Mastering Smartsheet USM
smartsheet@rollpointllc.com ©2025 Roll Point, LLC. All rights reserved v2.1
Mastering USM details the Smartsheet next generation licensing model. The guide covers all unique USM functions, documenting both the requirements and results of each function. USM is a dynamic methodology whereby multiple dimensions determine the status of every user.
The goal of Mastering USM is a dynamically updated comprehensive reference for achieving optimal management of the Smartsheet service
Research incorporates detailed examination of every aspect of model design and operation; confirmation of published instructions and is updated soon after each Smartsheet USM modification. In short "Operational Certainty"
Getting Started
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Mastering USM - Usage Instructions:
Mastering USM
Table of Contents
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USM Summary - Upgrades & Downgrades
USM - Create New User Features
USM Architecture - Smartsheet Group Features
USM - Member Training Features
Mastering USM - Analysis Design
Mastering USM
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USM Overview
Mastering USM
USM Dashboard - Metrics, Reports, Change Log, Resources
Mastering USM Insight
Available within Mastering USM Header throughout Guide
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Mastering USM
USM Core Functions
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Transition to USM
Existing Smartsheet Plan is converted or “transitioned” to User Subscription Model
Add Users
USM Users are added to a Smartsheet Plan by three different methods
Upgrade Users
USM Users are upgraded by eight different methods
Remove Users
USM Users are removed by three different methods
Downgrade Users
Three USM Seat Type Downgrades are supported
Mastering USM
LCM & USM Comparisons
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USM Diverges from LCM in several administrative and functional areas
Seat Types
Function
Licensing
Plan Membership
Default Plan (Controls Security Login, Location of User Created Assets)
* Centralized Operation Limited to 1 Internal Plan Membership
Mastering USM
Legacy Collaborator Model (LCM) & User Subscription Model (USM)
Comparison: Smartsheet Licensing Models
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| Legacy Collaborator Model (LCM) | User Subscription Model (USM) |
Licensing Process | Trial User - End of Trial Auto Reversion to Non-Licensed User, Upgrade to Licensed User requires SysAdmin Approval | Provisional Member - Asset Creation*, Design & Collaboration, Auto Downgrade to Viewer*** Upgrade to Member requires SysAdmin Approval Viewer & Guest - Users Upgraded to Provisional Members via Authorized Asset User (AAU) Actions, Auto Downgrade to Viewer or Guest*** Upgrade to Member requires SysAdmin Approval |
Internal User: Licensed | Licensed User - Asset Creation, Design & Collaboration (+ Connected User) | Internal Member - Asset Creation*, Design & Collaboration |
Internal User: Non-Licensed | Non-Licensed User - Collaboration (Edit, Comment, View) (+ Connected User, +WorkApps Collaborator Licensing) | Internal Viewer - Asset Collaboration (View) |
External User: Licensed | N/A | External Member - Asset Creation* & Collaboration (Admin, Edit, Comment, View) |
External User: Non-Licensed | External Collaborator - Collaboration (Edit, Comment, View) (+ Connected User, WorkApps Collaborator) | Guest - Collaboration (Share, Edit, Comment, View) External Viewer - Collaboration (View) |
User Plan Memberships | One Internal Plan | Unlimited Internal** & External Plans |
Default Plan | Limited to Internal Plan | Internal or External Plan (User Managed) |
* Users Default Plan Only ** Centralized Operation Limited to 1 Internal Plan Membership *** Conversion @ end of Plan True-Up Cycle
Mastering USM
Overview - Paths to USM Member Seat Type
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1
2
Gain Permission
User Shared to a Plan Asset (Workspace, Sheet, Report, Dashboard) at an upgraded permission level
“Qualifying Action”
User performs one of several monitored actions on Plan Asset
Trial License
User upgraded to “Provisional Member” until next invoice cycle, then auto downgrades unless manually upgraded to “Member”
3
1
Manual Upgrade
SysAdmin Manually Upgrades User to Member
1
OR
OK
Eligibility: Not Previously Downgraded
Eligibility: All Users
Mastering USM
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Solution Summary:
USM Upgrades & Downgrades
Mastering USM
Upgrade Internal Viewer to Plan Provisional Member:
Provisional Member status auto-downgrades to Viewer @ NTURPC unless SysAdmin Upgrades to Member
Mastering USM Summary
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Group Manager: Add Viewer to Group
(Group Shared currently/future to Any Plan Asset Above Viewer Permission)
2
Unmanaged Asset Mgr: Approve Viewer Sharing Request
(Plan Asset has No Current Admin User or Group)
3
Authorized Asset User Shares Plan Asset(s) to Group
(Group Shared currently/future to Any Plan Asset Above Viewer Permission)
4
Authorized Asset User Shares Plan Asset(s) to Viewer
(Shared Above Viewer Permission)
5
Viewer Requests Sharing to Plan Asset
(Asset Owner or Admin Approves Above Viewer Permission)
6
Plan Admin Actions
Plan End User “Trigger” Actions
Upgrade Logic: Upon 1st “Internal Provisional Member Qualifying Action (iPMQA)” User is upgraded to Internal Provisional Member:
+
SysAdmin: Upgrade Internal Viewer to Member*
1
*User Upgrades to Member, bypassing Provisional Member
Viewer Edits Published Plan Sheet
(Asset Owner or Admin enables Publish Sheet Edit by Shared To/Plan Users)
7
User cannot be a Previously Downgraded Member
User cannot be a Previously Downgraded Member
User cannot be a Previously Downgraded Member
User cannot be a Previously Downgraded Member
User cannot be a Previously Downgraded Member
Mastering USM
Upgrade Guest to Plan Provisional Member:
Provisional Member status auto-downgrades to Guest @ NTURPC unless SysAdmin Upgrades to Member
Mastering USM Summary
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Group Manager: Add Viewer to Group
(Group Shared currently/future to Any Plan Asset at Admin Permission)
2
Unmanaged Asset Mgr: Approve Viewer Sharing Request for Admin Permission
(Plan Asset has No Current Admin User or Group)
3
Authorized Asset User Shares Plan Asset(s) to Group
(Group Shared currently/future to Any Plan Asset at Admin Permission)
4
Authorized Asset User Shares Plan Asset(s) to Viewer
(Shared at Admin Permission)
5
Viewer Requests Sharing to Plan Asset
(Asset Owner or Admin Approves at Admin Permission)
6
Plan Admin Actions
Plan End User Actions
Upgrade Logic: Upon 1st “External Member Level Qualifying Action (eMLA)” User is upgraded to External Provisional Member:
+
SysAdmin: Upgrade Guest to Member*
1
*User Upgrades to Member, bypassing Provisional Member
User cannot be a Previously Downgraded Member
User cannot be a Previously Downgraded Member
User cannot be a Previously Downgraded Member
User cannot be a Previously Downgraded Member
User cannot be a Previously Downgraded Member
Mastering USM
Upgrade External Viewer to Plan Provisional Member:
Provisional Member status auto-downgrades to Viewer @ NTURPC unless SysAdmin Upgrades to Member
Mastering USM Summary
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Group Manager: Add Viewer to Group
(Group Shared currently/future to Any Plan Asset at Admin Permission)
2
Unmanaged Asset Mgr: Approve Viewer Sharing Request for Admin Permission
(Plan Asset has No Current Admin User or Group)
3
Authorized Asset User Shares Plan Asset(s) to Group
(Group Shared currently/future to Any Plan Asset at Admin Permission)
4
Authorized Asset User Shares Plan Asset(s) to Viewer
(Shared at Admin Permission)
5
Viewer Requests Sharing to Plan Asset
(Asset Owner or Admin Approves at Admin Permission)
6
Plan Admin Actions
Plan End User Actions
Upgrade Logic: Upon 1st “External Member Level Qualifying Action (eMLA)” User is upgraded to External Provisional Member:
+
SysAdmin: Upgrade External Viewer to Member*
1
*User Upgrades to Member, bypassing Provisional Member
User cannot be a Previously Downgraded Member
User cannot be a Previously Downgraded Member
User cannot be a Previously Downgraded Member
User cannot be a Previously Downgraded Member
User cannot be a Previously Downgraded Member
Mastering USM
Downgrade Internal Plan Member / Provisional Member to Viewer: Mastering USM Summary
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1 - Workspaces
2 - Sheets
4 - WorkApps
5 - Dynamic Views
3 - Groups
6 - API Tokens
7 - Group Admin
8 - Plan Admin
9 - SysAdmin
10 - Data Egress
11 - Data Retention
Sheets
Workspaces
Groups
WorkApps
Dynamic Views
API Tokens
Group Admin
Plan Admin
SysAdmin
Data Egress
Data Retention
= Reduced
= Removed
✔ SysAdmin
Plan�Type(s)
✔ Enterprise ✔ Pro
✔ Business Free
✔Centralized
✔Decentralized
Plan
Role(s)
Op.
Mode(s)
Mastering USM
Downgrade External Plan Member / Provisional Member to Guest: Mastering USM Summary
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1 - Workspaces
2 - Sheets
4 - WorkApps
5 - Dynamic Views
3 - Groups
Sheets
Workspaces
Groups
WorkApps
Dynamic Views
= Reduced
= Removed
✔ SysAdmin
Plan�Type(s)
✔ Enterprise Pro
✔ Business Free
✔Centralized
✔Decentralized
Plan
Role(s)
Op.
Mode(s)
Mastering USM
Downgrade External Plan Member / Provisional Member to Viewer: Mastering USM Summary
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1 - Workspaces
2 - Sheets
4 - WorkApps
5 - Dynamic Views
3 - Groups
Sheets
Workspaces
Groups
WorkApps
Dynamic Views
= Reduced
= Removed
✔ SysAdmin
Plan�Type(s)
✔ Enterprise ✔ Pro
✔ Business Free
✔Centralized
✔Decentralized
Plan
Role(s)
Op.
Mode(s)
Mastering USM
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Plan Transition to USM
Mastering USM
LCM Plan Transition - USM Transition Member Count Calculator:
Existing Plan Licensed User Automatically Transitioned to Internal Member
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✔Centralized
✔Decentralized
✔ Enterprise ✔Pro
✔ Business Free
Plan�Type(s)
Op.
