage Your Personal Profile

A personal profile makes it easier for others to identify who you are as you collaborate in Smartsheet. You’ll see someone’s personal profile card when you hover over their name or email address in the following locations:

  • Contact List columns
  • The Sharing form
  • Comments
  • Card View
  • Your Smartsheet Contacts

Personal Profile Card

    You can customize your personal profile to display as much or as little personal information as you want. You can also control who can see specific profile information based on whether that person is inside of or outside of your organization.

    Add or Change Your Photo and Other Details

    In addition to your name and email, you can add the following to your personal profile: a photo, your job title, your department, company name, and work and mobile phone numbers.

    To add or update personal profile details:

    1. Click Account > Personal Settings in the upper-right corner of the Smartsheet window.
    2. Select Profile from the left panel.
    3. Make the desired changes to your profile and click Save.

    Control How Others See Your Personal Profile Information

    If you’re part of a multi-user plan, you can specify whether people inside of or outside of your organization can see your photo, profile information, or both. To customize profile visibility:

    1. Click Account > Personal Settings in the upper-right corner of the Smartsheet window.
    2. Select Profile from the left panel.
    3. Next to Visibility, click Customize.
    4. Under Inside: Your Organization and Outside: Your Organization, check or uncheck the Show Photo and Show Details check boxes.

      NOTE: If you’re unable to add check marks to the boxes, it’s likely that your System Admin has configured profile visibility at the organization level; if that’s the case, you won’t be able to change these visibility setting unless your System Admin changes this setting for your entire organization.

      For more information, see Control Personal Profile Details for Others section of this article.
    5. Click Save.

    When others see your personal profile card, they’ll see only the level of detail (photo, details, or both) that you specify.

    NOTE: You can only make changes to your personal profile on the desktop browser application. If you're using the Smartsheet mobile apps (Android or iOS), please sign in to Smartsheet on a computer desktop browser to make changes to your personal profile.