Introduction
USM Content
The System Admin is responsible for adding, managing, and removing users. Review best practices for setting up and managing your plan's users. We'll explain user types, permissions, and demonstrate reporting.
This learning track covers the following topics:
- Adding users: Learn how to add users to your Smartsheet account, both individually and in bulk, through the Admin Center. Also, discover how to send invitations and what steps are needed for users to become active members.
- Editing users: Learn how to modify user details, roles, and permissions within the Admin Center
- Deactivation and reactivation explained: Understand the concepts of user deactivation and reactivation in Smartsheet, including the policies and implications of these actions.
- Deactivating and reactivating users: Step-by-step instructions on how to deactivate and reactivate user accounts within the Smartsheet Admin Center.
- Removing users: Learn how to permanently remove users from your plan and manage their access rights and permissions.
- Advanced user administration tools: Explore advanced user management tools, including generating reports, transferring ownership, and managing group memberships.
- Consolidating user accounts: Discover the User Merge feature and how to use it to consolidate duplicate user accounts and update email addresses in bulk, ensuring a smooth transition and data integrity.