Mode(s)
Plan User
LCM
USM
✔Licensed User External Collaborator
Non Licensed User
Plan
Align
✔Internal
External
Mastering USM
LCM Plan Transition - USM Transition Member Count Calculator:
Existing Plan Non Licensed User Initially Transitioned to Internal Provisional Member:
1)Shared to Plan Asset(s) @ > Viewer Permission & 2) Last “iPMQA” < 90 Days Prior then 3) auto-downgrades to Viewer @ NTURPC unless SysAdmin Upgrades to Member
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✔Centralized
✔Decentralized
✔ Enterprise ✔Pro
✔ Business Free
Plan User
LCM
Licensed User External Collab
✔Non Licensed User
USM
WorkApps
Plan Assets
Non Licensed User
Plan Asset Shared to Directly or Via Group
Plan Asset | Share | Permission | Role |
Employee Benefits | G | V | IV |
Engineering Designs | G | CO | IPM |
Eng - R798 Design | U | E | IPM |
J798 - My Designs | U | E | IPM |
New Products | G | A | IPM |
Plan
Align
✔ Internal
External
Plan�Type(s)
Op.
Mode(s)
“Internal Member Level Qualifying Action (iPMQA)” User transitioned as Internal Provisional Member if they performed any of following once in last 90 days:
1
2
Mastering USM
LCM Plan Transition - USM Transition Member Count Calculator:
Existing Plan Non Licensed User Initially Transitioned to Internal Viewer if:
1)Shared to Plan Asset(s) @ > Viewer Permission & 2) Zero “iMLA” < 90 Days Prior
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✔Centralized
✔Decentralized
✔ Enterprise ✔Pro
✔ Business Free
Plan User
LCM
Licensed User External Collab
✔Non Licensed User
USM
WorkApps
Plan Assets
Non Licensed User
Plan Asset Shared to Directly or Via Group
Plan Asset | Share | Permission | Role |
Employee Benefits | G | V | IV |
Engineering Designs | G | CO | IPM |
Eng - R798 Design | U | E | IPM |
J798 - My Designs | U | E | IPM |
New Products | G | A | IPM |
Plan
Align
✔ Internal
External
Plan�Type(s)
Op.
Mode(s)
“Internal Member Level Qualifying Action (iPMQA)” User transitioned as Internal Viewer if they did not perform any of following once in last 90 days:
1
2
Mastering USM
LCM Plan Transition - USM Transition Member Count Calculator:
Existing Plan Non Licensed User Transitioned to Internal Viewer if:
Highest Permission Shared to Plan Asset(s) is Viewer
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✔Centralized
✔Decentralized
✔ Enterprise ✔Pro
✔ Business Free
Plan User
LCM
USM
WorkApps
Plan Assets
Non Licensed User
Plan Asset Shared to Directly or Via Group
Plan Asset | Share | Permission | Role |
General Counsel | U | V | V |
Health Tips | U | V | V |
Intern Roster | U | V | V |
Legal Research | U | V | V |
Suppliers | G | V | V |
Licensed User External Collab
✔Non Licensed User
Plan
Align
✔ Internal
External
Plan�Type(s)
Op.
Mode(s)
Mastering USM
LCM Plan Transition - USM Transition Member Count Calculator:
Existing Plan External Collaborator User Initially Transitioned to External Provisional Member if:
1) Shared to Plan Asset(s) @ Admin Permission & 2) Last “eMLA” < 90 Days Prior then 3) auto-downgrades to Guest @ NTURPC unless SysAdmin Upgrades to Member
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✔ Enterprise ✔Pro
✔ Business Free
Plan User
Licensed User ✔External Collab Non Licensed User
✔Centralized
✔Decentralized
✔Centralized
✔Decentralized
✔ Enterprise Pro
✔ Business Free
LCM
USM
WorkApps
Plan Assets
External Collaborator
Plan Asset Shared to Directly or Via Group
Plan Asset | Share | Permission | Role |
Engineering Feedback | G | V | |
External Media | G | CO | |
Joint Marketing | U | E | |
Supplier Designs | U | A | |
Plan
Align
Internal
✔ External
Plan�Type(s)
Op.
Mode(s)
^Most External Members cannot create assets in another organizations Plan
“External Provisional Member Qualifying Action (ePMQA)” transitioned as External Provisional Member if they performed any of following once in last 90 days:
Plan User
1
2
Mastering USM
LCM Plan Transition - USM Transition Member Count Calculator:
Existing Plan External Collaborator User Initially Transitioned to External Provisional Member if:
1) Shared to Plan Asset(s) @ Admin Permission & 2) Last “ePMQA” < 90 Days Prior then 3) auto-downgrades to Viewer @ NTURPC unless SysAdmin Upgrades to Member
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✔ Enterprise ✔Pro
✔ Business Free
Plan User
Licensed User ✔External Collab Non Licensed User
✔Centralized
✔Decentralized
✔Centralized
✔Decentralized
Enterprise ✔ Pro
Business Free
LCM
USM
WorkApps
Plan Assets
External Collaborator
Plan Asset Shared to Directly or Via Group
Plan Asset | Share | Permission | Role |
Engineering Feedback | G | V | |
External Media | G | CO | |
Joint Marketing | U | E | |
Supplier Designs | U | A | |
Plan
Align
Internal
✔ External
Plan�Type(s)
Op.
Mode(s)
^Most External Members cannot create assets in another organizations Plan
“External Provisional Member Qualifying Action (ePMQA)” transitioned as External Provisional Member if they performed any of following once in last 90 days:
Plan User
1
2
Mastering USM
LCM Plan Transition - USM Transition Member Count Calculator:
Existing Plan External Collaborator User Initially Transitioned to Guest if:
1) Shared to Plan Asset(s) @ > Viewer Permission & < Admin Permission + 2) Last “GLA” < 90 Days Prior
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✔ Enterprise ✔Pro
✔ Business Free
Plan User
✔Centralized
✔Decentralized
✔Centralized
✔Decentralized
✔ Enterprise Pro
✔ Business Free
Plan User
LCM
Licensed User ✔External Collab
Non Licensed User
USM
WorkApps
Plan Assets
External Collaborator
Plan Asset Shared to Directly or Via Group
Plan Asset | Share | Permission | Role |
Engineering Feedback | G | V | |
External Media | G | CO | G |
Joint Marketing | U | E | G |
Supplier Designs | U | E | G |
Plan
Align
Internal
✔ External
Plan�Type(s)
Op.
Mode(s)
“Guest Level Action (GLA)” transitioned as Guest if they performed any of following once in last 90 days:
1
2
Mastering USM
LCM Plan Transition - USM Transition Member Count Calculator:
Existing Plan External Collaborator User Initially Transitioned to Provisional Member:
1) Shared to Plan Asset(s) @ > Viewer Permission & < Admin Permission + 2) Last “GLA” < 90 Days Prior 3) auto-downgrades to Viewer @ NTURPC unless SysAdmin Upgrades to Member
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✔ Enterprise ✔Pro
✔ Business Free
Plan User
✔Centralized
✔Decentralized
✔Centralized
✔Decentralized
Enterprise ✔ Pro
Business Free
Plan User
LCM
Licensed User ✔External Collab
Non Licensed User
USM
WorkApps
Plan Assets
External Collaborator
Plan Asset Shared to Directly or Via Group
Plan Asset | Share | Permission | Role |
Engineering Feedback | G | V | |
External Media | G | CO | G |
Joint Marketing | U | E | G |
Supplier Designs | U | E | G |
Plan
Align
Internal
✔ External
Plan�Type(s)
Op.
Mode(s)
“Guest Level Action (GLA)” transitioned as Guest if they performed any of following once in last 90 days:
1
2
Mastering USM
LCM Plan Transition - USM Transition Member Count Calculator:
Existing Plan External Collaborator User Initially Transitioned to External Viewer
1-Shared to Plan Asset(s) @ > Viewer Permission & 2-Last “eMLA” or “GLA” > 90 Days Prior
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✔ Enterprise ✔Pro
✔ Business Free
Plan User
✔Centralized
✔Decentralized
✔Centralized
✔Decentralized
✔ Enterprise ✔Pro
✔ Business Free
Plan User
LCM
Licensed User ✔External Collab
Non Licensed User
USM
WorkApps
Plan Assets
External Collaborator
Plan Asset Shared to Directly or Via Group
Plan Asset | Share | Permission | Role |
Engineering Feedback | G | V | |
External Media | G | CO | |
Joint Marketing | U | E | |
Supplier Designs | U | A | |
Plan
Align
Internal
✔ External
Plan�Type(s)
Op.
Mode(s)
“Guest Level Action (GLA)” User transitioned as External Viewer if they did not perform any of following in last 90 days:
“External Provisional Member Qualifying Action (ePMQA)” User transitioned as Internal Viewer if they did not perform any of following in last 90 days:
^Most External Members cannot create assets in another organizations Plan
1
2
Mastering USM
LCM Plan Transition - USM Transition Member Count Calculator:
Existing Plan External Collaborator User Transitioned to External Viewer
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✔Centralized
✔Decentralized
Plan User
Licensed User ✔External Collab
Non Licensed User
Plan
Align
Internal
✔ External
✔ Enterprise ✔Pro
✔ Business Free
LCM
USM
WorkApps
Plan Assets
External Collaborator
Plan Asset Shared to Directly or Via Group
Plan Asset | Share | Permission | Role |
Engineering Feedback | G | V | V |
External Media | G | V | V |
Joint Marketing | U | V | V |
Supplier Designs | U | V | V |
Plan�Type(s)
Op.
Mode(s)
Mastering USM
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Create New User
Mastering USM
USM Centralized Mode - Create New Internal Viewer:
USM Authorized Asset User (AAU) Shares Internal Plan Asset(s) @ Viewer Permission Level to USM Internal Non-User (excluding Deactivated Users)
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✔ Owner / Admin Editor Cannot Share
✔ Editor Can Share Commenter / Viewer
✔Centralized
Decentralized
✔ Enterprise Pro
Business Free
✔ Internal
✔ External
✔ Member ✔ Guest
✔ Prov. Member Viewer
Plan�Type
Op.
Mode
Plan User
Asset Permissions
Plan
Align
Seat Type | Internal Viewer |
Default Plan | Centralized Internal Plan |
Authentication | Centralized Internal Plan |
Centralized Enterprise Plan
Plan | Profile | Target Op Mode |
I | NU | CM |
Mastering USM
USM Centralized Mode - Create New Initially Internal Viewer:
USM Authorized Asset User (AAU) Shares Internal Plan Asset(s) @ >Viewer Permission Level to USM Internal Non-User (excluding Deactivated Users)
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✔ Owner / Admin Editor Cannot Share
✔ Editor Can Share Commenter / Viewer
✔Centralized
Decentralized
✔ Enterprise Pro
Business Free
✔ Internal
✔ External
✔ Member ✔ Guest
✔ Prov. Member Viewer
Plan�Type
Op.
