Ongoing Account Management

APPLIES TO

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

RELATED CAPABILITIES

Who can use this capability?

System Admins and Group Admins can log into the Admin Center.

Review best practices for removing users from your account, 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 and Group Admins can log into the Admin Center.

Admin Center home

The Admin Center homepage displays a summary of your plan and users: remaining licenses, pending tasks, and account settings. 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.

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Admin Center home page with Tasks, Plan Insights, Plan usage, Advance capability reports, Settings, 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. 

Select the menu icon at the bottom left to navigate to User Management, Group Management, License Requests, or Plan and Billing Info.

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The Account menu includes User Management, Group Management, License Requests, Plan and Billing Info, and more.

For information about User Management:

For information about Group Management:

License Requests page

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.