Personal Account Management https://help.smartsheet.com/ en Identify your Smartsheet plan and user type https://help.smartsheet.com/articles/2476781-identify-smartsheet-plan-user-type <span class="field field--name-title field--type-string field--label-hidden">Identify your Smartsheet plan and user type</span> <div class="clearfix text-formatted field field--name-body field--type-text-with-summary field--label-hidden field__item"><p>What you can do in Smartsheet will depend on a few things:</p> <ul> <li>Your <strong>plan</strong> and <strong>user type </strong></li> <li>Whether or not you have a Smartsheet <strong>license</strong></li> <li>Your sharing permissions on the Smartsheet items you’re working with</li> </ul> <p>Use the steps in this article to identify your plan type and determine whether you have a Smartsheet license.</p> <hr /> <h3>Identify your Smartsheet plan type</h3> <ol> <li>In the lower-left area of the <strong>Navigation Bar</strong>, select <strong>Account </strong>&gt; <strong>Plan Info</strong> or <strong>Plan &amp; Billing Info</strong>. </li> <li>In the <strong>Account Administration </strong>dialog, check the <strong>Plan </strong>section.</li> </ol> <p><img alt="Highlighted Plan type" data-entity-type="file" data-entity-uuid="87ee1555-3bea-4e46-99fa-11b0b0b2a0c5" src="/sites/default/files/inline-images/Screen%20Shot%202022-10-24%20at%2012.55.03%20PM_0.png" width="2390" height="1374" loading="lazy" /></p> <h4>Smartsheet plans</h4> <p>There are three plan types; you can learn the differences between them in the <a href="https://help.smartsheet.com/articles/520100-user-types#toc-licensed-user">Account-Level User Types for Business and Enterprise Plan</a> article.</p> <p>For complete details about Smartsheet plan types and offerings, refer to the Smartsheet <a href="https://www.smartsheet.com/pricing">Pricing</a> page.</p> <h4><a name="license" id="license"></a>Identify your organization’s SysAdmin</h4> <p>If you have a Business or an Enterprise plan, your organization’s account can have one or more SysAdmins.</p> <p>To find your organization’s SysAdmin: </p> <ol> <li>In the <strong>Navigation Bar </strong>in the lower left hand corner, select <strong>Account </strong>&gt; <strong>Plan &amp; Billing Info &gt; </strong><strong>Account Details</strong>.</li> <li>Check these sections: <ul> <li><strong>Main Contact: </strong>Your SysAdmin’s name</li> </ul> </li> </ol> <p><img alt="Showing where to look" data-entity-type="file" data-entity-uuid="e476cd08-f30b-4eec-a9fe-07ef5be76574" src="/sites/default/files/inline-images/Screen%20Shot%202022-10-24%20at%201.29.46%20PM.png" width="2380" height="814" loading="lazy" /></p> <h3>Identify whether you have a license</h3> <p>You can tell whether you have a license by looking at your plan type.</p> <h4>A Free plan type is unlicensed</h4> <p>If your plan type is listed as <strong>Free</strong>, you don’t have a Smartsheet license. <br /> <span class="note">The value in the Sheets Owned section will always be <strong>0 </strong>for a Free plan type, because you must have a license to create or own sheets.</span></p> <p>If you have a Free plan, these are the most common scenarios for how you have a Smartsheet account:</p> <p>The most common scenarios for having a plan type of Free are these:</p> <ul> <li>Someone shared a sheet or other Smartsheet item to you, and you’re not currently licensed on any other Smartsheet plan</li> <li>A SysAdmin invited you to join a Business or Enterprise plan but didn’t grant you a license to the plan </li> <li><a href="https://help.smartsheet.com/articles/506604">You switched from a paid plan to a Free plan</a> </li> <li>You started a free <a href="https://help.smartsheet.com/articles/529590">30-day trial</a>, and that trial expired</li> </ul> <h4>Trial Account </h4> <p>If you’re using a trial of Smartsheet: </p> <ul> <li>Your plan type will be listed as <strong>Trial </strong></li> <li>You’ll see the <strong>Upgrade Options</strong> button at the top of the Account Administration dialog</li> <li>You’ll have all of the options available to a licensed user for the entire trial</li> </ul> <h4>Licenses and SysAdmins</h4> <p>Every account must have at least one SysAdmin, but it’s possible for the SysAdmin to be <strong>unlicensed</strong>.</p> <p><span class="tip">It’s a best practice to have at least two people who have System Admin access to an account. For example, you might want someone in your IT department to have access.</span></p> <h4>If you’re a SysAdmin, you can verify who has a license on your plan</h4> <ol> <li>In the lower-left area of the <strong>Navigation Bar</strong>, select <strong>Account </strong>&gt; <strong>Plan &amp; Billing Info</strong> &gt; <strong>User Management</strong>.</li> <li>Check the Licensed User column. If a user has a check symbol in that column, it means they’re a licensed user.