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Writer's pictureTom Zylstra

Smartsheet Platform Insights Series: Part 1

Exploring Smartsheet Accounts


Welcome to the Smartsheet Platform Insights series! In this blog post, we’re diving into Smartsheet accounts—a foundational concept that applies to all Smartsheet customers, regardless of size or industry. Understanding how Smartsheet accounts work is essential for optimizing the platform and ensuring seamless collaboration across your organization.





What is a Smartsheet Account?


At its core, a Smartsheet account represents a customer organization within the platform. It spans all regions, plans, and user access, serving as the primary point of contact between Smartsheet and the customer. Whether you’re a small team or a multinational organization, every Smartsheet customer operates within a single account.


Key Terminology


- Customer = Organization = Account: These terms are interchangeable and refer to a single entity using Smartsheet.

- Regions: Unique geographical instances of Smartsheet, including the U.S., EU, and Smartsheet Gov (for U.S. federal government operations).

- Domains: Email domains assigned to Smartsheet accounts for user communication and management.


Operational Modes of Smartsheet Accounts


Smartsheet accounts operate in two distinct modes:


1. Decentralized Mode: This involves multiple plans (e.g., Free, Pro, Business, or Enterprise) within the same account. Users are distributed across these plans, allowing flexibility in managing different teams or departments.


2. Centralized Mode: In this mode, all users are unified under a single plan, typically an Enterprise plan. This setup simplifies management and enhances governance, making it ideal for larger organizations with complex needs.


The Role of Domains


Every Smartsheet account uses at least one email domain to assign addresses for user communication. While most accounts have a single domain, some may utilize multiple domains to manage diverse teams or geographies. Domains play a crucial role in streamlining user authentication and communication within the platform.


Insights on Smartsheet Accounts


Smartsheet accounts provide a holistic view of an organization’s usage, encompassing:


- Users, divisions, and departments

- Geographical locations

- Internet domains

- All regions and plans within Smartsheet


The account-level perspective ensures that organizations can manage their operations effectively, whether they are centralized or distributed across multiple plans and regions.


Choosing the Right Operational Mode


- Decentralized Mode: Suitable for organizations that need flexibility across various plans and regions.

- Centralized Mode: Best for organizations prioritizing streamlined management, robust governance, and unified operations.


Conclusion


Understanding Smartsheet accounts is critical for leveraging the platform to its fullest potential. Whether your organization operates in a single region or spans multiple geographies, Smartsheet accounts provide the structure and flexibility needed to align with your strategic goals.


Stay tuned for more insights in our Smartsheet Platform Insights series. If you’re ready to take your Smartsheet usage to the next level, complete the Platform Consulting Interest Form to connect with an expert today!



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