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Select your language EnglishDeutschEspañolFrançaisItalianoPortuguesePусский日本語



BREADCRUMB

 1. 
 2. Personal Account Management
 3. What to do when you receive an invitation to join a Smartsheet account


WHAT TO DO WHEN YOU RECEIVE AN INVITATION TO JOIN A SMARTSHEET ACCOUNT


IN THIS ARTICLE:


In this article:
 * Accept an invitation via email
 * After you join the account
 *  


WHAT TO DO WHEN YOU RECEIVE AN INVITATION TO JOIN A SMARTSHEET ACCOUNT


APPLIES TO

Smartsheet
 * Pro
 * Business
 * Enterprise





For more information about plan types and included capabilities, see the
Smartsheet Plans page.


THIS HELP ARTICLE APPEARS IN THE FOLLOWING LEARNING TRACKS


LEARNING TRACK

This Help Article appears in the Free Users learning track. Get the most out of
this learning track by starting at the beginning.

When a Smartsheet System Admin (SysAdmin) invites you to join a Business or
Enterprise plan, you'll get an email invitation to join the account. You might
also receive a prompt in the Smartsheet application.

NOTES:

 * If you're already using Smartsheet and you're not sure what plan or user type
   you currently have, see  Identify Your Smartsheet Plan and User Type.
 * If you want more information about which features are available to you based
   on your user type, see Account-Level User Types for Business and Enterprise
   Plans.


ACCEPT AN INVITATION VIA EMAIL

 1. Search for an email invitation from this email address: user@smartsheet.com.
     
 2. To accept or decline the invitation, select Continue.  

If you’re already logged in, you might see a notification asking you to join an
account. If you decline the invitation, your account and access to Smartsheet
will stay the same.

FOR USERS WITH A PAID SMARTSHEET SUBSCRIPTION

If you’re a paid user and you accept the invitation to join an account:

 * You won’t be billed for your previous account. Future payments will be
   handled by the account that sent the invitation.
 * Your account will be acquired by and merged into the account of the SysAdmin
   who sent the invitation.
   Read the Admin Center Overview article if you want to learn how SysAdmins
   manage users and invitations.


AFTER YOU JOIN THE ACCOUNT

Your account will be governed by the new SysAdmin. Sheets you create will
inherit any global account settings configured by the SysAdmin. This will impact
your ability to publish from Smartsheet or change custom branding elements.

The SysAdmin for the account you've joined will be able to:

 * Transfer ownership of your sheets to other users
 * Configure the security controls that you use to log in to Smartsheet; control
   who you can share and send information to, and who you can add to a group
   (based on the email address). 
   Only Enterprise SysAdmins can configure the security controls.

BUSINESS SYSTEM ADMINS

If you’re a SysAdmin on a Business plan (or a legacy plan such as Team), this is
how you and users on your account will be affected:

 * All active users on your account will move into the account owned by the
   SysAdmin who sent the invitation.
   The inviting account must have enough available user licenses to cover all
   licensed users who will be acquired.
 * To keep your own Licensed User, Resource Viewer, Group Admin and System Admin
   access, the user who sent the invitation must give you the same access.
 * All other Licensed Users, Resource Viewers, and Group Managers in the
   acquired account will retain their existing access levels.
 * SysAdmins in the acquired account will lose System Admin access. 
   A SysAdmin in the account you’re joining will need to regrant your System
   Admin access.
 * Groups and resource views set up in the acquired account will be retained.
 * Any global settings in the acquired account will be overwritten.


 


LEARNING TRACK

This Help Article appears in the Free Users learning track. Get the most out of
this learning track by starting at the beginning.


APPLIES TO

Smartsheet
 * Pro
 * Business
 * Enterprise





For more information about plan types and included capabilities, see the
Smartsheet Plans page.


RELATED CONTENT


HELP ARTICLE


IDENTIFY YOUR SMARTSHEET PLAN AND USER TYPE

What you can do in Smartsheet will depend on a few things: Your plan and user
type Whether or not you have a Smartsheet license Your ...


HELP ARTICLE


ACCOUNT-LEVEL USER TYPES

Your user type designates what you can and can't do with your Smartsheet
account....


CONSOLIDATE TWO ACCOUNTS

Merge accounts for simpler management.

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