Mode
Plan User
Asset Permissions
Plan
Align
Seat Type | Initially Internal Viewer |
Default Plan | Centralized Internal Plan |
Authentication | Centralized Internal Plan |
Centralized Enterprise Plan
Plan | Profile | Target Op Mode |
I | NU | CM |
Upgrade Logic: Upon 1st “Internal Member Level Qualifying Action (iMLA)” User is upgraded to Internal Provisional Member:
Mastering USM
USM Centralized Mode - Create New Internal Viewer & External Viewer:
USM Authorized Asset User (AAU) Shares External Plan Asset(s) @ Viewer Permission Level to USM Internal Non-User (excluding Deactivated Users)
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✔ Owner / Admin Editor Cannot Share
✔ Editor Can Share Commenter / Viewer
✔Centralized
Decentralized
✔ Enterprise Pro
Business Free
✔ Internal
✔ External
✔ Member ✔ Guest
✔ Prov. Member Viewer
Plan�Type
Op.
Mode
Plan User
Asset Permissions
Plan
Align
Seat Type | Internal Viewer |
Default Plan | Centralized Internal Plan |
Authentication | Centralized Internal Plan |
Internal Centralized Enterprise Plan
Plan | Profile | Target Op Mode |
I | NU | CM |
Seat Type | External Viewer |
Default Plan | Centralized Internal Plan |
Authentication | Centralized Internal Plan |
External Plan
Mastering USM
USM Decentralized Mode - Create New Initially Internal Viewer:
USM Authorized Asset User (AAU) Shares Internal Plan Asset(s) @ Any Permission Level to USM Internal Non-User (excluding Deactivated Users)
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✔ Enterprise Pro
✔ Business Free
✔ Owner / Admin Editor Cannot Share
✔ Editor Can Share Commenter / Viewer
Centralized
✔Decentralized
✔ Internal
✔ External
✔ Member ✔ Guest
✔ Prov. Member Viewer
Plan�Type
Op.
Mode
Plan User
Asset Permissions
Plan
Align
Seat Type | Initially Internal Viewer |
Default Plan | Decentralized Internal Plan Owning Shared Asset(s) or Plan Asked/Approved to Join |
Authentication | Decentralized Internal Plan Owning Shared Asset(s) or Plan Asked/Approved to Join |
Internal Pro Plan(s)
Internal Business Plan(s)
Internal Enterprise Plan(s)
Plan | Profile | Target Op Mode |
IP | NU | DM |
Upgrade Logic: Upon 1st “Internal Member Level Qualifying Action (iMLA)” User is upgraded to Internal Provisional Member:
Mastering USM
USM Centralized Mode - Create New Internal Viewer & Initially External Viewer:
USM Authorized Asset User (AAU) Shares External Plan Asset(s) @ Commenter/Editor Permission Level to USM Internal Non-User (excluding Deactivated Users)
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✔ Owner / Admin Editor Cannot Share
✔ Editor Can Share Commenter / Viewer
✔Centralized
Decentralized
✔ Enterprise Pro
Business Free
✔ Internal
✔ External
✔ Member ✔ Guest
✔ Prov. Member Viewer
Plan�Type
Op.
Mode
Plan User
Asset Permissions
Plan
Align
Seat Type | Internal Viewer |
Default Plan | Centralized Internal Plan |
Authentication | Centralized Internal Plan |
Internal Centralized Enterprise Plan
Plan | Profile | Target Op Mode |
I | NU | CM |
Seat Type | Initially External Viewer |
Default Plan | Centralized Internal Plan |
Authentication | Centralized Internal Plan |
External Plan
Post transition Logic: Upon 1st “Guest Level Action (GLA)” User is modified to Guest
Mastering USM
USM Centralized Mode - Create New Internal Viewer & Initially External Viewer:
USM Authorized Asset User (AAU) Shares External Plan Asset(s) @ Admin Permission Level to USM Internal Non-User
(excluding Deactivated Users)
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✔ Owner / Admin Editor Cannot Share
✔ Editor Can Share Commenter / Viewer
✔Centralized
Decentralized
✔ Enterprise Pro
Business Free
✔ Internal
✔ External
✔ Member ✔ Guest
✔ Prov. Member Viewer
Plan�Type
Op.
Mode
Plan User
Asset Permissions
Plan
Align
Seat Type | Internal Viewer |
Default Plan | Centralized Internal Plan |
Authentication | Centralized Internal Plan |
Internal Centralized Enterprise Plan
Plan | Profile | Target Op Mode |
I | NU | CM |
Seat Type | Initially External Viewer |
Default Plan | Centralized Internal Plan |
Authentication | Centralized Internal Plan |
External Plan
Post transition Logic: Upon 1st “External Member Level Qualifying Action (eMLA)” User is upgraded to External Provisional Member:
Mastering USM
USM Decentralized Mode - Create New External Viewer:
USM Authorized Asset User (AAU) Shares External Plan Asset(s) @ Viewer Permission Level to USM Internal Non-User (excluding Deactivated Users)
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Seat Type | External Viewer |
Default Plan | External Plan Sharing External Asset(s) |
Authentication | External Plan Sharing External Asset(s) |
External Pro Plan(s)
External Business Plan(s)
External Enterprise Plan(s)
✔ Approved Email/Domain
✔ Disabled or N/A
✔ Centralized
✔ Decentralized
✔ Enterprise ✔Pro
✔ Business Free
✔ Owner / Admin
✔ Editor Can Share
✔ Internal
External
✔ Member ✔ Guest
✔ Prov. Member Viewer
Plan�Type
Op.
Mode
Plan User
Asset Permissions
Plan
Align
Safe Sharing
Plan | Profile | Target Op Mode |
EP | NU | DM |
Mastering USM
USM Decentralized Mode - Create New Initially External Viewer:
USM Authorized Asset User (AAU) Shares External Plan Asset(s) @ Commenter/Editor Permission Level to USM Internal Non-User
smartsheet@rollpointllc.com ©2025 Roll Point, LLC. All rights reserved v2.1 Page 36
Seat Type | Initially External Viewer |
Default Plan | External Plan Sharing External Asset(s) |
Authentication | External Plan Sharing External Asset(s) |
External Business Plan(s)
External Enterprise Plan(s)
✔ Approved Email/Domain
✔ Disabled or N/A
✔ Centralized
✔ Decentralized
✔ Enterprise Pro
✔ Business Free
✔ Owner / Admin
✔ Editor Can Share
✔ Internal
External
✔ Member ✔ Guest
✔ Prov. Member Viewer
Plan�Type
Op.
Mode
Plan User
Asset Permissions
Plan
Align
Safe Sharing
Plan | Profile | Target Op Mode |
EP | NU | DM |
Post transition Logic: Upon 1st “Guest Level Action (GLA)” User is modified to Guest
Mastering USM
USM Decentralized Mode - Create New Initially External Viewer:
USM Authorized Asset User (AAU) Shares External Plan Asset(s) @ Commenter/Editor Permission Level to USM Internal Non-User
smartsheet@rollpointllc.com ©2025 Roll Point, LLC. All rights reserved v2.1 Page 37
Seat Type | Initially External Viewer |
Default Plan | External Plan Sharing External Asset(s) |
Authentication | External Plan Sharing External Asset(s) |
External Pro Plan(s)
✔ Approved Email/Domain
✔ Disabled or N/A
✔ Centralized
✔ Decentralized
Enterprise ✔Pro
Business Free
✔ Owner / Admin
✔ Editor Can Share
✔ Internal
External
✔ Member ✔ Guest
✔ Prov. Member Viewer
Plan�Type
Op.
Mode
Plan User
Asset Permissions
Plan
Align
Safe Sharing
Plan | Profile | Target Op Mode |
EP | NU | DM |
Post transition Logic: Upon 1st “Internal Member Level Action (iMLA)” (Pro Plans do not have Guest Users) User is modified to External Provisional Member:
Mastering USM
smartsheet@rollpointllc.com ©2025 Roll Point, LLC. All rights reserved v2.1 Page 38
Mastering USM
smartsheet@rollpointllc.com ©2025 Roll Point, LLC. All rights reserved v2.1 Page 39
Upgrade Internal Viewer to Provisional Member
Mastering USM
Upgrade Internal Viewer to Plan Provisional Member:
1- Prerequisite: Internal Viewer has not been previously downgraded from Plan Provisional Member / Member
2- Group Manager (GM) adds Viewer to Group Shared to Plan Asset(s) @ =>Commenter
3- Viewer takes iPMQA Action
4- Provisional Member status auto-downgrades to Viewer @ NTURPC unless SysAdmin Upgrades to Member
smartsheet@rollpointllc.com ©2025 Roll Point, LLC. All rights reserved v2.1 Page 40
✔Centralized
✔Decentralized
✔ Enterprise ✔Pro
✔ Business Free
✔ Member Guest
✔ Prov. Member Viewer
✔ SysAdmin
✔ Group Admin
✔ Internal
External
✔ Default
Joined
Plan�Type
Op.
Mode
Plan User
Plan
Role
Plan
Align
User
Plan
Upgrade Logic: Upon 1st “Internal Provisional Member Level Qualifying Action (iPMQA)” User is upgraded to Internal Provisional Member:
Group Manager will not receive any error/notification if performing action against Previously Downgraded Viewer, action will be discarded. Internal Viewer will receive invalid notification of invitation to edit, however remains @ Viewer effective permission
1
2
3
Mastering USM
Upgrade Internal Viewer to Plan Provisional Member:
1- Prerequisite: Internal Viewer has not been previously downgraded from Plan Provisional Member / Member
2- Unmanaged Asset Manager (UAM) Approves User Request for Sharing to Unmanaged Plan Asset @ >Viewer
3- Viewer takes iPMQA Action
4- Provisional Member status auto-downgrades to Viewer @ NTURPC unless SysAdmin Upgrades to Member
smartsheet@rollpointllc.com ©2025 Roll Point, LLC. All rights reserved v2.1 Page 41
✔Centralized
✔Decentralized
✔ Enterprise ✔Pro
✔ Business Free
✔ Internal
External
✔ Default
Joined
✔ SysAdmin
✔ Plan Admin
✔ Member Guest
✔ Prov. Member Viewer
Plan�Type
Op.
Mode
Plan User
Plan
Role
Plan
Align
User
Plan
✔ Unmanaged
Asset Status
Unmanaged Asset Manager will not receive any error/notification if performing action against Previously Downgraded Viewer, action will be discarded. Internal Viewer will receive invalid notification of invitation to edit, however remains @ Viewer effective permission
Upgrade Logic: Upon 1st “Internal Provisional Member Level Qualifying Action (iPMQA)” User is upgraded to Internal Provisional Member:
1
2
3
Mastering USM
Upgrade Internal Viewer to Plan Provisional Member:
1- Prerequisite: Internal Viewer has not been previously downgraded from Plan Provisional Member / Member
2- Authorized Asset User (AAU)Shares Plan Asset(s) to Group containing Viewer @ >Viewer
3- Viewer takes iPMQA Action
4- Provisional Member status auto-downgrades to Viewer @ NTURPC unless SysAdmin Upgrades to Member
smartsheet@rollpointllc.com ©2025 Roll Point, LLC. All rights reserved v2.1 Page 42
✔Centralized
✔Decentralized
✔ Enterprise Pro
✔ Business Free
✔ Owner / Admin Editor Cannot Share
✔ Editor Can Share Commenter / Viewer
✔ Internal
✔ External
✔ Member ✔ Guest
✔ Prov. Member Viewer
Plan�Type
Op.
