Applies to
- Business
- Enterprise
Account level user types
Your user type designates what you can and can't do with your Smartsheet account.
Your user type isNOTrelated to the access you have in sheets. Yoursharing permission level(Viewer, Editor, or Admin) designates what you can and can't do within a sheet and may vary from sheet to sheet. For more information about sharing permission levels, seeSharing Permission Levels.
The features here are not available for Pro plans. Not sure which plan type you have? SeeIdentify Your Smartsheet Plan and User Type.
System Admin
System Admins are designated to manage users and adjust settings for everyone in the account.
Details on this are available in theAdmin Center: Manage Security & Controls
andAdmin Center: Add, edit, or delete usershelp articles.
A System Admin does NOT need to have a license.
Group Admin
Group Admins can create and manage groups (for more on groups see:Manage and use Smartsheet contact groups) based on contacts in their Smartsheet Contact List (see theContact Listarticle for more info). Anyone on the account can share and send information to the groups created by the Admin.
A Group Admin needs to also have a license.
Resource Viewer
Legacy Resource Management (RM) is no longer available fornewusers. If you already use Legacy RM, your data will not change and you can continue to access your resource views.
Resource Management by Smartsheet is available to all new customers; learn morehere.
Resource Viewers in Legacy Resource Management can track everyone in the account's allocation percentage across all sheets. A Resource Viewer needs to have a user license under a Business or Enterprise account. (More information on this feature is available in theResource Viewshelp article.)
While a license is required to become a Resource Viewer, everyone on the account (both licensed and unlicensed users) can be tracked as a resource by the Resource Viewer.
Licensed User
The number of licensed users available to your account will vary by account type. For more information about plan type user minimums and maximums, take a look at ourPricingpage.
- Any System Admin can assign licenses inUser Management.
- If you are participating in a 30-day trial you are also considered a licensed user.
Capabilities that involve creating, owning, administering, or driving a process, program, or project in Smartsheet require a paid license. For example, a license is required to do the following:
- Create and own sheets and templates (the number of sheets that you can create and will depend on your plan type)
- Create, own, and manage reports
- Create workspaces
- Publish sheets, reports, and dashboards. (Trial users cannot publish items.)
- Insert and delete columns*
- Change column properties*
- Hide/unhide columns*
- Create and modify forms*
- Lock columns and rows*
- Create and edit update requests, automated actions, and workflows
- Create sheet-level reminders, and row reminders for other users
- Request backups of sheets
- ObtainResource ViewerorGroup Adminaccess on a Enterprise or Business account
- View Activity Log
- Create, delete and edit shared filters
- Create conditional formatting rules
- Send rows
- Edit project settings
- Upload Proofs and request feedback
* These activities require Owner- or Admin-level sharing permissions to the sheet.
Free User
Free users (Unlicensed UsersandFree Collaborators) are important participants in collaborating on the work you manage in Smartsheet. Free users can view, edit, and update sheets and reports within the platform and can be shared to unlimited sheets. Creating, owning, administering, or driving a process, program, or project in Smartsheet requires a paid license.
To learn more about free users, seeFeatures for free users.
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. These features are only available to the sheet owner and licensed users with Admin sharing permissions.
For a full list of permissions available to licensed users, see theLicensed Usersection above.
Unlicensed User
Unlicensed users are part of a Business or Enterprise account but aren't able to create or own sheets. An unlicensed user doesn't count against the user limit of the account.
未经授权的用户在一个职业、商业或企业plan can request a license from the Upgrade button at the top of the screen. While they're waiting for their license to be approved, they will automatically be enrolled in a trial plan for 30 days and can create sheets or own sheets during the time they're on the trial. Learn more about trial plans and what happens when an admin does not approve a license request.
Resource Viewerscan track tasks assigned to these users, and System Admins can manage their accounts as described above. Unlicensed users can access shared sheets as Viewers (read-only), Editors (edit cell data), or Admins (manage the sheet), and can even re-share them depending on thesharing access levelthey were assigned.
To add an unlicensed user to a Business or Enterprise account, uncheck theLicensed Userbox when sending the invitation. Learn more in theAdmin Center: Add, edit, or delete usershelp article.
Free Collaborator
Free collaborators can be shared on any amount of sheets, but they can't create their own. They can access shared sheets as Viewers (read-only), Editors (edit cell data), or Admins (manage the sheet), and can even re-share them depending on thesharing access levelthey were assigned.
Connector-Specific User Types
如果您的组织已经购买的内容Jira or Smartsheet for Salesforce Connectors, any System Admin can control who can access the respective Connector.
These user types are only available to people that have purchased the Salesforce or Jira Connector. (More information on the Connectors can be foundhere.)
Smartsheet for Jira User Types
Smartsheet System Admins can control what level of access someone has to the Smartsheet for Jira Connector, if any. Check outSmartsheet for Jirafor more information on the Connector.
You must be a licensed user in Smartsheet and have a Jira account in order to use the Smartsheet for Jira Connector.
Jira Connector Admin
Jira Connector Admins are designated by a Smartsheet System Admin to install and configure Smartsheet for Jira.
A Jira Connector Admin can:
- Set up Smartsheet for Jira by connecting the Jira host with Smartsheet, assuming you are also an administrator in the Jira application. Check out theSmartsheet for Jira Connectorarticle for more information.
- Designate others in the Smartsheet account as Jira Users.
- Troubleshoot any workflows created by Jira Users by disabling them.
Jira Connector User
Smartsheet for Jira Connector Users can create workflows with Smartsheet for Jira that synchronize information between the two applications.
SeeSmartsheet for Jira Connector: Creating and Editing Synchronization Workflowsfor more information on creating workflows with this Connector.
Smartsheet for Salesforce User Types
Smartsheet System Admins can control what level of access someone has to the Smartsheet for Salesforce Connector, if any. SeeSmartsheet for Salesforcefor more information on the connector.
You must be a licensed user in Smartsheet and have a Salesforce account in order to use the Smartsheet for Salesforce Connector.
Salesforce Connector Admin
Salesforce Connector Admins are designated by a Smartsheet System Admin to configure the Connector.
As a Salesforce Connector Admin, you can:
- Salesforce通过连接的设置内容your Salesforce host with Smartsheet (you must also be an administrator in Salesforce). Check outSmartsheet for Salesforce Connector: Admin Setupfor more information.
- Designate others in the Smartsheet account as Salesforce Connector Users.
- Troubleshoot any workflows created by Salesforce Connector Users by disabling them.
Salesforce Connector User
Smartsheet for Salesforce Connector Users can create workflows with the Salesforce Connector that synchronize information between the two applications.
SeeSmartsheet for Salesforce Connector: Sync Smartsheet Data with Salesforcefor more information on creating workflows with this Connector.