Ongoing Account Management

APPLIES TO

  • Smartsheet
  • Pro
  • Business
  • Enterprise
  • Smartsheet Advance Package

RELATED CAPABILITIES

Who can use this capability?

  • System Admins
  • Group Admins

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

APPLIES TO

  • Smartsheet
  • Pro
  • Business
  • Enterprise
  • Smartsheet Advance Package

RELATED CAPABILITIES

Who can use this capability?

  • System Admins
  • Group Admins

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 download a detailed user type report.

See the information below that matches your plan’s model. Check if there’s a Manage true-up page in Admin Center. If there is, your plan uses the User Subscription Model. See the User Subscription Model System Admin overview article for more information.


Admin Center homepage: User Subscription Model

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Admin Center home screen

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

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

  • User Management
  • Manage True-Up
  • Group Management
  • 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  means you must upgrade to access that setting. Warning icons indicate a setting that requires attention; hover over the warning to learn more. 

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

  • User Management
  • License Requests
  • Group Management
  • 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 activated Account Discovery, you will also see requests from Viewers or Team Members on your domain who want to join your plan.