Mode
Plan User
Asset Permissions
Plan
Align
Authorized Asset User will not receive any error/notification if performing action against Previously Downgraded Viewer, action will be discarded. Internal Viewer will receive invalid notification of invitation to edit, however remains @ Viewer effective permission
Upgrade Logic: Upon 1st “Internal Provisional Member Level Qualifying Action (iPMQA)” User is upgraded to Internal Provisional Member:
1
2
3
Mastering USM
Upgrade Internal Viewer to Plan Provisional Member:
1- Prerequisite: Internal Viewer has not been previously downgraded from Plan Provisional Member / Member
2- Authorized Asset User (AAU) Shares Plan Asset(s) to Internal Viewer @ >Viewer
3- Viewer takes iPMQA Action
4- Provisional Member status auto-downgrades to Viewer @ NTURPC unless SysAdmin Upgrades to Member
smartsheet@rollpointllc.com ©2025 Roll Point, LLC. All rights reserved v2.1 Page 43
✔Centralized
✔Decentralized
✔ Enterprise Pro
✔ Business Free
✔ Owner / Admin Editor Cannot Share
✔ Editor Can Share Commenter / Viewer
✔ Internal
✔ External
✔ Member ✔ Guest
✔ Prov. Member Viewer
Plan�Type
Op.
Mode
Plan User
Asset Permissions
Plan
Align
Authorized Asset User will not receive any error/notification if performing action against Previously Downgraded Viewer, action will be discarded. Internal Viewer will receive invalid notification of invitation to edit, however remains @ Viewer effective permission
Upgrade Logic: Upon 1st “Internal Provisional Member Level Qualifying Action (iPMQA)” User is upgraded to Internal Provisional Member:
1
2
3
Mastering USM
Upgrade Internal Viewer to Plan Provisional Member:
1- Prerequisite: Internal Viewer has not been previously downgraded from Plan Provisional Member / Member
2- Internal Viewer Request for Sharing to Plan Asset(s) @ >Viewer Approved
3- Viewer takes iPMQA Action
4- Provisional Member status auto-downgrades to Viewer @ NTURPC unless SysAdmin Upgrades to Member
smartsheet@rollpointllc.com ©2025 Roll Point, LLC. All rights reserved v2.1 Page 44
✔ Enterprise ✔Pro
✔ Business Free
Member Guest
Prov. Member ✔Viewer
✔ Internal
External
✔ Default
✔ Joined
✔Centralized
✔Decentralized
Plan�Type
Op.
Mode
Plan User
Plan
Align
User
Plan
Authorized Asset User will not receive any error/notification if approving request against Previously Downgraded Viewer, action will be discarded. Internal Viewer will receive invalid notification of invitation to edit, however remains @ Viewer effective permission
Upgrade Logic: Upon 1st “Internal Provisional Member Level Qualifying Action (iPMQA)” User is upgraded to Internal Provisional Member:
1
2
3
Mastering USM
Upgrade Internal Viewer to Plan Provisional Member:
1- Prerequisite: Internal Viewer has not been previously downgraded from Plan Provisional Member / Member
2- Authorized Asset User (AAU) Shares Control Center Blueprint to Internal Viewer @ >Viewer
3- Viewer takes iPMQA Action
4- Provisional Member status auto-downgrades to Viewer @ NTURPC unless SysAdmin Upgrades to Member
smartsheet@rollpointllc.com ©2025 Roll Point, LLC. All rights reserved v2.1 Page 45
✔Centralized
✔Decentralized
✔ Enterprise Pro
✔ Business Free
✔ Owner / Admin Editor Cannot Share
✔ Editor Can Share Commenter / Viewer
✔ Internal
✔ External
✔ Member ✔ Guest
✔ Prov. Member Viewer
Plan�Type
Op.
Mode
Plan User
Asset Permissions
Plan
Align
Authorized Asset User will not receive any error/notification if performing action against Previously Downgraded Viewer, action will be discarded. Internal Viewer will receive invalid notification of invitation to edit, however remains @ Viewer effective permission
Upgrade Logic: Upon 1st “Internal Provisional Member Level Qualifying Action (iPMQA)” User is upgraded to Internal Provisional Member:
1
2
3
Mastering USM
Upgrade Internal Viewer to Plan Provisional Member:
1- Prerequisite: Internal Viewer has not been previously downgraded from Plan Provisional Member / Member
2- Authorized Asset User (AAU) Shares Control Center Blueprint to Group containing Internal Viewer @ >Viewer
3- Viewer takes iPMQA Action
4- Provisional Member status auto-downgrades to Viewer @ NTURPC unless SysAdmin Upgrades to Member
smartsheet@rollpointllc.com ©2025 Roll Point, LLC. All rights reserved v2.1 Page 46
✔Centralized
✔Decentralized
✔ Enterprise Pro
✔ Business Free
✔ Owner / Admin Editor Cannot Share
✔ Editor Can Share Commenter / Viewer
✔ Internal
✔ External
✔ Member ✔ Guest
✔ Prov. Member Viewer
Plan�Type
Op.
Mode
Plan User
Asset Permissions
Plan
Align
Authorized Asset User will not receive any error/notification if performing action against Previously Downgraded Viewer, action will be discarded. Internal Viewer will receive invalid notification of invitation to edit, however remains @ Viewer effective permission
Upgrade Logic: Upon 1st “Internal Provisional Member Level Qualifying Action (iPMQA)” User is upgraded to Internal Provisional Member:
1
2
3
Mastering USM
Upgrade Internal Viewer to Plan Member:
SysAdmin Upgrades Viewer to Plan Member via USM True-Up
smartsheet@rollpointllc.com ©2025 Roll Point, LLC. All rights reserved v2.1 Page 47
✔Centralized
✔Decentralized
✔ Enterprise ✔Pro
✔ Business Free
Member Guest
Prov. Member ✔ Viewer
✔ SysAdmin
Group Admin
✔ Internal
External
✔ Default
Joined
Plan�Type
Op.
Mode
Plan User
Plan
Role
Plan
Align
User
Plan
*User Upgrades to Member, bypassing Provisional Member
Mastering USM
Publish Sheet “Edit by Anyone” for Users Shared to Workspace or Sheet
NOTE: Feature Permits All Shared To Users to Edit via “Indirect Sheet Access” logic, requires User Login
smartsheet@rollpointllc.com ©2025 Roll Point, LLC. All rights reserved v2.1 Page 48
✔Centralized
✔Decentralized
✔ Enterprise Pro
Business Free
✔ Member ✔Guest
✔ Prov. Member ✔Viewer
✔ Internal
✔ External
Plan�Type
Op.
Mode
Plan User
Plan
Align
Upgrade Internal Viewer to Plan Provisional Member:
1- Authorized Asset User (AAU) Publishes a Plan Sheet with Edit by Shared To Users Option
2- Viewer Accesses Publish Sheet URL; takes iPMQA Action
Internal Viewer taking an iMLA action via Publish Sheet Edit URL will be converted to either a Provisional Member or Member if previously downgraded. Seat Type report will not report Publish Sheet Edit actions in User “# Edits Last X Days” accounting metrics
Upgrade Logic: Upon 1st “Internal Provisional Member Level Qualifying Action (iPMQA)” User is upgraded to Internal Provisional Member:
1
2
Mastering USM
Publish Sheet “Edit by Anyone” for all Smartsheet Plan Users
NOTE: Feature Permits All Plan Users to Edit via “Indirect Sheet Access” logic, requires User Login, does not require user to be Shared to Sheet
smartsheet@rollpointllc.com ©2025 Roll Point, LLC. All rights reserved v2.1 Page 49
✔Centralized
✔Decentralized
✔ Enterprise Pro
✔ Business Free
✔ Member Guest
✔ Prov. Member ✔Viewer
✔ Internal
External
Plan�Type
Op.
Mode
Plan User
Plan
Align
Upgrade Internal Viewer to Plan Provisional Member:
1- Authorized Asset User (AAU) Publishes a Plan Sheet with Edit by Plan Users Option
2- Viewer Accesses Publish Sheet URL; takes iPMQA Action
Internal Viewer taking an iMLA action via Publish Sheet Edit URL will be converted to either a Provisional Member or Member if previously downgraded. Seat Type report will not report Publish Sheet Edit actions in User “# Edits Last X Days” accounting metrics
Upgrade Logic: Upon 1st “Internal Provisional Member Level Qualifying Action (iPMQA)” User is upgraded to Internal Provisional Member:
2
1
Mastering USM
smartsheet@rollpointllc.com ©2025 Roll Point, LLC. All rights reserved v2.1 Page 50
Upgrade Guest to Provisional Member
Mastering USM
Upgrade Guest to Plan Provisional Member:
1- Prerequisite Guest has not been previously downgraded from Plan Provisional Member / Member
2- Group Manager (GM) adds Guest to Group Shared to Plan Asset(s) @ Admin
3- Guest takes ePMQA Action
4- Provisional Member status auto-downgrades to Guest @ NTURPC unless SysAdmin Upgrades to Member
smartsheet@rollpointllc.com ©2025 Roll Point, LLC. All rights reserved v2.1 Page 51
✔Centralized
✔Decentralized
✔ Enterprise Pro
✔ Business Free
✔ Member Guest
✔ Prov. Member Viewer
✔ SysAdmin
✔ Group Admin
✔ Internal
External
✔ Default
Joined
Plan�Type
Op.
Mode
Plan User
Plan
Role
Plan
Align
User
Plan
Post transition Logic: Upon 1st “External Provisional Member Level Qualifying Action (ePMQA)” User is upgraded to External Provisional Member:
Group Manager will not receive any error/notification if performing action against Guest that was a Previously Downgraded Viewer, action will be reduced. Guest will receive notification of invitation to edit, however at reduced @ Editor Can Share effective permission
1
2
3
Mastering USM
Upgrade Guest to Plan Provisional Member:
1- Prerequisite Guest has not been previously downgraded from Plan Provisional Member / Member
2- Unmanaged Asset Manager (UAM) Approves User Request for Sharing to Unmanaged Plan Asset @ Admin
3- Guest takes ePMQA Action
4- Provisional Member status auto-downgrades to Guest @ NTURPC unless SysAdmin Upgrades to Member
smartsheet@rollpointllc.com ©2025 Roll Point, LLC. All rights reserved v2.1 Page 52
✔Centralized
✔Decentralized
✔ Enterprise Pro
✔ Business Free
✔ Internal
External
✔ Default
Joined
✔ SysAdmin
✔ Plan Admin
✔ Member Guest
✔ Prov. Member Viewer
Plan�Type
Op.
