Ongoing Account Management

Who can use this?

Plans:

  • Pro
  • Business
  • Enterprise
  • Smartsheet Advance Package

Permissions:

  • System Admins
  • Group Admins

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

Review best practices for removing users from your plan, consolidating multiple plans, connecting to the Smartsheet API, and staying up to date with product releases and support updates.

Admin Center overview

Who can use this?

Plans:

  • Pro
  • Business
  • Enterprise
  • Smartsheet Advance Package

Permissions:

  • System Admins
  • Group Admins

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. f you're unsure about your model type, learn how to determine the model your plan is on.

Admin Center home

The Admin Center homepage displays a summary of your plan and users. It gives you access to plan insights and user account information, including permission-based user types and Admin-access types. You can also download a detailed user-type report that will show you a full list of your users. 

 

Admin Center homepage: User Subscription Model

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Admin Center Home page for User Subscription Model plans

A filled bubble indicates a setting is active. Settings are plan-dependent; an upgrade icon  Brandfolder Image Upgrade icon in Admin Center means you must upgrade to access that setting. Warning icons  Brandfolder Image  indicate a setting that requires attention; hover over the warning to learn more.

 

Go to Admin Center and select the Menu icon in the upper-left corner of the screen to navigate to:

  • User Roles and Reports
  • Group Management
  • User Types and True-Up
  • Governance Controls 
  • Plan Insights
  • Domain Management
  • Settings
  • Plan and Billing Info

Admin Center homepage: Legacy Collaborator Model

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Admin Center home page with Tasks, User accounts, Plan Insights, and more.

A filled bubble indicates a setting is active. Settings are plan-dependent; an upgrade icon  Brandfolder Image Upgrade icon in Admin Center means you must upgrade to access that setting. Warning icons  Brandfolder Image  indicate a setting that requires attention; hover over the warning to learn more. 

 

Go to Admin Center and select the Menu icon in the upper-left corner of the screen to navigate to:

  • User Management
  • Group Management
  • License Requests
  • Governance Controls
  • Plan Insights
  • Domain Management
  • Settings
  • Plan and Billing Info

 

For information about User Management:

For information about Group Management:


License Requests page

The License Requests page and Account Discovery are only for plans on the Legacy Collaborator Model.

The license request page displays all free users on your plan who have requested a license. This list displays the requester's name, email address, the age of their request, and a message from the requester if they’ve included one.

You can use the actions on the right to decline or grant license requests.

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License Requests page showing a request and links to decline or grant license.

If you activate Account Discovery, you'll also see requests from Viewers or Team Members on your domain who want to join your plan.