Sharing is one of those skills that you learn before you even hit Kindergarten… and it never loses importance. Whether you’re splitting your turkey sandwich or adding a new collaborator to your project plan sheet, sharing follows you wherever you go – especially in Smartsheet. Earlier this summer, we enhanced our Contacts functionality, and this week, we’ve got some nifty organizational suggestions for SysAdmins of Team or Enterprise accounts about how to use updated contacts.
The Power of SysAdmins
Each Team and Enterprise account has (at least) one SysAdmin. As a SysAdmin, you are in charge of administering your Smartsheet Team account including purchasing new licenses (meaning adding more Sheet Creators), removing licenses or users, and bulk transferring sheets from one user’s account to another.
Building a Contact List for your Team
As a SysAdmin, you have access to the User Management tool where you can add licensed users – or collaborators – to your team’s Smartsheet account.
When you’re getting started with Smartsheet, a great first step is to add email addresses for each member of your team in the User Management tool, and their first and last names. With complete contacts added into User Management, they’re available for your team to use within Smartsheet.
Why creating this list is so helpful:
- It makes it easier to assign tasks, share sheets, and send rows and update requests.
- It speeds up collaboration - all the names and emails are just a click away.
- It helps avoids complications that may arise when contacts are added in a way that doesn’t follow the proper naming schema for your organization.
As an added benefit, you’ll make the Sheet Access Report a more powerful tool – you’ll be able to use the Sheet Access Report to see the activity of everyone you’ve added to User Management.
Getting Started
Let’s walk through the process of adding new users and some of the above mentioned benefits.
Start by opening up your Account settings, select Account Admin and open up the User Management tab:
Click Add Users to add new contacts to your team’s contact list.