Manage Users in a Multi-User Plan
A System Admin can manage the users associated with their account....
Set up Smartsheet and manage accounts for others.
System Admin
Account-Level User Types for Multi-User Plans
Your user type designates what you can and can't do with your Smartsheet account. Your user type is NOT related to the access you have in sheets....
Options for Canceling a Smartsheet Account
You can cancel your Smartsheet account at any time....
Configure Security Controls for an Enterprise Plan
System Admins on Enterprise plans have access to configure Security Controls to manage the way their users are working in Smartsheet....
Consolidate Two Smartsheet Accounts
To consolidate paid accounts, any System Admin can invite another System Admin with an existing paid subscription to join their plan....
Manage Global Account Settings
If you are a System Admin on a multi-user plan, you can use the Account Administration window to control certain features for all Smartsheet users in ...
Transfer a Paid Subscription
How you transfer a paid subscription (license) to another user will vary depending on your plan type....
Control Personal Profile Details for Others
If you are a System Admin, you can control the level of profile detail that’s shown to people in your organization versus what’s shown to people outsi...
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....
Change the Account Name or Designated Main Contact for Your Plan
The main contact and account name are used when you need to verify account ownership or manage account access with Smartsheet....
Create a Custom Welcome Message, Help Page, or Upgrade Screen (Enterprise Only)
If you are a System Admin of an Enterprise plan, you can create custom content to help users of your plan get up to speed:
A welcome screen that dis...
How to Remove Someone from an Account
A System Admin on a multi-user plan can remove anyone else from their account with the following steps:
Open the User Management form by clicking Ac...
View Login History
System Admins on multi-user accounts can use the Login History window on the Account Administration form to view which users listed in your account ha...
Manage Authentication Options for an Enterprise Plan (System Admin)
System Admins can manage how people in their account sign in to Smartsheet....
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...
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...
SAML Assertion: Supported Claims Examples in Smartsheet
Use this article as a reference for supported claims and SAML assertion examples....
Frequently Asked Questions When Setting Up SAML
As you set up SAML for your organization, you can use this as a resource if you have any configuration questions....
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: Replace/Renew an Expired IdP Certificate
When a security certificate is about to expire, your Smartsheet SAML configuration may become disabled....