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> <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>, select <strong>Account </strong>&gt; <strong>Plan Info</strong>.</li> <li>Check these sections: <ul> <li><strong>Main Contact: </strong>Your SysAdmin’s name</li> <li><strong>Contact Email:</strong> Your SysAdmin’s email</li> </ul> </li> </ol> <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<strong> personal profile</strong> makes it easier for others to identify who you are as you collaborate in Smartsheet. You’ll see someone’s personal profile card when you hover over their name or email address in the following locations:</p> <ul> <li>Contact List columns</li> <li>The Sharing form</li> <li>Comments</li> <li>Card View</li> <li>Your Smartsheet Contacts</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>You can customize your personal profile to display as much or as little personal information as you want. You can also control who can see specific profile information based on whether that person is inside of or outside of your organization.</p> <h3><a id="p_photo"></a>Add or Change Your Photo and Other Details</h3> <p>In addition to your name and email, you can add the following to your personal profile: a photo, your job title, your department, company name, and work and mobile phone numbers.</p> <p>To add or update personal profile details:</p> <ol> <li>Click <strong>Account</strong> &gt; <strong>Personal Settings</strong> in the upper-right corner of the Smartsheet window.</li> <li>Select <strong>Profile</strong> from the left panel.</li> <li>Make the desired changes to your profile and click <strong>Save.</strong></li> </ol> <h3><a id="privacy"></a>Control How Others See Your Personal Profile Information</h3> <p>If you’re part of a Business or Enterprise plan, you can specify whether people inside of or outside of your organization can see your photo, profile information, or both. To customize profile visibility:</p> <ol> <li>Click <strong>Account</strong> &gt; <strong>Personal Settings</strong> in the upper-right corner of the Smartsheet window.</li> <li>Select <strong>Profile</strong> from the left panel.</li> <li>Next to <strong>Visibility, </strong>click<strong> Customize. </strong></li> <li>Under <strong>Inside: Your Organization </strong>and <strong>Outside: Your Organization,</strong> check or uncheck the <strong>Show Photo</strong> and <strong>Show Details </strong>check boxes.<br /> <br /> NOTE: If you’re unable to add check marks to the boxes, it’s likely that your System Admin has configured profile visibility at the organization level; if that’s the case, you won’t be able to change these visibility setting unless your System Admin changes this setting for your entire organization.<br /> <br /> For more information, see <a href="#admin">Control Personal Profile Details for Others</a> section of this article.</li> <li> <p>Click <strong>Save.</strong></p> </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.</p> <p>NOTES:</p> <ul> <li>Your System Admin will be able to view your profile information at all times regardless of personal settings.</li> <li>You can only make changes to your personal profile on the desktop browser application. If you're using the Smartsheet mobile apps (Android or iOS), please sign in to Smartsheet on a computer desktop browser to make changes to your personal profile.</li> </ul> </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 <strong>Personal Settings</strong> to view and manage the following:</p> <ul> <li>Your Personal Profile details</li> <li>Settings for Auto-save, Communication, Time Zone, and Language (this controls date and number formatting)</li> <li>Notification preferences—including whether you'd like to receive notifications on changes you've made to sheets)</li> <li>Settings for connected mobile devices, apps, and API information</li> </ul> <h3>View and Edit Your Personal Settings</h3> <p>Click <strong>Account (your profile icon)</strong> in the lower-left corner of the Smartsheet window and then select <strong>Personal Settings</strong>.</p> <hr /> <h3>Additional Information About the Options</h3> <h4>Profile</h4> <p>Customize your personal profile and manage how and what others see, manage the email address that you use with Smartsheet, and change your password from here.</p> <p>For more information, see <a href="/articles/2476561">Manage Personal Profiles in Smartsheet.</a></p> <h4>Change Password</h4> <p>Click<strong> Change Password </strong>to change your password. The <strong>Change Password </strong>form will ask you to enter your current password, your new password, confirmation of your new password, and then click Save.<br /> <br /> The next time you login to Smartsheet, make sure to use the new password.</p> <p>TIP: You can also reset your password from the Smartsheet login page.</p> <h4>Manage Email Addresses</h4> <p>Your account can have one primary email address, which is the email address used to log in, to track in Resource Management, and for email notifications. You can have multiple <em>alternate</em> email addresses, which can be used for sharing sheets, sending update requests, and adding to groups.<br /> <br /> For detailed steps about managing email addresses, see <a href="/articles/2392037">Change the Email Address Used with Your Smartsheet Account.</a></p> <h4>Settings</h4> <h5>Auto-save settings</h5> <ul> <li><strong>Auto-save after 3 minute of inactivity</strong>: Select this option to have Smartsheet automatically save any edits on an item that you have open as long as you haven't clicked or typed anywhere within the Smartsheet window for 3 minutes.</li> <li><strong>Auto-save my changes when I leave a sheet or report</strong>: Select this option to have Smartsheet automatically save any edits when you leave a sheet, report, or dashboard.<br /> <br /> NOTE: You can't undo saved actions.</li> </ul> <h5>Communication Preferences</h5> <ul> <li><strong>Show Smartsheet Bulletins: </strong>Select this to receive information in a banner at the top of Smartsheet. Get information about new features, upcoming training in your area, or other product-related news. (Note that you cannot opt out of displaying important messages such as scheduled downtime for maintenance.)</li> <li><strong>Show What's New Screens:</strong> Select this to get in-app notifications showing what is new in the application.</li> <li><strong>Send me Product Update News:</strong> Select this to 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>Time Zone</h5> <p>The selected time zone ensures that timestamps, scheduled emails, and other time-based actions reflect your time zone. Learn more about <a href="/articles/2482412-how-smartsheet-handles-time-zones">how Smartsheert handles times zones</a>.</p> <h5>Regional Preferences: Language and Time/Date Formatting</h5> <p>Smartsheet is currently available in English, French, German, Italian, Japanese, Portuguese, Russian and Spanish. Your <strong>Regional Preferences</strong> setting also determines your default Date Format (e.g., mm/dd/yy or dd/mm/yy) and default Number Format (comma or decimal).</p> <h4>Notifications</h4> <p>Configure how you receive information about notifications.</p> <h4>My Mobile Devices</h4> <p>You can connect a mobile device to your Smartsheet account by installing the <a href="/articles/807569">Smartsheet for iOS</a> or <a href="/articles/1256364">Smartsheet for Android</a> app and logging in to your account. </p> <p>To view and manage connected mobile devices, access your Smartsheet account via a desktop or laptop computer and click <strong>Account (your profile icon)</strong> &gt; <strong>Personal Settings</strong> &gt; <strong>Mobile Devices</strong>. </p> <p>To revoke access from a device, locate the device name in the <strong>My Mobile Devices</strong> form, and click <strong>revoke.</strong></p> <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 can click to generate an API access token, as well as review and revoke your existing access tokens. Learn more <a href="/articles/2482389-generate-API-key">here</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.</p> <p style="text-align: center;"><a class="green button" href="/contact/smartsheetapp?source=thirdemail" target="_blank">Contact Support Now</a></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