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Set up and manage accounts for others or personalize your own.
Your User Type designates what you can and can't do with your Smartsheet account....
System Requirements and Guidlines for Using Smartsheet
Smartsheet is a 100% Software as a Service (SaaS) online application compatible with browsers running on PC, Mac, and Linux operating systems....
Smartsheet makes significant investments in security and backup procedures to ensure your data is safe, available, and confidential to you and those t...
Manage Personal Profiles in Smartsheet
A personal profile makes it easier for others to identify who you are as you collaborate in Smartsheet....
Accepting an Invitation to Join a Team, Business, or Enterprise Account
When a Smartsheet SysAdmin invites you to join a multi-user plan (Team, Business, or Enterprise), you'll you receive an email invitation to join the a...
Sign In and Sign Out of Smartsheet
The best way to sign in to Smartsheet is to visit: https://app.smartsheet.com To log out of Smartsheet, click Account in the upper-right corner of th...
Change the Email Address Used with Your Smartsheet Account
Each Smartsheet account is associated with one primary email address that's used to: Verify your identity when you log in Send you notifications an...
Adjusting Personal Settings
You can use Personal Settings to view and manage the following: Your Personal Profile details Settings for Auto-save, Communication, Time Zone, and...
SAML and SSO for Smartsheet - Overview (Enterprise Only)
With Security Assertion Markup Language (SAML) and Single Sign-On (SSO), you can extend your organization’s security preferences to an Enterprise-leve...
Changing and Resetting your Password
If you log in to Smartsheet using a password that doesn't match what's set up on your account, you'll see the following error message: Invalid email a...
SAML Frequently Asked Questions and Common Errors
Here are some answers to common questions people may have when setting up, maintaining, or logging in to Smartsheet with a SAML-based Single Sign-On (...
SAML Assertion: Supported Claims Examples in Smartsheet
Use this article as a reference for supported claims and SAML assertion examples....
How to Request to be Removed from a Smartsheet Account
If you're included on a Team, Business, or Enterprise plan, and if you'd like to be removed from the account, you can request the SysAdmin to remove y...
Replace an Expired IdP Certificate for SAML
When a security certificate is about to expire, this can cause your Smartsheet SAML configuration to become disabled....
Global Account Settings
As a System Admin of a Team, Business, or Enterprise plan, you can control features for all Smartsheet users in your organization at a global level....
Manage Users in a Team, Business, or Enterprise Plan
Anyone with System Admin permissions on a multi-user plan (Team, Business, or Enterprise) has permissions to manage the users associated with their ac...
Viewing Login History
SysAdmins can use the Login History tab on the Account Administration form to view which users listed in your account have logged in recently....
Options for Canceling a Smartsheet Account
You can cancel your Smartsheet account at any time....
Change the Account Name or Designated Main Contact for Your Plan
The main contact of a multi-user plan (Team, Business, or Enterprise) is typically the SysAdmin who purchased the subscription....
Transferring a Paid Subscription
How you transfer a paid subscription (license) to another user will vary depending on your plan type....
Manage and Use Smartsheet Contact Groups
Group Management enables a Group Admin to organize contacts into groups so that anyone using a multi-user Smartsheet plan can quickly share and send i...
Automatically Add Users to an Enterprise Account with User Auto Provisioning
User Auto Provisioning automates the process of adding users to an Enterprise account in Smartsheet....
Create a Custom Welcome Message, Help Page, or Upgrade Screen (Enterprise Only)
If you are a SysAdmin of an Enterprise plan, you can create custom content to help users of your plan get up to speed: A welcome screen that display...
Manage Your Authentication Options
To maintain security in your account, System Admin are able to manage how other people in your account can sign in to Smartsheet....
Set Up SAML 2 for Single Sign-on to Smartsheet
If your organization uses the Security Assertion Markup Language (SAML) standard for login authentication, you can configure Smartsheet for signing in...
Security Controls (Enterprise Only)
SysAdmins on Enterprise plans have access to configure Security Controls to manage the way their users are working in Smartsheet....
Join an Existing Smartsheet Plan at Your Organization
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....
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