System Admins are designated to manage users and adjust settings for everyone in the account. For an Individual plan (formerly known as Basic) or for a legacy Advanced plan, you must be the licensed owner of the account. 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. See Identify Your Smartsheet Plan and User Type. Your plan for how you want to tackle that business need using Smartsheet. Course Information Lessons are interactive meaning that when prompted, you need to click and type on the screen. 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). Salesforce Connector Admins are designated by a Smartsheet System Admin to configure the Connector. Smartsheet plans and pricing, along with the features and functionality that fit each pricing tier. I do find the step up to the next license (Business minimum 3 licenses purchase) to be a frustrating step. For more information about which actions require a license, please see the User Types article. If you create an item, you are the Owner of that item. Check out. Unlicensed users are part of a Business or Enterprise account but aren't able to create or own sheets. Smartsheet Pricing & License Cost. The PDF documents are extra practice activities. Create and own sheets and templates (the number of sheets that you can create and will depend on your plan type), Create and edit update requests, automated actions, and workflows, Create sheet-level reminders, and row reminders for other users, Set up Smartsheet for Jira by connecting the Jira host with Smartsheet, assuming you are also an administrator in the Jira application. Smartsheet has the following user types: System Admin; Group Admin; Resource Viewer; Licensed User; Free User. Transform your work into dynamic work with a single, flexible platform that unifies collaboration, workflows, and content management, giving everyone the ability to … (Creating, owning, administering, or driving a process, program, or project in Smartsheet requires a paid license.). (More information on the Connectors can be found here.). You can enter multiple e-mail addresses separated by a comma or semicolon. 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. You must be a licensed user in Smartsheet and have a Jira account in order to use the Smartsheet for Jira Connector. Control Field/Data Types: ... You can add internal and external collaborators, although for any permission greater than Viewer, they must have a Smartsheet license. simple-smartsheet library is focused on the user experience in expense of feature coverage. As small background, I am working in the PMO of a transformation programme and we are introducing Smartsheet primarily for maintaining the work stream plans and the overall resource planning. Next to Permissions, select the permissions level for the collaborator(s). Free collaborators can be shared on any amount of sheets, but they can't create their own. If a report is deleted from a workspace it's recoverable for 30 days from the Admin and sheet owner's Deleted Items folder. Resource Viewers are able to track everyone in the account's allocation percentage across all sheets. You are using a browser that is not fully supported by Smartsheet. There are also user types specifically for the premium apps Smartsheet for Jira Connectors and Smartsheet for Salesforce Connector. Salesforce Connector Admins are designated by a Smartsheet System Admin to configure the Connector. When you share a sheet with someone, you can specify the sharing permission level with Viewer, Editor, or Admin level access to it. Not sure which plan type you have? For example, a license is required to do the following: * These activities require Owner- or Admin-level sharing permissions to the sheet. I do find the step up to the next license (Business minimum 3 licenses purchase) to be a frustrating step. 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. One very interesting thing for me is the curiosity I get from around... 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