</li> </ol> <p><img alt="Account Admin System Admin No License" data-entity-type="file" data-entity-uuid="df17aad3-8163-4d11-8160-27aeecf98600" src="/sites/default/files/inline-images/Licensed%20User.png" width="450" height="219" loading="lazy" />  </p> <h4>Determine if you're a SysAdmin</h4> <p>If you’re a SysAdmin on your account, when you select Plan &amp; Billing Info (or access the <a href="https://app.smartsheet.com/b/home?lx=Wrh7X6iF3aIzpU3WZfxNdg">Account Administration</a> link), you’ll see a number of options other plan users won’t see. </p> <p>Along with your account details, you’ll have access to these pages and options:</p> <ul> <li>Admin Center page </li> <li>User Management page </li> <li>License Request Management </li> <li>Login History </li> <li>Account Settings</li> </ul> <p> </p> </div> <span class="field field--name-uid field--type-entity-reference field--label-hidden"><span lang="" about="/user/426" typeof="schema:Person" property="schema:name" datatype="" content="gwyneth.casazza@smartsheet.com">gwyneth.casazz…</span></span> <span class="field field--name-created field--type-created field--label-hidden">Mon, 06/18/2018 - 14:10</span> Mon, 18 Jun 2018 21:10:08 +0000 gwyneth.casazza@smartsheet.com 2476781 at https://help.smartsheet.com What to do when you receive an invitation to join a Smartsheet account https://help.smartsheet.com/articles/1922206-joining-a-team-business-enterprise-account <span class="field field--name-title field--type-string field--label-hidden">What to do when you receive an invitation to join a Smartsheet account</span> <div class="clearfix text-formatted field field--name-body field--type-text-with-summary field--label-hidden field__item"><p>When a Smartsheet System Admin (SysAdmin) invites you to join a Business or Enterprise plan, you'll get an email invitation to join the account. You might also receive a prompt in the Smartsheet application. </p> <p>NOTES:</p> <ul> <li>If you're already using Smartsheet and you're not sure what plan or user type you currently have, see  <a href="/articles/2476781">Identify Your Smartsheet Plan and User Type</a>.</li> <li>If you want more information about which features are available to you based on your user type, see <a href="/articles/520100">Account-Level User Types for Business and Enterprise Plans.</a></li> </ul> <h3>Accept an invitation via email</h3> <ol> <li>Search for an email invitation from this email address: <em>user@smartsheet.com</em>.  </li> <li>To accept or decline the invitation, select <strong>Continue</strong>.  </li> </ol> <p><span class="note">If you’re already logged in, you might see a notification asking you to join an account. If you decline the invitation, your account and access to Smartsheet will stay the same.</span></p> <h4>For users with a paid Smartsheet subscription</h4> <p>If you’re a paid user and you accept the invitation to join an account: </p> <ul> <li>You won’t be billed for your previous account. Future payments will be handled by the account that sent the invitation.</li> <li>Your account will be acquired by and merged into the account of the SysAdmin who sent the invitation.<br /> <span class="note">Read the <a href="https://help.smartsheet.com/articles/795920-manage-users-multi-user-plan">Admin Center Overview</a> article if you want to learn how SysAdmins manage users and invitations.</span></li> </ul> <h3>After you join the account</h3> <p>Your account will be governed by the new SysAdmin. Sheets you create will inherit any global account settings configured by the SysAdmin. This will impact your ability to publish from Smartsheet or change custom branding elements.</p> <p>The SysAdmin for the account you've joined will be able to:</p> <ul> <li aria-level="1" style="list-style-type:disc"><a href="https://help.smartsheet.com/articles/795920-manage-users-multi-user-plan#toc-other-actions-to-manage-user-accounts">Transfer ownership of your sheets to other users</a></li> <li aria-level="1">Configure the security controls that you use to log in to Smartsheet; control who you can share and send information to, and who you can add to a group (based on the email address). <br /> <span class="note">Only Enterprise SysAdmins can <a href="https://help.smartsheet.com/articles/855284-security-controls-enterprise-only">configure the security controls</a>.</span></li> </ul> <h4>Business System Admins</h4> <p>If you’re a SysAdmin on a Business plan (or a legacy plan such as Team), this is how you and users on your account will be affected:</p> <ul> <li>All active users on your account will move into the account owned by the SysAdmin who sent the invitation.<br /> <span class="important">The inviting account must have enough available user licenses to cover all licensed users who will be acquired.</span></li> <li>To keep your own Licensed User, Resource Viewer, Group Admin and System Admin access, the user who sent the invitation must give you the same access.</li> <li>All other Licensed Users, Resource Viewers, and Group Managers in the acquired account will retain their existing access levels.</li> <li>SysAdmins in the acquired account will lose System Admin access. <br /> <span class="note">A SysAdmin in the account you’re joining will need to regrant your System Admin access.</span></li> <li aria-level="1" style="list-style-type:disc">Groups and resource views set up in the acquired account will be retained.</li> <li aria-level="1">Any global settings in the acquired account will be overwritten.