Mode
Plan User
Plan
Role
Plan
Align
User
Plan
✔ Unmanaged
Asset Status
Unmanaged Asset Manager will not receive any error/notification if performing action against Guest that was a Previously Downgraded Viewer, action will be reduced. Guest will receive notification of invitation to edit, however at reduced @ Editor Can Share effective permission
Post transition Logic: Upon 1st “External Provisional Member Level Qualifying Action (ePMQA)” User is upgraded to External Provisional Member:
1
2
3
Mastering USM
Upgrade Guest to Plan Provisional Member:
1- Prerequisite Guest has not been previously downgraded from Plan Provisional Member / Member
2- Authorized Asset User (AAU) Shares Plan Asset(s) to Group containing Guest @ Admin
3- Guest takes ePMQA Action
4- Provisional Member status auto-downgrades to Guest @ NTURPC unless SysAdmin Upgrades to Member
smartsheet@rollpointllc.com ©2025 Roll Point, LLC. All rights reserved v2.1 Page 53
✔ Enterprise Pro
✔ Business Free
✔Centralized
✔Decentralized
✔ Owner / Admin Editor Cannot Share
Editor Can Share Commenter / Viewer
✔ Internal
✔ External
✔ Member Guest
✔ Prov. Member Viewer
Plan�Type
Op.
Mode
Plan User
Asset Permissions
Plan
Align
Authorized Asset User will not receive any error/notification if performing action against Guest that was a Previously Downgraded Viewer, action will be reduced. Guest will receive notification of invitation to edit, however at reduced @ Editor Can Share effective permission
Post transition Logic: Upon 1st “External Provisional Member Level Qualifying Action (ePMQA)” User is upgraded to External Provisional Member:
1
2
3
Mastering USM
Upgrade Guest to Plan Provisional Member:
1- Prerequisite Guest has not been previously downgraded from Plan Provisional Member / Member
2- Authorized Asset User (AAU) Shares Plan Asset(s) to Guest @ Admin
3- Guest takes ePMQA Action
4- Provisional Member status auto-downgrades to Guest @ NTURPC unless SysAdmin Upgrades to Member
smartsheet@rollpointllc.com ©2025 Roll Point, LLC. All rights reserved v2.1 Page 54
✔ Enterprise Pro
✔ Business Free
✔Centralized
✔Decentralized
✔ Owner / Admin Editor Cannot Share
Editor Can Share Commenter / Viewer
✔ Internal
✔ External
✔ Member Guest
✔ Prov. Member Viewer
Plan�Type
Op.
Mode
Plan User
Asset Permissions
Plan
Align
Authorized Asset User will not receive any error/notification if performing action against Guest that was a Previously Downgraded Viewer, action will be reduced. Guest will receive notification of invitation to edit, however at reduced @ Editor Can Share effective permission
Post transition Logic: Upon 1st “External Provisional Member Level Qualifying Action (ePMQA)” User is upgraded to External Provisional Member:
1
2
3
Mastering USM
Upgrade Guest to Plan Provisional Member:
1- Prerequisite Guest has not been previously downgraded from Plan Provisional Member / Member
2- Guest Request for Sharing to Plan Asset(s) Approved @ Admin Permission
3- Guest takes ePMQA Action
4- Provisional Member status auto-downgrades to Guest @ NTURPC unless SysAdmin Upgrades to Member
smartsheet@rollpointllc.com ©2025 Roll Point, LLC. All rights reserved v2.1 Page 55
✔ Enterprise Pro
✔ Business Free
Member Guest
Prov. Member ✔Viewer
✔Internal
✔External
✔ Default
✔ Joined
✔Centralized
✔Decentralized
Plan�Type
Op.
Mode
Plan User
Plan
Align
User
Plan
Authorized Asset User will not receive any error/notification if approving request against Guest that was a Previously Downgraded Viewer, action will be reduced. Guest will receive notification of invitation to edit, however at reduced @ Editor Can Share effective permission
Post transition Logic: Upon 1st “External Provisional Member Level Qualifying Action (ePMQA)” User is upgraded to External Provisional Member:
1
2
3
Mastering USM
Upgrade Guest to Plan Provisional Member:
1- Prerequisite Guest has not been previously downgraded from Plan Provisional Member / Member
2- Authorized Asset User (AAU) Shares Control Center Blueprint to Group containing Guest @ Admin
3- Guest takes ePMQA Action
4- Provisional Member status auto-downgrades to Guest @ NTURPC unless SysAdmin Upgrades to Member
smartsheet@rollpointllc.com ©2025 Roll Point, LLC. All rights reserved v2.1 Page 56
✔Centralized
✔Decentralized
✔ Enterprise Pro
✔ Business Free
✔ Owner / Admin Editor Cannot Share
✔ Editor Can Share Commenter / Viewer
✔ Internal
✔ External
✔ Member ✔ Guest
✔ Prov. Member Viewer
Plan�Type
Op.
Mode
Plan User
Asset Permissions
Plan
Align
Authorized Asset User will not receive any error/notification if performing action against Previously Downgraded Viewer, action will be reduced. External Viewer will receive notification of invitation to edit, however at reduced @ Editor Can Share effective permission
Post transition Logic: Upon 1st “External Provisional Member Level Qualifying Action (ePMQA)” User is upgraded to External Provisional Member:
1
2
3
Mastering USM
Upgrade Guest to Plan Provisional Member:
1- Prerequisite Guest has not been previously downgraded from Plan Provisional Member / Member
2- Authorized Asset User (AAU) Shares Control Center Blueprint to Guest @ Admin
3- Guest takes ePMQA Action
4- Provisional Member status auto-downgrades to Guest @ NTURPC unless SysAdmin Upgrades to Member
smartsheet@rollpointllc.com ©2025 Roll Point, LLC. All rights reserved v2.1 Page 57
✔Centralized
✔Decentralized
✔ Enterprise Pro
✔ Business Free
✔ Owner / Admin Editor Cannot Share
✔ Editor Can Share Commenter / Viewer
✔ Internal
✔ External
✔ Member ✔ Guest
✔ Prov. Member Viewer
Plan�Type
Op.
Mode
Plan User
Asset Permissions
Plan
Align
Authorized Asset User will not receive any error/notification if performing action against Previously Downgraded Viewer, action will be reduced. External Viewer will receive notification of invitation to edit, however at reduced @ Editor Can Share effective permission
Post transition Logic: Upon 1st “External Provisional Member Level Qualifying Action (ePMQA)” User is upgraded to External Provisional Member:
1
2
3
Mastering USM
Upgrade Guest to Plan Member:
SysAdmin Upgrades Guest to Plan Member via USM True-Up
smartsheet@rollpointllc.com ©2025 Roll Point, LLC. All rights reserved v2.1 Page 58
Default
✔Joined
✔Centralized
✔Decentralized
✔ Enterprise Pro
✔ Business Free
Member ✔Guest
Prov. Member Viewer
✔ SysAdmin
Group Admin
Internal
✔External
Plan�Type
Op.
Mode
Plan User
Plan
Role
Plan
Align
User
Plan
*User Upgrades to Member, bypassing Provisional Member
Mastering USM
smartsheet@rollpointllc.com ©2025 Roll Point, LLC. All rights reserved v2.1 Page 59
Upgrade External Viewer to Provisional Member
Mastering USM
Upgrade External Viewer to Plan Provisional Member:
1- Prerequisite External Viewer has not been previously downgraded from Plan Provisional Member / Member
2- Group Manager (GM) adds External Viewer to Group Shared to Plan Asset(s) @ Admin
3- Viewer takes ePMQA Action
4- Provisional Member status auto-downgrades to Guest @ NTURPC unless SysAdmin Upgrades to Member
smartsheet@rollpointllc.com ©2025 Roll Point, LLC. All rights reserved v2.1 Page 60
✔Centralized
✔Decentralized
✔ Enterprise Pro
✔ Business Free
✔ Member Guest
✔ Prov. Member Viewer
✔ SysAdmin
✔ Group Admin
✔ Internal
External
✔ Default
Joined
Plan�Type
Op.
Mode
Plan User
Plan
Role
Plan
Align
User
Plan
Post transition Logic: Upon 1st “External Provisional Member Level Qualifying Action (ePMQA)” User is upgraded to External Provisional Member:
Group Manager will not receive any error/notification if performing action against Previously Downgraded Viewer, action will be reduced. Guest will receive notification of invitation to edit, however @ reduced Editor-Can-Share effective permission
1
2
3
Mastering USM
Upgrade External Viewer to Plan Provisional Member:
1- Prerequisite External Viewer has not been previously downgraded from Plan Provisional Member / Member
2- Group Manager (GM) adds External Viewer to Group Shared to Plan Asset(s) @ Admin
3- Viewer takes ePMQA Action
4- Provisional Member status auto-downgrades to Viewer @ NTURPC unless SysAdmin Upgrades to Member
smartsheet@rollpointllc.com ©2025 Roll Point, LLC. All rights reserved v2.1 Page 61
✔Centralized
✔Decentralized
Enterprise ✔ Pro
Business Free
✔ Member Guest
✔ Prov. Member Viewer
✔ SysAdmin
✔ Group Admin
✔ Internal
External
✔ Default
Joined
Plan�Type
Op.
Mode
Plan User
Plan
Role
Plan
Align
User
Plan
Post transition Logic: Upon 1st “External Provisional Member Level Qualifying Action (ePMQA)” User is upgraded to External Provisional Member:
Group Manager will not receive any error/notification if performing action against Previously Downgraded Viewer, action will be reduced. External Viewer will receive invalid notification of invitation to edit, however remains @ Viewer effective permission
1
2
3
Mastering USM
Upgrade External Viewer to Plan Provisional Member:
1- Prerequisite External Viewer has not been previously downgraded from Plan Provisional Member / Member
2- Unmanaged Asset Manager (UAM) Approves User Request for Sharing to Unmanaged Plan Asset @ Admin
3- Viewer takes ePMQA Action
4- Provisional Member status auto-downgrades to Guest @ NTURPC unless SysAdmin Upgrades to Member
smartsheet@rollpointllc.com ©2025 Roll Point, LLC. All rights reserved v2.1 Page 62
✔Centralized
✔Decentralized
✔ Enterprise Pro
✔ Business Free
✔ Internal
External
✔ Default
Joined
✔ SysAdmin
✔ Plan Admin
✔ Member Guest
✔ Prov. Member Viewer
Plan�Type
Op.
