Custom Help Screens

Enterprise and Premier plans can create a custom welcome screen to share instructions and messages with your users when they login to Smartsheet.

Create a Custom Welcome Message, Help Page, or Upgrade Screen (Enterprise Only)

If you are a System Admin of an Enterprise plan, you can create custom content to help users of your plan get up to speed: 

  • A welcome screen that displays a message to users the first time they log in
  • A help screen to guide team members about how to use Smartsheet 
  • An upgrade screen to assist your users in the onboarding process.

Create a Custom Welcome Screen

The welcome screen will be displayed to all new users that you invite to the Enterprise through User Management the first time they log in to Smartsheet, and to existing users on their next login. You might use the welcome screen to display internal terms and conditions to your users, and require them to accept the terms before continuing.

NOTE: People must accept terms and conditions using Smartsheet in a computer browser, as opposed to the mobile application or mobile browser. They will then be able to use the mobile application as normal after accepting the terms and conditions from a computer browser.

  1. In the upper-right corner of Smartsheet, click Account > Account Admin > Account Settings.

    The Account Settings form appears.

    Enterprise Account Settings

    NOTE: this feature is only available to System Admins. If you are a System Admin and don't see an option for Account Settings in your Account Admin form, please contact our Support team for assistance.
     
  2. Click Edit underneath Custom Welcome Screen.

    The Custom Welcome Screen form appears.

  3. Select the Custom Content Enabled box to turn the setting on for users.
  4. Enter the secure (https://) URL where your custom content is located.

    NOTE: Unsecured (http://) links and links to internal files aren't supported. The link must be accessible from the web.
     
  5. Select the box to Require user to Click Accept if desired. When this is selected, your users will need to check a box indicating that they've read and understand the information in the welcome screen before they will be able to continue into Smartsheet.

    TIP: you can download the user list from the User Management screen to determine which users have accepted the terms.
     
  6. Click Reset to display the welcome screen to all users the next time they login, regardless of whether they have reviewed previous versions in the past.
  7. Click the Preview button to preview the way your welcome screen will appear.
  8. Click OK to save your changes.

Customize an Internal Help Screen

Your internal help screen will appear as an option in the drop-down list any time a user on your Enterprise account clicks Help in the upper, left corner of Smartsheet. You might use the help screen to instruct users which sheets are relevant to which teams, how to participate in a workflow, or who to contact for assistance.

  1. Click on Account in the upper left corner > Account Admin > Account Settings. The Account Settings form appears: NOTE: this feature is only available to System Admins. If you are a System Admin and don't see an option for Account Settings in your Account Admin form, please contact our Support team for assistance.
  2. Click on the Edit button underneath Custom Help Screen.

    The Custom Help Screen form appears.
     
  3. Select the Custom Resources Help link enabled box to turn the setting on for users.
  4. In the Help Link Text field, enter the name or brief description of your help screen. This text will appear in the drop-down list when your users click Help in the upper, left corner.
  5. Enter the URL where your help content is located. The link must be accessible from the web.
  6. Select whether to Launch in a new browser tab. When de-selected, the custom content will be displayed in an iFrame that pops up within the Smartsheet interface. When selected, a new browser tab will open and display the content.
    NOTE: Launch in a new browser tab must be selected when using an unsecured (http://) URL.
  7. Click the Preview button to preview the way your upgrade screen will appear.
  8. Click OK to save your changes.

Create a Custom Upgrade Screen

Your custom upgrade screen will appear any time an unlicensed user on your account takes an action only available to licensed users (for example, if they attempt to create a new sheet). When this occurs, Smartsheet will present the unlicensed user with the following message:

upgrade message

By default, clicking Ask for a License will display a window revealing the email address of your account's main contact so the user can reach out and request a license. You might customize the upgrade screen to display an internal page requesting/providing more information on how the user should proceed with their request, or a form that collects more information about the user's Smartsheet needs to help you determine whether or not to provision them a license.

  1. Click on Account in the upper left corner > Account Admin > Account Settings. The Account Settings form appears:

    NOTE: this feature is only available to System Admins. If you are a System Admin and don't see an option for Account Settings in your Account Admin form, please contact our Support team for assistance.
     
  2. Click on the Edit button underneath Custom Upgrade Screen.

    The Custom Upgrade Screen form appears.
     
  3. Select the Custom upgrade screen enabled box to turn the setting on for users.
  4. Enter the URL where your custom content is located. The link must be accessible from the web.
  5. Select whether to Launch in a new browser tab. When de-selected, the custom content will be displayed in an iFrame that pops up within the Smartsheet interface. When selected, a new browser tab will open and display the content.

    NOTE: Launch in a new browser tab must be selected when using an unsecured (http://) URL.
     
  6. Click the Preview button to preview the way your upgrade screen will appear.
  7. Click OK to save your changes.