</li> </ul> <h3> </h3> </div> <span class="field field--name-uid field--type-entity-reference field--label-hidden"><span lang="" about="/user/1" typeof="schema:Person" property="schema:name" datatype="">admin</span></span> <span class="field field--name-created field--type-created field--label-hidden">Fri, 03/20/2015 - 17:28</span> Sat, 21 Mar 2015 00:28:05 +0000 admin 1922206 at https://help.smartsheet.com Change the Email Addresses Used with Your Smartsheet Account https://help.smartsheet.com/articles/2392037-change-the-email-address-used-with-your-smartsheet-account <span class="field field--name-title field--type-string field--label-hidden">Change the Email Addresses Used with Your Smartsheet Account</span> <div class="clearfix text-formatted field field--name-body field--type-text-with-summary field--label-hidden field__item"><p>Each Smartsheet account is associated with one primary email address used to:</p> <ul> <li>Verify your identity when you log in</li> <li>Send you notifications and reminders</li> <li>Track your activity in resource management</li> </ul> <p><br /> You can associate additional email addresses with an account. When you do this, sheets shared to you at those additional addresses will be available from your account. </p> <h4>To see a  list of all of the email addresses associated with your account: </h4> <ul> <li>Click <strong>Account &gt; Personal Settings &gt; Profile</strong>, and then click the <strong>Manage Email Addresses</strong> link.</li> </ul> <p><span class="important">Once an email address is used with a Smartsheet account, that email address cannot be used as the primary or associated email address with any other Smartsheet account.</span></p> <h3>Associate an additional email address with your account</h3> <ol> <li>Click <strong>Account &gt; Personal Settings &gt; Profile.</strong></li> <li>Click <strong>Manage Email Addresses</strong> .</li> <li>From <strong>Manage Email Addresses,</strong> type the email address you want to associate with the account and then click <strong>Add email address.</strong></li> </ol> <p>You’ll see a “Please check your email inbox…” message, and a confirmation request will go to the email address you’ve added.</p> <h4>To finalize adding the additional email address:</h4> <ol> <li>Open email for the newly added account.</li> <li>Locate the “Smartsheet Account Change Request” email message, and click the Confirm Email activation link .</li> </ol> <p><span class="note">If you attempt to add an email address that’s already in use in another Smartsheet account—including a canceled or closed account—you’ll receive an error message. </span></p> <p><span class="note">Learn more about  <a href="/articles/2482297">how to free up the email address</a>.</span></p> <h3><span class="note">Designate a different email address as the primary</span></h3> <ol> <li>Click <strong>Account &gt; Personal Settings &gt; Profile.</strong></li> <li>Click <strong>Manage Email Addresses.</strong></li> <li>Next to the address that you want to become the primary, click <strong>Make primary.</strong><br /> <br /> <img alt="Manage Email Addresses" data-entity-type="file" data-entity-uuid="cf2bd89f-d20e-43e2-9d77-1b4a65d0781d" src="/sites/default/files/inline-images/ManageEmailAddressesV2_1.png" width="499" height="327" loading="lazy" /></li> </ol> <p><span class="note">If you're using Google authentication with your new email address, you'll need to reset your password before you can log in to your account.</span></p> <p> </p> </div> <span class="field field--name-uid field--type-entity-reference field--label-hidden"><span lang="" about="/user/1" typeof="schema:Person" property="schema:name" datatype="">admin</span></span> <span class="field field--name-created field--type-created field--label-hidden">Fri, 04/08/2016 - 09:41</span> Fri, 08 Apr 2016 16:41:52 +0000 admin 2392037 at https://help.smartsheet.com Manage Your Personal Profile https://help.smartsheet.com/articles/2476561-manage-personal-profiles-smartsheet <span class="field field--name-title field--type-string field--label-hidden">Manage Your Personal Profile</span> <div class="clearfix text-formatted field field--name-body field--type-text-with-summary field--label-hidden field__item"><p>A personal profile makes it easier for others to identify who you are as you collaborate in Smartsheet. </p> <h4>To see someone’s personal profile card</h4> <p>Hover your pointer over their name or email address in the following locations:</p> <ul> <li>Contact List columns in the sheet</li> <li>The Sharing form</li> <li>Card View</li> <li>Your Smartsheet Contacts list</li> </ul> <p><img alt="Personal Profile Card" data-entity-type="file" data-entity-uuid="1f0cac59-bc99-42df-87d3-1bdbc7b35ae3" src="/sites/default/files/inline-images/image_detail.png" width="286" height="146" loading="lazy" /></p> <ul> </ul> <p>Read on to learn how to customize your personal profile, and control how others see your profile information.