Mode
Plan User
Plan
Role
Plan
Align
User
Plan
✔ Unmanaged
Asset Status
Unmanaged Asset Manager will not receive any error/notification if performing action against Previously Downgraded Viewer, action will be reduced. Guest will receive notification of invitation to edit, however at reduced @ Editor Can Share effective permission
Post transition Logic: Upon 1st “External Provisional Member Level Qualifying Action (ePMQA)” User is upgraded to External Provisional Member:
1
2
3
Mastering USM
Upgrade External Viewer to Plan Provisional Member:
1- Prerequisite External Viewer has not been previously downgraded from Plan Provisional Member / Member
2- Unmanaged Asset Manager (UAM) Approves User Request for Sharing to Unmanaged Plan Asset @ Admin
3- Viewer takes ePMQA Action
4- Provisional Member status auto-downgrades to Viewer @ NTURPC unless SysAdmin Upgrades to Member
smartsheet@rollpointllc.com ©2025 Roll Point, LLC. All rights reserved v2.1 Page 63
✔Centralized
✔Decentralized
Enterprise ✔ Pro
Business Free
✔ Internal
External
✔ Default
Joined
✔ SysAdmin
✔ Plan Admin
✔ Member Guest
✔ Prov. Member Viewer
Plan�Type
Op.
Mode
Plan User
Plan
Role
Plan
Align
User
Plan
✔ Unmanaged
Asset Status
Unmanaged Asset Manager will not receive any error/notification if performing action against Previously Downgraded Viewer, action will be reduced. External Viewer will receive invalid notification of invitation to edit, however remains @ Viewer effective permission
Post transition Logic: Upon 1st “External Provisional Member Level Qualifying Action (ePMQA)” User is upgraded to External Provisional Member:
1
2
3
Mastering USM
Upgrade External Viewer to Plan Provisional Member:
1- Prerequisite External Viewer has not been previously downgraded from Plan Provisional Member / Member
2- Authorized Asset User (AAU) Shares Plan Asset(s) to Group containing External Viewer @ Admin
3- Viewer takes ePMQA Action
4- Provisional Member status auto-downgrades to Guest @ NTURPC unless SysAdmin Upgrades to Member
smartsheet@rollpointllc.com ©2025 Roll Point, LLC. All rights reserved v2.1 Page 64
✔ Enterprise Pro
✔ Business Free
✔Centralized
✔Decentralized
✔ Owner / Admin Editor Cannot Share
Editor Can Share Commenter / Viewer
✔ Internal
✔ External
✔ Member Guest
✔ Prov. Member Viewer
Plan�Type
Op.
Mode
Plan User
Asset Permissions
Plan
Align
Authorized Asset User will not receive any error/notification if performing action against Previously Downgraded Viewer, action will be reduced. Guest will receive notification of invitation to edit, however at reduced @ Editor Can Share effective permission
Post transition Logic: Upon 1st “External Provisional Member Level Qualifying Action (ePMQA)” User is upgraded to External Provisional Member:
1
2
3
Mastering USM
Upgrade External Viewer to Plan Provisional Member:
1- Prerequisite External Viewer has not been previously downgraded from Plan Provisional Member / Member
2- Authorized Asset User (AAU) Shares Plan Asset(s) to Group containing External Viewer @ Admin
3- Viewer takes ePMQA Action
4- Provisional Member status auto-downgrades to Viewer @ NTURPC unless SysAdmin Upgrades to Member
smartsheet@rollpointllc.com ©2025 Roll Point, LLC. All rights reserved v2.1 Page 65
Enterprise ✔ Pro
Business Free
✔Centralized
✔Decentralized
✔ Owner / Admin Editor Cannot Share
Editor Can Share Commenter / Viewer
✔ Internal
✔ External
✔ Member Guest
✔ Prov. Member Viewer
Plan�Type
Op.
Mode
Plan User
Asset Permissions
Plan
Align
Authorized Asset User will not receive any error/notification if performing action against Previously Downgraded Viewer, action will be reduced. External Viewer will receive invalid notification of invitation to edit, however remains @ Viewer effective permission
Post transition Logic: Upon 1st “External Provisional Member Level Qualifying Action (ePMQA)” User is upgraded to External Provisional Member:
1
2
3
Mastering USM
Upgrade External Viewer to Plan Provisional Member:
1- Prerequisite External Viewer has not been previously downgraded from Plan Provisional Member / Member
2- Authorized Asset User (AAU) Shares Plan Asset(s) to External Viewer @ Admin
3- Viewer takes ePMQA Action
4- Provisional Member status auto-downgrades to Guest @ NTURPC unless SysAdmin Upgrades to Member
smartsheet@rollpointllc.com ©2025 Roll Point, LLC. All rights reserved v2.1 Page 66
✔ Enterprise Pro
✔ Business Free
✔Centralized
✔Decentralized
✔ Owner / Admin Editor Cannot Share
Editor Can Share Commenter / Viewer
✔ Internal
✔ External
✔ Member Guest
✔ Prov. Member Viewer
Plan�Type
Op.
Mode
Plan User
Asset Permissions
Plan
Align
Authorized Asset User will not receive any error/notification if performing action against Previously Downgraded Viewer, action will be reduced. Guest will receive notification of invitation to edit, however at reduced @ Editor Can Share effective permission
Post transition Logic: Upon 1st “External Provisional Member Level Qualifying Action (ePMQA)” User is upgraded to External Provisional Member:
1
2
3
Mastering USM
Upgrade External Viewer to Plan Provisional Member:
1- Prerequisite External Viewer has not been previously downgraded from Plan Provisional Member / Member
2- External Viewer Request for Sharing to Plan Asset(s) Approved @ Admin Permission
3- Viewer takes ePMQA Action
4- Provisional Member status auto-downgrades to Guest @ NTURPC unless SysAdmin Upgrades to Member
smartsheet@rollpointllc.com ©2025 Roll Point, LLC. All rights reserved v2.1 Page 67
✔ Enterprise Pro
✔ Business Free
Member Guest
Prov. Member ✔Viewer
✔Internal
✔External
✔ Default
✔ Joined
✔Centralized
✔Decentralized
Plan�Type
Op.
Mode
Plan User
Plan
Align
User
Plan
Authorized Asset User will not receive any error/notification if approving request against Previously Downgraded Viewer, action will be reduced. Guest will receive notification of invitation to edit, however at reduced @ Editor Can Share effective permission
Post transition Logic: Upon 1st “External Provisional Member Level Qualifying Action (ePMQA)” User is upgraded to External Provisional Member:
1
2
3
Mastering USM
Upgrade External Viewer to Plan Provisional Member:
1- Prerequisite External Viewer has not been previously downgraded from Plan Provisional Member / Member
2- External Viewer Request for Sharing to Plan Asset(s) Approved @ Admin Permission
3- Viewer takes ePMQA Action
4- Provisional Member status auto-downgrades to Viewer @ NTURPC unless SysAdmin Upgrades to Member
smartsheet@rollpointllc.com ©2025 Roll Point, LLC. All rights reserved v2.1 Page 68
Enterprise ✔ Pro
Business Free
Member Guest
Prov. Member ✔Viewer
✔Internal
✔External
✔ Default
✔ Joined
✔Centralized
✔Decentralized
Plan�Type
Op.
Mode
Plan User
Plan
Align
User
Plan
Authorized Asset User will not receive any error/notification if approving request against Previously Downgraded Viewer, action will be reduced. External Viewer will receive invalid notification of invitation to edit, however remains @ Viewer effective permission
Post transition Logic: Upon 1st “External Provisional Member Level Qualifying Action (ePMQA)” User is upgraded to External Provisional Member:
1
2
3
Mastering USM
Upgrade External Viewer to Plan Provisional Member:
1- Prerequisite External Viewer has not been previously downgraded from Plan Provisional Member / Member
2- Authorized Asset User (AAU) Shares Control Center Blueprint to Group containing External Viewer @ Admin
3- Viewer takes ePMQA Action
4- Provisional Member status auto-downgrades to Guest @ NTURPC unless SysAdmin Upgrades to Member
smartsheet@rollpointllc.com ©2025 Roll Point, LLC. All rights reserved v2.1 Page 69
✔Centralized
✔Decentralized
✔ Enterprise Pro
✔ Business Free
✔ Owner / Admin Editor Cannot Share
✔ Editor Can Share Commenter / Viewer
✔ Internal
✔ External
✔ Member ✔ Guest
✔ Prov. Member Viewer
Plan�Type
Op.
Mode
Plan User
Asset Permissions
Plan
Align
Authorized Asset User will not receive any error/notification if performing action against Previously Downgraded Viewer, action will be reduced. Guest will receive notification of invitation to edit, however at reduced @ Editor Can Share effective permission
Post transition Logic: Upon 1st “External Provisional Member Level Qualifying Action (ePMQA)” User is upgraded to External Provisional Member:
1
2
3
Mastering USM
Upgrade External Viewer to Plan Provisional Member:
1- Prerequisite External Viewer has not been previously downgraded from Plan Provisional Member / Member
2- Authorized Asset User (AAU) Shares Control Center Blueprint to External Viewer @ Admin
3- Viewer takes ePMQA Action
4- Provisional Member status auto-downgrades to Guest @ NTURPC unless SysAdmin Upgrades to Member
smartsheet@rollpointllc.com ©2025 Roll Point, LLC. All rights reserved v2.1 Page 70
✔Centralized
✔Decentralized
✔ Enterprise Pro
✔ Business Free
✔ Owner / Admin Editor Cannot Share
✔ Editor Can Share Commenter / Viewer
✔ Internal
✔ External
✔ Member ✔ Guest
✔ Prov. Member Viewer
Plan�Type
Op.
Mode
Plan User
Asset Permissions
Plan
Align
Authorized Asset User will not receive any error/notification if performing action against Previously Downgraded Viewer, action will be reduced. Guest will receive notification of invitation to edit, however at reduced @ Editor Can Share effective permission
Post transition Logic: Upon 1st “External Provisional Member Level Qualifying Action (ePMQA)” User is upgraded to External Provisional Member:
1
2
3
Mastering USM
Upgrade External Viewer to Plan Member:
SysAdmin Upgrades External Viewer to Plan Member via USM True-Up
smartsheet@rollpointllc.com ©2025 Roll Point, LLC. All rights reserved v2.1 Page 71
Default
✔Joined
✔Centralized
✔Decentralized
✔ Enterprise ✔ Pro
✔ Business Free
Member Guest
Prov. Member ✔Viewer
✔ SysAdmin
Group Admin
Internal
✔ External
Plan�Type
Op.
