Join an existing Smartsheet plan at your organization

Depending on how the System Admins at your organization have configured Smartsheet, you may be able to make this request right from Smartsheet.

To request a license

If a Smartsheet System Admin at your organization has enabled Account Discovery, you can:

• Respond to theJoin an AccountMessage—If you receive a message asking you to join an existing account, select the name of the account that you want to join and clickAsk to Join.
  
• Join via your account:Use theAccount Discoverytool. Or selectAccount(in the lower-left corner of the Smartsheet window). From the left pane, selectPlan Info,and clickJoin an Account. Fill out in the request and clickSend.

You'll receive an email message when System Admin is ready to add you to the account.

Information for System Admins

Account Discovery makes it easier for you to add people to your account and manage the users in your organization.

People at your organization who use Smartsheet as free collaborators, or who are trying it out, will have visibility into which Smartsheet accounts from your organization are available for them to join. They’ll easily be able to request a license from you, and you can approve with one click directly from your email.

To allow people at your organization to discover your account and request a license:

• You must be a System Admin with a paid license.
• The account must use a valid domain address that your organization owns—addresses that use common Internet Service Provider (ISP) domains such as @gmail.com don’t qualify.
  The domain the account uses is determined by the email address of the Main Contact. The domain for the account may change if theMain Contact changes.
• The domain must not haveUser Auto Provisioning enabled.

Upgrade a user and grant them a license

License requests come via email. SelectAdd to Accountin the email to go to the Account Administration form.

Activate or deactivate Account Discovery

Pro plan users cannot turn off account discovery.

1. SelectAccount> Plan & Billing Info > Account Settings.
2. ClickEditnext toAccount Discovery.Verify thatEnabledis checked and then selectSave.

Make sure your account name reflects the department or group name that owns it. For example, if you are a SysAmin for an account used by the Marketing department at MBF Corp, name the account MBF Marketing to distinguish it from the Accounting department at MBF Corp.

Learn how tochange the main contact or account name.