</p> <h3><a id="p_photo"></a>Add or change your photo and other details</h3> <p>Aside from your name and email, you can add or edit these details to your personal profile:</p> <ul> <li aria-level="1">Profile photo</li> <li aria-level="1">Job title</li> <li aria-level="1">Department</li> <li aria-level="1">Company name</li> <li aria-level="1">Work and mobile phone numbers</li> </ul> <h4 style="line-height:1.38; margin-top:19px; margin-bottom:5px">To add or update personal profile details</h4> <ol> <li aria-level="1">On the left <strong>Navigation Bar</strong>, select <strong>Account</strong>. </li> <li aria-level="1">Choose <strong>Personal Settings</strong>.</li> <li aria-level="1">In the <strong>Personal Settings</strong> dialog, select <strong>Profile</strong>.</li> <li aria-level="1">Make the desired changes to your profile. </li> <li aria-level="1">Select <strong>Save</strong>.</li> </ol> <h3><a id="privacy"></a>Control how others see your personal profile information</h3> <p>If you're a Business Plan or an Enterprise Plan subscriber, you can set up the privacy of your profile information. You can control whether people from inside or outside your organization can see your photo, profile information, or both.</p> <h4>To customize your profile visibility</h4> <p><span class="note">You can only make changes to your personal profile on the web app. If you're using the Smartsheet mobile app (Android or iOS), sign in to Smartsheet on a desktop browser.</span></p> <ol> <li>On the left <strong>Navigation Bar</strong>, select <strong>Account</strong>.</li> <li>Choose <strong>Personal Settings</strong>. </li> <li>In the <strong>Personal Settings</strong> dialog, select <strong>Profile</strong>. </li> <li>In the <strong>Visibility </strong>section, select <strong>Customize</strong>. <ul> <li>The <strong>Profile Visibility</strong> dialog will appear. In this dialog, you’ll see two sections:<strong> Inside: [Your organization]</strong>, and <strong>Outside:</strong> <strong>[Your organization]</strong>.</li> </ul> </li> <li>In either <strong>Inside: [Your organization]</strong> or <strong>Outside: [Your organization]</strong>, select or clear these options: <ul> <li><strong>Show Photo </strong></li> <li><strong>Show Details</strong><br /> <span class="note">Can't select the options? It's likely your System Admin (SysAdmin) has limited or changed profile visibility at the organization level. If that's the case, you won't be able to change these visibility settings. </span></li> </ul> </li> <li>Select <strong>Save</strong>.</li> </ol> <p>When others see your personal profile card, they’ll see only the level of detail (photo, details, or both) that you specify. Note, however, that your SysAdmin will be able to view your profile information, regardless of your personal settings.</p> </div> <span class="field field--name-uid field--type-entity-reference field--label-hidden"><span lang="" about="/user/226" typeof="schema:Person" property="schema:name" datatype="">Shaine Greenwood</span></span> <span class="field field--name-created field--type-created field--label-hidden">Thu, 08/03/2017 - 09:10</span> Thu, 03 Aug 2017 16:10:32 +0000 Shaine Greenwood 2476561 at https://help.smartsheet.com Adjust your personal account settings https://help.smartsheet.com/articles/796268-adjusting-personal-settings <span class="field field--name-title field--type-string field--label-hidden">Adjust your personal account settings</span> <div class="clearfix text-formatted field field--name-body field--type-text-with-summary field--label-hidden field__item"><p>You can use the <strong>Personal Settings</strong> dialog to view and manage the following:</p> <ul> <li aria-level="1">Your personal profile details</li> <li aria-level="1">Settings for auto-save, communication, time zone, and language</li> <li aria-level="1">Notification preferences</li> <li aria-level="1">Settings for connected mobile devices, apps, and API information</li> </ul> <h3>View and edit your personal settings</h3> <ol> <li>On the <strong>Navigation Bar</strong>, select <strong>Account</strong>. </li> <li>Select <strong>Personal Settings</strong>.</li> <li>In the <strong>Personal Settings</strong> dialog, select any of these tabs to adjust your personal settings: <ul> <li><strong>Profile</strong></li> <li><strong>Settings</strong></li> <li><strong>Notifications</strong></li> <li><strong>My Mobile Devices</strong></li> <li><strong>Apps</strong></li> <li><strong>API Access</strong></li> </ul> </li> </ol> <p>Read on to learn more about how you can use each tab. </p> <hr /> <h3>Using the Personal Settings options</h3> <h4>Profile</h4> <p>Go to the <strong>Profile </strong>tab to do the following:</p> <ul> <li>Edit the information you want people to see in your profile</li> <li><a href="https://help.smartsheet.com/articles/2476561-manage-personal-profiles-smartsheet#toc-control-how-others-see-your-personal-profile-information">Customize the visibility settings of your profile</a></li> <li>Manage the email address you use with Smartsheet</li> <li>Change your password</li> </ul> <p><strong>To change your password</strong></p> <ol> <li>Select <strong>Change Password</strong>. </li> <li>In the <strong>Change Password</strong> dialog, enter the following: <ul> <li>Your current password</li> <li>Your new password</li> <li>Confirmation of your new password</li> </ul> </li> <li>Select <strong>Save</strong>.</li> </ol> <p>The next time you sign in to Smartsheet, use the new password.</p> <p><span class="tip">You can also reset your password from the Smartsheet login page.