Mode
Plan User
Plan
Role
Plan
Align
User
Plan
*User Upgrades to Member, bypassing Provisional Member
Mastering USM
smartsheet@rollpointllc.com ©2025 Roll Point, LLC. All rights reserved v2.1 Page 72
Upgrade Provisional Member to Member
Mastering USM
Upgrade Provisional Member to Plan Member:
SysAdmin Upgrades Internal or External Provisional Member to Plan Member via USM True-Up
smartsheet@rollpointllc.com ©2025 Roll Point, LLC. All rights reserved v2.1 Page 73
✔ Default
✔Joined
✔Centralized
✔Decentralized
✔ Enterprise ✔ Pro
✔ Business Free
Member Guest
✔Prov. Member Viewer
✔ SysAdmin
Group Admin
✔ Internal
✔ External
Plan�Type
Op.
Mode
Plan User
Plan
Role
Plan
Align
User
Plan
Mastering USM
Upgrade Provisional Member to Plan Member:
SysAdmin Batch Upgrades Internal or External Provisional Members to Plan Member via USM True-Up
smartsheet@rollpointllc.com ©2025 Roll Point, LLC. All rights reserved v2.1 Page 74
✔ Default
✔Joined
✔Centralized
✔Decentralized
✔ Enterprise ✔ Pro
✔ Business Free
Member Guest
✔Prov. Member Viewer
✔ SysAdmin
Group Admin
✔ Internal
✔ External
Plan�Type
Op.
Mode
Plan User
Plan
Role
Plan
Align
User
Plan
Mastering USM
smartsheet@rollpointllc.com ©2025 Roll Point, LLC. All rights reserved v2.1 Page 75
Downgrade Actions
Mastering USM
smartsheet@rollpointllc.com ©2025 Roll Point, LLC. All rights reserved v2.1 Page 76
Downgrade Internal Member to Viewer
Mastering USM
Automatic Downgrade Internal Provisional Member to Viewer:
Provisional Member status auto-downgrades to Viewer @ NTURPC unless SysAdmin Upgrades to Member
smartsheet@rollpointllc.com ©2025 Roll Point, LLC. All rights reserved v2.1 Page 77
✔ Default
Joined
✔Centralized
✔Decentralized
✔ SysAdmin
Group Admin
✔ Enterprise ✔ Pro
✔ Business Free
Plan�Type
Op.
Mode
User
Plan
Plan
Role
4
1
Internal Viewer Performs iPMQA - Auto Upgraded to Plan Provisional Member
3
Downgrade Date Calculated ( {Earliest Plan NTURPC Date => 30 Days from Provisional Member Start Date})
Plan Setting - Auto Downgrade
2
Upgrade Logic: Upon 1st “Internal Provisional Member Level Qualifying Action (iPMQA)” User is upgraded to Internal Provisional Member:
Provisional Member Start Date | Plan NTURPC Dates | Auto Downgrade to Internal Viewer |
11/2/25 | 11/8/25 12/8/25 | 12/8/25 |
11/2/25 | 1/17/26 4/17/26 | 1/17/26 |
11/2/25 | 11/30/25 2/28/26 | 2/28/26 |
Auto Downgraded to Internal Viewer
5
Effective Permission Plan Assets = Viewer
Mastering USM
Manual Downgrade Internal Plan Member / Provisional Member to Viewer: Process Individual User - Admin Center
smartsheet@rollpointllc.com ©2025 Roll Point, LLC. All rights reserved v2.1 Page 78
✔ Default
Joined
✔Centralized
✔Decentralized
✔ SysAdmin
Group Admin
✔ Enterprise ✔ Pro
✔ Business Free
Plan�Type
Op.
Mode
User
Plan
Plan
Role
2
Search for User
3
Select User
4
Change Seat Type
5
Confirm Change
1
Copy User Email
Mastering USM
Manual Downgrade Internal Plan Member / Provisional Member to Viewer: Bulk Process Users - Admin Center
smartsheet@rollpointllc.com ©2025 Roll Point, LLC. All rights reserved v2.1 Page 79
1
Filter for Specific Seat Types-Domain-Activity
2
1st 2-200 Users - Select All / Some Filtered Users
3
Change Seat Type
4
Confirm Change
5
Next 2-200 Users - Repeat Steps 2, 3 & 4
✔ Default
Joined
✔Centralized
✔Decentralized
✔ SysAdmin
Group Admin
✔ Enterprise ✔ Pro
✔ Business Free
Plan�Type
Op.
Mode
User
Plan
Plan
Role
2
3
4
Mastering USM
Downgrade Internal Plan Member / Provisional Member to Viewer: Workspaces
smartsheet@rollpointllc.com ©2025 Roll Point, LLC. All rights reserved v2.1 Page 80
Plan�Type
Op.
Mode
✔ Enterprise ✔ Pro
✔ Business Free
✔ Centralized
Decentralized
Workspace | Owner | User | Plan | Share | Assigned Permission | Effective Permission |
CoBranded Projects | S | J | EP | U | E | E |
Employee Benefits | C | D | I | G | V | V |
Engineering Designs | C | D | I | G | E | E |
Eng - R798 Design | C | D | I | U | E | E |
J798 - My Designs | C | D | I | U | O | O |
J832 - Joint Product | S | J | EP | G | E | E |
New Products | C | D | I | G | A | A |
Workspace | Owner | User | Plan | Share | Assigned Permission | Effective Permission |
CoBranded Projects | S | J | EP | U | E | E |
Employee Benefits | C | D | I | G | V | V |
Engineering Designs | C | D | I | G | E | V |
Eng - R798 Design | C | D | I | U | E | V |
J798 - My Designs | C | D | I | U | O | V |
J832 - Joint Product | S | J | EP | G | E | E |
New Products | C | D | I | G | A | V |
✔ SysAdmin
Plan
Role
Mastering USM
Downgrade Internal Plan Member / Provisional Member to Viewer: Workspaces
smartsheet@rollpointllc.com ©2025 Roll Point, LLC. All rights reserved v2.1 Page 81
Centralized
✔Decentralized
Plan�Type
Op.
Mode
✔ Enterprise ✔ Pro
✔ Business Free
✔ SysAdmin
Plan
Role
Workspace | Owner | User | Plan | Share | Assigned Permission | Effective Permission |
CoBranded Projects | S | J | EP | U | E | E |
Corp - Supply Chain | S | J | I | G | V | E |
Employee Benefits | C | D | I | G | E | V |
Engineering Designs | C | D | I | G | E | E |
Eng - R798 Design | C | D | I | U | O | E |
J798 - My Designs | C | D | I | U | E | O |
J832 - Joint Product | S | J | EP | G | A | E |
New Products | C | D | I | G | E | A |
Workspace | Owner | User | Plan | Share | Assigned Permission | Effective Permission |
CoBranded Projects | S | J | EP | U | E | E |
Corp - Supply Chain | S | J | I | G | V | E |
Employee Benefits | C | D | I | G | E | V |
Engineering Designs | C | D | I | G | E | V |
Eng - R798 Design | C | D | I | U | O | V |
J798 - My Designs | C | D | I | U | E | V |
J832 - Joint Product | S | J | EP | G | A | E |
New Products | C | D | I | G | E | V |
Mastering USM
Downgrade Internal Plan Member / Provisional Member to Viewer: Sheets
smartsheet@rollpointllc.com ©2025 Roll Point, LLC. All rights reserved v2.1 Page 82
Plan�Type
Op.
Mode
✔ Enterprise ✔ Pro
✔ Business Free
✔ Centralized
Decentralized
Asset | Owner | User | Plan | Share | Assigned Permission | Effective Permission |
Approved Suppliers | S | J | EP | U | E | E |
Compliance Codes | C | D | I | G | E | E |
Intern Candidates | C | D | I | G | E | E |
Product Launches | C | D | I | U | A | A |
Regulatory Status | C | D | I | U | O | O |
Service Agreements | S | J | EP | G | V | V |
Asset | Owner | User | Plan | Share | Assigned Permission | Effective Permission |
Approved Suppliers | S | J | EP | U | E | E |
Compliance Codes | C | D | I | G | E | V |
Intern Candidates | C | D | I | G | E | V |
Product Launches | C | D | I | U | A | V |
Regulatory Status | C | D | I | U | O | V |
Service Agreements | S | J | EP | G | V | V |
✔ SysAdmin
Plan
Role
Mastering USM
Downgrade Internal Plan Member / Provisional Member to Viewer: Sheets
smartsheet@rollpointllc.com ©2025 Roll Point, LLC. All rights reserved v2.1 Page 83
Centralized
✔Decentralized
Plan�Type
Op.
Mode
✔ Enterprise ✔ Pro
✔ Business Free
✔ SysAdmin
Plan
Role
Asset | Owner | User | Plan | Share | Assigned Permission | Effective Permission |
Approved Suppliers | S | J | EP | U | E | E |
Compliance Codes | C | D | I | G | E | E |
Intern Candidates | C | D | I | G | E | E |
Product Launches | C | D | I | U | A | A |
Regulatory Status | C | D | I | U | O | O |
Service Agreements | S | J | EP | G | V | V |
Test Procedures | S | J | I | U | A | A |
Asset | Owner | User | Plan | Share | Assigned Permission | Effective Permission |
Approved Suppliers | S | J | EP | U | E | E |
Compliance Codes | C | D | I | G | E | V |
Intern Candidates | C | D | I | G | E | V |
Product Launches | C | D | I | U | A | V |
Regulatory Status | C | D | I | U | O | V |
Service Agreements | S | J | EP | G | V | V |
Test Procedures | S | J | I | U | A | A |
Mastering USM
Downgrade Internal Plan Member / Provisional Member to Viewer: WorkApps
smartsheet@rollpointllc.com ©2025 Roll Point, LLC. All rights reserved v2.1 Page 84
Plan�Type
Op.
Mode
✔ Enterprise Pro
✔ Business Free
✔ Centralized
Decentralized
Asset | Owner | User | Plan | Share | Assigned Permission | Effective Permission |
Construction Mgmt | C | D | I | G | EWA/ISA | EWA/ISA |
Meeting Mgmt | C | D | I | G | EWA/ISA | EWA/ISA |
Regulatory Filings | C | D | I | G | EWA/ISA | EWA/ISA |
Risk Analysis | C | D | I | U | EWA/ISA | EWA/ISA |
Asset | Owner | User | Plan | Share | Assigned Permission | Effective Permission |
Construction Mgmt | C | D | I | G | EWA/ISA | EWA/ISA |
Meeting Mgmt | C | D | I | G | EWA/ISA | EWA/ISA |
Regulatory Filings | C | D | I | G | EWA/ISA | EWA/ISA |
Risk Analysis | C | D | I | G | EWA/ISA | EWA/ISA |
✔ SysAdmin
Plan
Role
No Impact
Mastering USM
Downgrade Internal Plan Member / Provisional Member to Viewer: WorkApps
smartsheet@rollpointllc.com ©2025 Roll Point, LLC. All rights reserved v2.1 Page 85
Centralized
✔Decentralized
Plan�Type
Op.
