More than a platform for work, Smartsheet is a platform for change. We recommend using Google Chrome for the best experience in these lessons and in Smartsheet. Learn more about Managing Users in a Multi-User Plan. As a Salesforce Connector Admin, you can: Smartsheet for Salesforce Connector Users can create workflows with the Salesforce Connector that synchronize information between the two applications. 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. You created a requirements list that will guide the development of your solution and you also received a Smartsheet license so let's start creating your solution. 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. The number of licensed users available to your account will vary by account type: Capabilities that involve creating, owning, administering, or driving a process, program, or project in Smartsheet require a paid license. Troubleshoot any workflows created by Jira Users by disabling them. NOTE: Your user type is NOT related to the access you have in sheets. I do find the step up to the next license (Business minimum 3 licenses purchase) to be a frustrating step. (*Users create sheets and decide who and how others can collaborate on them. Capabilities that involve creating, owning, administering, or driving a process, program, or project in Sm… 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. Smartsheet offers the following pricing plans: Starting from: USD 14.00/month. From: Federal Procurement Data System (Federal) View Official Site. Designate others in the Smartsheet account as Jira Users. These features are only available to the sheet owner and licensed users with Admin sharing permissions. A Business or Enterprise account can have multiple licensed users. Learn about Smartsheet sharing permissions. As a Salesforce Connector Admin, you can: Smartsheet for Salesforce Connector Users can create workflows with the Salesforce Connector that synchronize information between the two applications. Please email UT’s Smartsheet representatives Mike Kinsella (Enterprise Account Executive) or Sean MacKelvie (Strategic Sales Representative) with the following information in order to make a tax-exempt Smartsheet purchase: Type and quantity of license plan(s) you wish to purchase (see chart at the bottom of this page) Tax exemption paperwork System Admins are designated to manage users and adjust settings for everyone in the account. I do find the step up to the next license (Business minimum 3 licenses purchase) to be a frustrating step. The low threshold of knowledge to get into it and the "mimic" of spreadsheet (excel) view behind it makes it so much more attractive than MS Project for example. 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. Smartsheet for Jira Connector Users can create workflows with Smartsheet for Jira that synchronize information between the two applications. Not sure whether you have a license? Free users can view, edit, and update sheets and reports within the platform. 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. 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. For more information about sharing permission levels, see Sharing Permission Levels. 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. The sharing permission level on a sheet isn't related to your account user type. We are looking at taking 5 licenses initially and it would really help help to know the main differences between the Team and Business license. See Identify Your Smartsheet Plan and User Type. You are using a browser that is not fully supported by Smartsheet. Smartsheet, an online work execution platform, empowers organizations to plan, track, automate, and report on work. 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. One very interesting thing for me is the curiosity I get from people around me when they see me using Smartsheet. Brandfolder Free your team from content sprawl with Brandfolder, an intuitive digital asset management platform. More than a platform for work, Smartsheet is a platform for change. You created a requirements list that will guide the development of your solution and you also received a Smartsheet license so let's start creating your solution. The features here are not available for single-user plan types. 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 the sharing access level they were assigned. 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 the sharing access level they were assigned. Your sharing permission level (Viewer, Editor, or Admin) designates what you can and can't do within a sheet and may vary from sheet to sheet. The User CAL gives a user the right to access the server and the Device CAL is for devices. Course Information Lessons are interactive meaning that when prompted, you need to click and type on the screen. Value for money . Check out. A multi-user plan can have a number of licensed users (the number of licenses available will depend on the plan) and one or more System Admins. As we’ve heard time and time again, System Admins feel more confident in granting a license if you can really make the business case for using Smartsheet as your work execution platform. Interpret the 10,000ft Analytics page and create various types of reports designed to help you make more informed decisions. Resource Viewers can track tasks assigned to these users, and System Admins can manage their accounts as described above. Lessons are interactive meaning that when prompted, you need to click and type on the screen. Your sharing permission level (Viewer, Editor, or Admin) designates what you can and can't do within a sheet and may vary from sheet to sheet. To learn more about user types and permissions in Smartsheet, go to User Types and Permissions. Frustrating split of functions vs cost of license types. Smartsheet has two classes of plan type: Single-user plan: The single-user plan is called Individual. For an Individual plan (formerly known as Basic) or for a legacy Advanced plan, you must be the licensed owner of the account. Based on 1,064 user ratings. Course Information Lessons are interactive meaning that when prompted, you need to click and type on the screen. Mattias 08/17/18 edited 12/09/19 in Using Smartsheet. Plans start at $14.00/mo. Typically, each user and each device needs one CAL. Designate others in the Smartsheet account as Salesforce Connector Users. Frustrating split of functions vs cost of license types. User type and permission level both impact how you can interact with Smartsheet. Welcome to the Smartsheet Forum Archives The posts in this forum are no longer monitored for accuracy and their content may no longer be current. Save Share. Set up Smartsheet for Salesforce by connecting your Salesforce host with Smartsheet (you must also be an administrator in Salesforce). The … Coronavirus, also known as COVID-19, is a growing concern of organizations around the world. Any System Admin can assign licenses from the User Managementform. Not sure which plan type you have? Smartsheet Pricing & License Cost. Upgrade or change your plan, change your payment information, and view receipts and history. If you are looking for information about sharing permission levels for sharing a dashboard, please see Sharing a Smartsheet Dashboard. Designate others in the Smartsheet account as Jira Users. Pricing model: Subscription. Step 1: Click Accept in the Message 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. Next to Permissions, select the permissions level for the collaborator(s). If you are participating in a 30-day free trial you are also considered a licensed user. If you need to create and format new sheets, you need a Smartsheet license. To learn more about the difference between user types and permission levels, review our help article on User Types. A Smartsheet license. (More information on this feature is available in the Resource Views help article.). Smartsheet Total Cost Rating: (2/10) When comparing Smartsheet to their competitors, on a scale between 1 to 10 Smartsheet is rated 2, which is much lower than the average Project Management software cost.Smartsheet are offering few flexible plans to their customers, the basic cost of license starting from $14 per user/month, read the article below in order to calculate the total cost … You must be a licensed user in Smartsheet and have a Jira account in order to use the Smartsheet for Jira Connector. Loann McGee 01/16/18 edited 12/09/19 in Using Smartsheet. Learn more about Managing Users in a Multi-User Plan. All Rights Reserved Smartsheet Inc. (Creating, owning, administering, or driving a process, program, or project in Smartsheet requires a paid license.). Interpret the 10,000ft Analytics page and create various types of reports designed to help you make more informed decisions. Free Trial: Available. Your user type designates what you can and can't do with your Smartsheet account. Check out Smartsheet for Jira for more information on the Connector. 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). For a full list of permissions available to licensed users, see the Licensed User section above. 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. Gain the foundational knowledge to understand how the Smartsheet platform is used to manage your business processes. What you need to create in Smartsheet to address a specific business need. Free collaborators can be shared on any amount of sheets, but they can't create their own. Smartsheet is sharing its own approach to operational communication during this time Automated Workflows Learn how to set up a workflow and leave the class with automation you can use to save time right away $99. 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 the sharing access level they were assigned. 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