</span></p> <p><a href="https://help.smartsheet.com/articles/2476561">Learn more about managing your personal profiles</a>.</p> <h4>Manage email addresses</h4> <p>Your account can have one primary email address. That primary email address is what you'll use when you sign in to Smartsheet or to Resource Management. It’s also where you’ll receive email notifications. </p> <p>You can also have multiple alternate email addresses, which you can use for sharing sheets, sending update requests, and adding to groups.<br /> <br /> <a href="https://help.smartsheet.com/articles/2392037">Learn more about managing email addresses</a>.</p> <h4>Settings</h4> <p>Go to the <strong>Settings </strong>tab to modify the following:</p> <ul> <li>Auto-save settings </li> <li>Communication preferences</li> <li>Time zone</li> <li>Regional preferences</li> </ul> <h5 style="line-height:1.38; margin-top:16px; margin-bottom:5px">Edit your auto-save settings</h5> <p>Select either of these options or both:</p> <ul> <li aria-level="1"><strong>Auto-save after [x] minute of inactivity:</strong> Select this option to have Smartsheet automatically save any edits on an item you have open. You can also set when the app will auto-save your edits. For example, you set it to auto-save after 1 minute of inactivity. The app will auto-save edits as long as you haven't clicked or typed anywhere within the Smartsheet app for 1 minute.</li> <li aria-level="1"><strong>Auto-save my changes when I leave a sheet, report, or dashboard:</strong> Select this option to have Smartsheet automatically save any edits when you leave a sheet, report, or dashboard.</li> </ul> <p><span class="note">You can't undo saved actions.</span></p> <h5>Identify your communication preferences </h5> <ul> <li><strong>Show Smartsheet Bulletins and Home User Education:</strong> When you select this option, a banner will appear at the top of Smartsheet. It will display information about new features, upcoming training in your area, or other product-related news. <br /> <span class="note">You can’t opt out of displaying important messages such as scheduled downtime for maintenance.</span></li> <li><strong>Show What's New Screens:</strong> Get in-app notifications showing what is new in the application.</li> <li><strong>Show Suggested Actions:</strong> Allow Smartsheet to recommend an action you can do in the sheet. </li> <li><strong>Send me Product Update News:</strong> Receive email notification when new features are released to Smartsheet, and to receive periodic tips and information during a 30-day trial.</li> </ul> <h5>Adjusting your time zone</h5> <p>The selected time zone ensures that timestamps, scheduled emails, and other time-based actions reflect your time zone. </p> <p><a href="https://help.smartsheet.com/articles/2482412-how-smartsheet-handles-time-zones">Learn more about how Smartsheert handles time zones</a>.</p> <h5>Choose your regional preferences</h5> <p>In the <strong>Regional Preferences</strong> section, select your region and preferred language. The option you select in this section determines your default date and number formats (comma or decimal). </p> <p style="line-height:1.38">Smartsheet is currently available in the following languages:</p> <ul> <li aria-level="1">English</li> <li aria-level="1">French</li> <li aria-level="1">German</li> <li aria-level="1">Italian</li> <li aria-level="1">Japanese</li> <li aria-level="1">Portuguese</li> <li aria-level="1">Russian</li> <li aria-level="1">Spanish</li> </ul> <h4>Notifications</h4> <p><a href="https://help.smartsheet.com/articles/2476551-configure-how-smartsheet-notifies-you">Configure how you receive information about notifications</a>.</p> <h4>My Mobile Devices</h4> <p>To connect a mobile device to your Smartsheet account, install the <a href="https://help.smartsheet.com/articles/807569">Smartsheet for iOS</a> or <a href="https://help.smartsheet.com/articles/1256364">Smartsheet for Android</a> app. Then sign in to your Smartsheet account. </p> <p>After connecting a mobile device to your Smartsheet account, you’ll see it listed in this tab. </p> <p>If you want to revoke access from a device, follow these steps:</p> <ol> <li aria-level="1">Locate the device name in this tab.</li> <li aria-level="1">Select <strong>revoke</strong>.</li> </ol> <h4>Apps</h4> <p>Explore our <a href="https://www.smartsheet.com/apps">app gallery</a> to learn how you can connect Smartsheet with your favorite apps. Existing connections will be listed here.</p> <h4>API Access</h4> <p>Licensed users on Business and Enterprise plans use this tab to:</p> <ul> <li aria-level="1">Generate an API access token, and</li> <li aria-level="1">Review and revoke existing access tokens.</li> </ul> <p><a href="https://help.smartsheet.com/articles/2482389-generate-API-key">Learn more about generating an API key</a>.