Account Management

Backing Up Your Data

Smartsheet operates 100% in the cloud - the sheets you create are stored on our servers....

Adjusting Personal Settings

You can easily view and manage your Profile (email address, password, name, date format, language, etc), configure Settings (auto-save options, attach...

Managing Groups

Group Management enables Group Admins to organize their contacts into groups for purposes of quickly sharing and sending information to multiple peopl...

Global Account Settings

As a SysAdmin of a Team, Business, or Enterprise plan, you can control features for all Smartsheet users in your organization at a global level....

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....

User Types

Smartsheet has the following user types: SysAdmin Group Admin Resource Viewer Licensed User Non-licensed User Free Collaborator Your User Type...

Trial Email Confirmation

If you did not receive an email to confirm your trial, follow these steps: Check your spam or junk mail folder....

Changing & 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 emai...

Referral Rewards

Referral rewards allow you to receive up to $500 (paid out via PayPal) when someone you refer to Smartsheet purchases a subscription....

State Sales Tax FAQ

Smartsheet is required to collect sales tax from customers located in the states of Washington, Texas, Massachusetts, or New York (USA)....

Smartsheet Security

Smartsheet makes significant investments in security and backup procedures to ensure your data is safe, available, and confidential to you and those t...