You are using a browser that is not fully supported by Smartsheet. Group Admins are able to create and manage groups (for more on groups see: Create and Manage Smartsheet Contact Groups) based on contacts in their Smartsheet Contact List (see the Contact List article for more info). Smartsheet's intuitive online project management app is used broadly across organizations to track and manage diverse types of work for teams large and small, from enterprise companies to SMB's. For example, a license is required to do the following: * These activities require Owner- or Admin-level sharing permissions to the sheet. A Resource Viewer needs to have a user license under a Business or Enterprise account. You can add internal and external collaborators, although for any permission greater than Viewer, they must have a Smartsheet license. See Smartsheet for Salesforce for more information on the connector. If a report is deleted from a workspace it's recoverable for 30 days from the Admin and sheet owner's Deleted Items folder. Some features listed here are available only to licensed customers. Under the Standard plan, they offer an Individual plan priced at $14 per month billed annually, which allows you to connect Smartsheet to other apps, access free templates, capture data with forms, and automate workflows and repetitive tasks. A System Admin does NOT need to have a license. Type an optional message in the bottom-most field, and click Share Sheet. Mattias 08/17/18 edited 12/09/19 in Using Smartsheet. Anyone on the account can share and send information to the groups created by the Admin. Troubleshoot any workflows created by Jira Users by disabling them. Smartsheet for Jira Connector Users can create workflows with Smartsheet for Jira that synchronize information between the two applications. Smartsheet has the following user types: System Admin; Group Admin; Resource Viewer; Licensed User; Free User. User Management - Enterprise level. You must be a licensed user in Smartsheet and have a Jira account in order to use the Smartsheet for Jira Connector. A licensed user is a paid user who can create new items in Smartsheet including sheets, reports, and dashboards, and share them with others. Features Covered: One very interesting thing for me is the curiosity I get from people around me when they see me using Smartsheet. A Group Admin needs to also have a license. Check out Smartsheet for Jira for more information on the Connector. If a user has multiple roles assigned in Smartsheet, you MUST ensure that these role assignments are replicated in Azure AD to avoid a scenario where users could lose access to Smartsheet objects permanently. Your user type designates what you can and can't do with your Smartsheet account. System Admins are designated to manage users and adjust settings for everyone in the account. All Rights Reserved Smartsheet Inc. Resource Viewers can track tasks assigned to these users, and System Admins can manage their accounts as described above. Free users (Unlicensed Users and Free Collaborators) are important participants in collaborating on the work you manage in Smartsheet. Initially it was funded mostly by Frei. Potentially, these two types of CALs are priced differently and might have different use rights (check your licensing agreement). Value for money . Not sure which plan type you have? There are two user types in Smartsheet: A licensed user is a paid user who can create new items in Smartsheet including sheets, reports, and dashboards, and share them with others. Insert and customize all widget types including image, title, rich text, shortcuts, web content, report, metric, and chart; Total approximate course time with activities: 2 hours . Smartsheet Individual costs $14 per month for a single user paid annually, or $19 on a month-to-month basis. Interpret the 10,000ft Analytics page and create various types of reports designed to help you make more informed decisions. 08/17/18 Edited 12/09/19. In the Account Administration window, next to Plan, you’ll see your plan type listed. If you want more information about which features are available to you based on your user type, please see Account-Level User Types for Multi-User Plans. If a free user is shared to a sheet as an Admin, they won't be able to create and manage forms on the sheet or insert, rename, delete, hide/unhide, move or change the properties of columns. For a Business, Enterprise, or Premier plan (or for a legacy Team plan) you must be a System Admin. Q: What are the different user types in Smartsheet? Begin collaborating with others by sharing a Smartsheet item (sheet, report, or dashboard) or by confirming a sharing request from someone o... A System Admin can manage the users associated with their account.... Account-Level User Types for Multi-User Plans, Identify Your Smartsheet Plan and User Type, Create and Manage Smartsheet Contact Groups, Smartsheet for Jira Connector: Creating and Editing Synchronization Workflows, Smartsheet for Salesforce Connector: Admin Setup, Smartsheet for Salesforce Connector: Sync Smartsheet Data with Salesforce. Course Information Lessons are interactive meaning that when prompted, you need to click and type on the screen. The PDF documents are extra practice activities. Good afternoon, We've upgraded to Enterprise (still a bit of a work in progress) but I notice I no longer have access to the User Management area (I'm not a SysAdmin any longer). Welcome to Smartsheet Foundations In this course, you'll take on the role of a design team manager and build a request tracking solution in Smartsheet. Loann McGee 01/16/18 edited 12/09/19 in Using Smartsheet. For example, if we have a 30 member group for our IT PMO, the group will have a maximum of 1500 sheets to share among all 30 members. Please access Smartsheet using the latest version of Firefox, Chrome, IE or Safari. You must be a licensed user in Smartsheet and have a Salesforce account in order to use the Smartsheet for Salesforce Connector. Smartsheet Individual costs $14 per month for a single user paid annually, or $19 on a month-to-month basis. This restriction is somewhat mitigated by the sheet limit being shared among all licences in the group. Designate others in the Smartsheet account as Jira Users. Your plan for how you want to tackle that business need using Smartsheet. Smartsheet, an online work execution platform, empowers organizations to plan, track, automate, and report on work. A Smartsheet license. I have a very similar request. Free users (Unlicensed Users and Free Collaborators) are important participants in collaborating on the work you manage in Smartsheet. Details on this are available in the Managing Users in a Multi-User Plan help article. The features here are not available for single-user plan types. More than a platform for work, Smartsheet is a platform for change. Trello. Anyone with Admin-permissions to a workspace will have the ability to delete and re-name the reports it contains. Resource Viewers are able to track everyone in the account's allocation percentage across all sheets. If a free user is shared to a sheet as an Admin, they won't be able to create and manage forms on the sheet or insert, rename, delete, hide/unhide, move or change the properties of columns. A: Smartsheet has two user types, licensed users (paid users) and free users. Based on 11,324 user ratings. For a full list of permissions available to licensed users, see the Licensed User section above. 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