</p> </div> <span class="field field--name-uid field--type-entity-reference field--label-hidden"><span lang="" about="/user/1" typeof="schema:Person" property="schema:name" datatype="">admin</span></span> <span class="field field--name-created field--type-created field--label-hidden">Thu, 10/18/2012 - 16:02</span> Thu, 18 Oct 2012 23:02:53 +0000 admin 796268 at https://help.smartsheet.com Join an Existing Smartsheet Plan at Your Organization https://help.smartsheet.com/articles/2476516-join-existing-smartsheet-plan <span class="field field--name-title field--type-string field--label-hidden">Join an Existing Smartsheet Plan at Your Organization</span> <div class="clearfix text-formatted field field--name-body field--type-text-with-summary field--label-hidden field__item"><p>You’ve tried Smartsheet, you like it, and you’re ready to get a license so that you can take advantage of all of the features Smartsheet has to offer. What’s the easiest way to do this? One quick way to get a license for Smartsheet is to request one for an account that already exists at your organization. You’ll do this by contacting the System Admin for the account directly.</p> <p>Depending on how the System Admins at your organization have configured Smartsheet, you may be able to make this request right from the Smartsheet application.</p> <p>NOTE: If you are the System Admin, you have full control over whether this feature is available for the Smartsheet accounts you manage. For more information, see <a href="#admin">Information for System Admins</a> later in this article.</p> <h3><a id="user"></a>Request to Join an Existing Account</h3> <p>If a Smartsheet System Admin at your organization has enabled Account Discovery, you’ll be able to add yourself to an existing account using either of the following methods:</p> <ul> <li><strong>Respond to the "Join an Account" Message</strong>—If you receive a message that asks you whether you’d like to join an existing account, select the name of the account that you want to join and click <strong>Ask to Join.</strong><br />  </li> <li><strong>Join via the Plan &amp; Billing Info in Your Own Smartsheet Instance</strong>—<a href="https://app.smartsheet.com/b/home?lx=pRR5Tvj6_QPSscqEUqWz4Q">Click here</a> to open and use <strong>Account Discovery </strong>tool. Or, browse from Smartsheet. Start by selecting <strong>Account</strong> (in the lower-left corner of the Smartsheet window). From the left pane, select <strong>Plan &amp; Billing Info,</strong> and click <strong>Join an Account</strong>.</li> </ul> <p>Fill out the information in the request and click <strong>Send. </strong></p> <p>That’s it! You’ve done your part, your System Admin will do the rest. You’ll know you’ve been successful when you receive an email message stating that the System Admin would like to add you to the account.</p> <h3><a id="admin"></a>Information for System Admins</h3> <p>Account Discovery makes it much easier for you to add people to your account and manage the users in your organization.</p> <p>People at your organization who use Smartsheet as free collaborators, or who are trying it out, will have visibility into which Smartsheet accounts from your organization are available for them to join. They’ll easily be able to request a license from you, and you can approve with one click directly from your email.</p> <p>In order to allow people at your organization to discover your account and request a license to it, you and your account must meet the following criteria:</p> <ul> <li>You must be a System Admin with a paid license to the account.</li> <li>The account must use a valid domain address that your organization owns—addresses that use common Internet Service Provider (ISP) domains such as @gmail.com don’t qualify.<br /> NOTE: The domain that the account uses is determined by the email address of the Main Contact. As such, the domain for the account may change if the Main Contact is changed. For more information, see <a href="/articles/888766">Change the Account Name or Designated Main Contact for Your Plan</a>.</li> <li>The domain used with any plan you manage must not have User Auto Provisioning enabled. For more information, see <a href="/articles/2072731">Automatically Add Users to an Enterprise Account with User Auto Provisioning</a>.</li> </ul> <h4>Upgrade a User and Grant Them a License</h4> <p>With the Account Discovery feature enabled, you’ll likely start seeing requests from people at your organization asking to be added to your Smartsheet account. You’ll receive requests via email with text similar to the following: <em>Please add me as a licensed user in the account name account. </em></p> <p>Note that three email messages will be sent: one is sent immediately, one is sent after 48 hours, and one is sent 10 days after the request.</p> <p>When you receive a message of this type, click <strong>Add to Account</strong> to go to the Account Administration form—from there, you’ll be able to grant a license to them and configure their account.</p> <h4>Enable or Disable Account Discovery</h4> <p><span class="note">Pro plan users can not turn off account discovery. </span></p> <ol> <li>Select <strong>Account</strong> (in the lower-left corner of the Smartsheet window) <strong>&gt; Plan &amp; Billing Info &gt; Account Settings</strong>.</li> <li>Click <strong>Edit</strong> next to <strong>Account Discovery.</strong> Verify that <strong>Enabled</strong> is checked and click <strong>Save</strong> (uncheck the box to disable this feature).</li> </ol> <p><span class="tip">If you enable this feature, make sure that your account name clearly reflects the department or group name that owns it. For example, if you are a Smartsheet SysAmin for an account used by the Marketing department at MBF Corp., an account name of MBF Marketing will help others in your organization better distinguish it from, say, the Accounting department at MBF Corp.</span></p> <p>For information about how to update your Smartsheet account name, see <a href="/articles/888766">Changing the Main Contact &amp; Account Name</a>.</p> <h4>Troubleshooting Admin Issues with Account Discovery</h4> <p>If you receive requests from people who you believe should not be requesting access to your account, please <a href="https://app.smartsheet.com/b/response?type=11">contact our Support team</a>.</p> </div> <span class="field field--name-uid field--type-entity-reference field--label-hidden"><span lang="" about="/user/426" typeof="schema:Person" property="schema:name" datatype="" content="gwyneth.casazza@smartsheet.com">gwyneth.casazz…</span></span> <span class="field field--name-created field--type-created field--label-hidden">Mon, 06/26/2017 - 12:38</span> Mon, 26 Jun 2017 19:38:54 +0000 gwyneth.casazza@smartsheet.com 2476516 at https://help.smartsheet.com Error "Address Can't Be Added": Unable to Add Additional Email Address to Account https://help.smartsheet.com/articles/2482297-error-email-associated-with-another-smartsheet-account <span class="field field--name-title field--type-string field--label-hidden">Error &quot;Address Can&#039;t Be Added&quot;: Unable to Add Additional Email Address to Account</span> <div class="clearfix text-formatted field field--name-body field--type-text-with-summary field--label-hidden field__item"><p>You'll get an error message if you attempt to add an email address that's already in use by a Smartsheet account.</p> <blockquote> <p>&lt;Email address&gt; is already associated with another Smartsheet account, so it cannot be added to this account.</p> </blockquote> <p>Each Smartsheet account is associated with one primary email address. When an email address is associated with one account, it cannot be used with another account.</p> <p>You can associate additional email addresses with an account to facilitate sharing. For more information, see <a href="https://help.smartsheet.com/articles/2392037">Change the Email Address Used with Your Smartsheet Account.</a></p> <p>If you receive the "already associated…" error described here, you can free up the email address.<br />  </p> <blockquote> <ul> <li aria-level="1">If you’re on a Business plan you can manage email addresses via the API. Learn more <a href="https://smartsheet-platform.github.io/api-docs/#alternate-email-addresses">here</a>. </li> <li aria-level="1">If you're already on an Enterprise plan, learn how to manage your accounts through the Admin Center <a href="https://help.smartsheet.com/articles/2481942-admin-center-combine-accounts-with-user-merge">here</a>.</li> <li aria-level="1">Upgrade your plan to Enterprise to manage bulk email domain changes, user merges, and other related tasks.  Learn about upgrade options <a href="https://help.smartsheet.com/articles/2481972-upgrade-add-licenses">here</a>.   </li> </ul> </blockquote> <h3>To free up an email address:  </h3> <p>This process will take a few minutes. Before you get started, you’ll need access to an email address that isn't in use with any Smartsheet account.</p> <h4>Part 1: Add a third email address to the account from which you want merge sheets</h4> <ol> <li aria-level="1">Log in to Smartsheet using the email address that you were attempting to associate with an account when you received the "...can't add" error message.</li> <li aria-level="1">Click <strong>Account </strong>&gt; <strong>Personal Settings</strong> &gt; <strong>Profile </strong>and click the <strong>Manage Email Addresses </strong>link.</li> <li aria-level="1">From <strong>Manage Email Addresses</strong>, click <strong>Add Email Address</strong>, and add the third email address—the one that's not currently used anywhere in Smartsheet.<br /> You’ll receive a “Please check your email inbox…” message.</li> </ol> <h4>Part 2: Make the third email address the primary for the account</h4> <p>Now, make the new email address the primary and remove the address that you want to merge with the other account.</p> <ol> <li aria-level="1">Open the email message with the subject “Smartsheet Account Change Request.”</li> <li aria-level="1">In the message, click the<strong> Confirm Email</strong> button to accept the invitation to join that email alias to the Smartsheet account.<br /> You’ll receive a message that reads “Confirmed! The alternate email address &lt;address&gt; has been added to your account.”</li> <li aria-level="1">Click the <strong>Launch Smartsheet </strong>button to return to your account.</li> <li aria-level="1">In Smartsheet, click <strong>Account </strong>&gt; <strong>Personal Settings </strong>&gt; <strong>Profile </strong>and click the<strong> Manage Email Addresses </strong>link.</li> <li aria-level="1">From <strong>Manage Email Addresses</strong>, click <strong>Add Email Address</strong>, and click<strong> Make Primary</strong> to make the third address the primary address associated with the account.<br /> <img alt="Manage Email Addresses" src="https://lh5.googleusercontent.com/HVUCdFpOSTRfF-T7NmS4GtIoub4iMPtJmZnAp3lYJqGUB7MJyBMYjWzpdvEpac3ML-uXv9C5waq3wC6YFM3w3bcVWcXBJcgW4spSyNuKvh5Aj_bDm6b_0jlod81nXDiN_BKroHAb=s0" /></li> <li aria-level="1">Log out of Smartsheet.</li> </ol> <h4>Part 3: Free up the email address that you want to use in the other account</h4> <p>Now that you've changed the primary address, you can remove the email address you'd like to use in the other account (the account that you were using when you received the "can't add..." error message).</p> <ol> <li aria-level="1">Log back into Smartsheet, using the third email address as your login.</li> <li aria-level="1">Click <strong>Account </strong>&gt; <strong>Personal Settings</strong> &gt; <strong>Profile </strong>and click <strong>Manage Email Addresses</strong>.</li> <li aria-level="1">Remove the email address you'd like to use in the other account. (Click the X to the right of the email address.)</li> <li aria-level="1">Log out and then log back into the account that you want to use the email address in (the account that you were using when you received the  "can't add..." error).</li> <li aria-level="1">Add the desired email address (Click <strong>Account </strong>&gt; <strong>Personal Settings </strong>&gt; <strong>Profile </strong>and click<strong> Manage Email Addresses</strong>.)​​</li> </ol> <p>Congratulations, that was a lot of steps. If all went well, here’s what you should see:</p> <ul> <li aria-level="1">The desired email address is listed in the Manage Email Addresses box of the desired account.</li> <li aria-level="1">All items shared to the email address that you added are available from the new (target) account.</li> </ul> <p>If you want to transfer ownership of items in the old account so that they’re owned by the email address that you added, see these articles:</p> <ul> <li aria-level="1"><a href="https://help.smartsheet.com/articles/520103">Change Ownership of a Sheet, Report, or Dashboard</a></li> <li aria-level="1"><a href="https://help.smartsheet.com/articles/506692">Transfer Ownership of a Workspace</a></li> </ul> <p>If you still need help, contact our Support team from the link at the bottom of the page.</p> <p> </p> </div> <span class="field field--name-uid field--type-entity-reference field--label-hidden"><span lang="" about="/user/426" typeof="schema:Person" property="schema:name" datatype="" content="gwyneth.casazza@smartsheet.com">gwyneth.casazz…</span></span> <span class="field field--name-created field--type-created field--label-hidden">Tue, 03/16/2021 - 13:42</span> Tue, 16 Mar 2021 20:42:24 +0000 gwyneth.casazza@smartsheet.com 2482297 at https://help.smartsheet.com Troubleshooting: How Smartsheet handles time zones https://help.smartsheet.com/articles/2482412-how-smartsheet-handles-time-zones <span class="field field--name-title field--type-string field--label-hidden">Troubleshooting: How Smartsheet handles time zones</span> <div class="clearfix text-formatted field field--name-body field--type-text-with-summary field--label-hidden field__item"><p>When you set up your Smartsheet account, you can change your time zone in <strong>Account </strong>&gt; <strong>Personal Settings</strong> &gt; <strong>Settings</strong>&gt; <strong>Time Zone</strong>. </p> <p>But if your account is set up via sharing -- someone shares an object with you and you respond to an email asking you to create an account -- the time zone is set to the time zone from whence the request originated. If you’re not in the same time zone as the person who initiated the sharing request, you can reset the time zone in <strong>Personal Settings</strong>. Learn how in <a href="/articles/796268-adjusting-personal-settings">this article</a>. </p> <h3>Time zones and sheets</h3> <p>Smartsheet may change the time zone of a shared sheet if someone from a different time zone makes changes to that sheet. Sheets adopt the time zone of the last person to access that sheet; simply viewing the sheet is enough to change the time zone. </p> <h3>Time zones and system columns</h3> <p>System Columns always use UTC in the back-end while the display value matches the time zone of the last person to access the sheet. This means that although the display value is in the sheet-viewers time zone, formulas and API calls using System Column data may be returned based on the UTC time zone.</p> <h3>Pacific Time overrides</h3> <p>When changes are made to a sheet via automation, cell links, or cross sheet formulas, the whole sheet is converted to Pacific Time. Automations services are hosted by service users with a Pacific Time setting. This means that TODAY() formulas and display system column display values may get updated if you are in a different time zone.</p> <p> </p> </div> <span class="field field--name-uid field--type-entity-reference field--label-hidden"><span lang="" about="/user/120248" typeof="schema:Person" property="schema:name" datatype="">Pam Mandel</span></span> <span class="field field--name-created field--type-created field--label-hidden">Mon, 06/28/2021 - 10:35</span> Mon, 28 Jun 2021 17:35:53 +0000 Pam Mandel 2482412 at https://help.smartsheet.com