Mode
✔ Enterprise Pro
✔ Business Free
✔ SysAdmin
Plan
Role
Asset | Owner | User | Plan | Share | Assigned Permission | Effective Permission |
Construction Mgmt | C | D | I | G | EWA/ISA | EWA/ISA |
Meeting Mgmt | C | D | I | G | EWA/ISA | EWA/ISA |
Regulatory Filings | C | D | I | G | EWA/ISA | EWA/ISA |
Risk Analysis | C | D | I | U | EWA/ISA | EWA/ISA |
Tax Analysis | S | J | I | G | EWA/ISA | EWA/ISA |
Asset | Owner | User | Plan | Share | Assigned Permission | Effective Permission |
Construction Mgmt | C | D | I | G | EWA/ISA | EWA/ISA |
Meeting Mgmt | C | D | I | G | EWA/ISA | EWA/ISA |
Regulatory Filings | C | D | I | G | EWA/ISA | EWA/ISA |
Risk Analysis | C | D | I | U | EWA/ISA | EWA/ISA |
Tax Analysis | S | J | I | G | EWA/ISA | EWA/ISA |
No Impact
Mastering USM
Downgrade Internal Plan Member / Provisional Member to Viewer: Dynamic Views
smartsheet@rollpointllc.com ©2025 Roll Point, LLC. All rights reserved v2.1 Page 86
Plan�Type
Op.
Mode
✔ Enterprise Pro
✔ Business Free
✔ Centralized
Decentralized
Asset | Owner | User | Plan | Share | Assigned Permission | Effective Permission |
IT Support Request | C | D | I | G | EDV/ISA | EDV/ISA |
Renew Service | C | D | I | U | EDV/ISA | EDV/ISA |
Store New Archive | C | D | I | G | EDV/ISA | EDV/ISA |
Water Analysis | C | D | I | DO | EDV/ISA | EDV/ISA |
Asset | Owner | User | Plan | Share | Assigned Permission | Effective Permission |
IT Support Request | C | D | I | G | EDV/ISA | EDV/ISA |
Renew Service | C | D | I | U | EDV/ISA | EDV/ISA |
Store New Archive | C | D | I | G | EDV/ISA | EDV/ISA |
Water Analysis | C | D | I | DO | EDV/ISA | EDV/ISA |
✔ SysAdmin
Plan
Role
No Impact
Mastering USM
Downgrade Internal Plan Member / Provisional Member to Viewer: Dynamic Views
smartsheet@rollpointllc.com ©2025 Roll Point, LLC. All rights reserved v2.1 Page 87
Centralized
✔Decentralized
Plan�Type
Op.
Mode
✔ Enterprise Pro
✔ Business Free
✔ SysAdmin
Plan
Role
Asset | Owner | User | Plan | Share | Assigned Permission | Effective Permission |
Engineer ReCert | S | J | I | G | EDV/ISA | EDV/ISA |
IT Support Request | C | D | I | G | EDV/ISA | EDV/ISA |
Renew Service | C | D | I | U | EDV/ISA | EDV/ISA |
Store New Archive | C | D | I | G | EDV/ISA | EDV/ISA |
Water Analysis | C | D | I | DO | EDV/ISA | EDV/ISA |
Asset | Owner | User | Plan | Share | Assigned Permission | Effective Permission |
Engineer ReCert | S | J | I | G | EDV/ISA | EDV/ISA |
IT Support Request | C | D | I | G | EDV/ISA | EDV/ISA |
Renew Service | C | D | I | U | EDV/ISA | EDV/ISA |
Store New Archive | C | D | I | G | EDV/ISA | EDV/ISA |
Water Analysis | C | D | I | DO | EDV/ISA | EDV/ISA |
No Impact
Mastering USM
Downgrade Internal Plan Member / Provisional Member to Viewer: Groups
smartsheet@rollpointllc.com ©2025 Roll Point, LLC. All rights reserved v2.1 Page 88
Plan�Type
Op.
Mode
✔ Enterprise ✔ Pro
✔ Business Free
✔ Centralized
Decentralized
Group Memberships | Owner | User | Plan | Role |
Directors | C | D | I | M |
Engineering | C | D | I | M |
FTE | C | D | I | M |
QA Engineering | C | D | I | M |
R&D | C | D | I | M |
Sr. Engineers | C | D | I | M |
Group Memberships | Owner | User | Plan | Role |
Directors | C | D | I | M |
Engineering | C | D | I | M |
FTE | C | D | I | M |
QA Engineering | C | D | I | M |
R&D | C | D | I | M |
Sr. Engineers | C | D | I | M |
✔ SysAdmin
Plan
Role
No Impact
Mastering USM
Downgrade Internal Plan Member / Provisional Member to Viewer: Groups
smartsheet@rollpointllc.com ©2025 Roll Point, LLC. All rights reserved v2.1 Page 89
Centralized
✔Decentralized
Plan�Type
Op.
Mode
✔ Enterprise ✔ Pro
✔ Business Free
✔ SysAdmin
Plan
Role
Group Memberships | Owner | User | Plan | Role |
Directors | C | D | I | M |
Engineering | C | D | I | M |
FTE | C | D | I | M |
J798 Team | S | J | I | M |
QA Engineering | C | D | I | M |
R&D | C | D | I | M |
Sr. Engineers | C | D | I | M |
Group Memberships | Owner | User | Plan | Role |
Directors | C | D | I | M |
Engineering | C | D | I | M |
FTE | C | D | I | M |
J798 Team | S | J | I | M |
QA Engineering | C | D | I | M |
R&D | C | D | I | M |
Sr. Engineers | C | D | I | M |
No Impact
Mastering USM
Downgrade Internal Plan Member / Provisional Member to Viewer: API Tokens
smartsheet@rollpointllc.com ©2025 Roll Point, LLC. All rights reserved v2.1 Page 90
Plan�Type
Op.
Mode
✔ Enterprise ✔ Pro
✔ Business Free
✔Centralized
✔Decentralized
API Token Name | Owner | Plan | Role |
Finance App Int | C | I | M |
BI Tool | C | I | M |
API Token Name | Owner | Plan | Role |
Finance App Int | C | I | RAP |
BI Tool | C | I | RAP |
User
Plan
✔ Default
Joined
✔ SysAdmin
Plan
Role
Mastering USM
Downgrade Internal Plan Member / Provisional Member to Viewer: Group Admin
smartsheet@rollpointllc.com ©2025 Roll Point, LLC. All rights reserved v2.1 Page 91
Groups Owned | Owner | Plan | Role |
Accts Payable | C | I | M |
Accts Receivable | C | I | M |
Credit Dept | C | I | M |
Finance Consult | C | I | M |
Procurement | C | I | M |
Vendors | C | I | M |
Groups Transferred | Owner | Plan | Role |
Accts Payable | C | I | RGO |
Accts Receivable | C | I | RGO |
Credit Dept | C | I | RGO |
Finance Consult | C | I | RGO |
Procurement | C | I | RGO |
Vendors | C | I | RGO |
Plan�Type
Op.
Mode
✔ Enterprise ✔ Pro
✔ Business Free
✔Centralized
✔Decentralized
User
Plan
✔ Default
Joined
✔ SysAdmin
Plan
Role
Mastering USM
Downgrade Internal Plan Member / Provisional Member to Viewer: Plan Asset Admin
smartsheet@rollpointllc.com ©2025 Roll Point, LLC. All rights reserved v2.1 Page 92
Function | Owner | Plan | Role |
Plan Asset Admin | C | I | M |
Function | Owner | Plan | Role |
Plan Asset Admin | C | I | RPA |
Plan�Type
Op.
Mode
✔ Enterprise ✔ Pro
✔ Business Free
✔Centralized
✔Decentralized
User
Plan
✔ Default
Joined
✔ SysAdmin
Plan
Role
Mastering USM
Downgrade Internal Plan Member / Provisional Member to Viewer: System Admin
smartsheet@rollpointllc.com ©2025 Roll Point, LLC. All rights reserved v2.1 Page 93
Function | Owner | Plan | Role |
System Admin | C | I | M |
Function | Owner | Plan | Role |
System Admin | C | I | V |
Plan�Type
Op.
Mode
✔ Enterprise ✔ Pro
✔ Business Free
✔Centralized
✔Decentralized
User
Plan
✔ Default
Joined
✔ SysAdmin
Plan
Role
Mastering USM
Downgrade Internal Plan Member / Provisional Member to Viewer: Data Egress
smartsheet@rollpointllc.com ©2025 Roll Point, LLC. All rights reserved v2.1 Page 94
Plan�Type
Op.
Mode
✔ Enterprise Pro
Business Free
✔ Centralized
Decentralized
Group Memberships | Owner | User | Plan | Seat Type |
FTE | C | D | I | M |
J832 Joint Team | C | D | I | M |
Group Memberships | Owner | User | Plan | Seat Type |
FTE | C | D | I | V |
J832 Joint Team | C | D | I | V |
✔ SysAdmin
Plan
Role
Seat Type Viewer cannot perform any Data Egress actions independent of plan Data Egress policy(s)
Mastering USM
Downgrade Internal Plan Member / Provisional Member to Viewer: Data Egress
smartsheet@rollpointllc.com ©2025 Roll Point, LLC. All rights reserved v2.1 Page 95
Centralized
✔Decentralized
Plan�Type
Op.
Mode
✔ Enterprise Pro
Business Free
✔ SysAdmin
Plan
Role
Group Memberships | Owner | User | Plan | Seat Type |
FTE | C | D | I | M |
IXC Vendors | S | J | I | M |
J832 Joint Team | C | D | I | M |
Group Memberships | Owner | User | Plan | Seat Type |
FTE | C | D | I | V |
IXC Vendors | S | J | I | M |
J832 Joint Team | C | D | I | V |
Seat Type Viewer cannot perform any Data Egress actions independent of plan Data Egress policy(s)
Mastering USM
Downgrade Internal Plan Member / Provisional Member to Viewer: Data Retention
smartsheet@rollpointllc.com ©2025 Roll Point, LLC. All rights reserved v2.1 Page 96
Group Memberships | Owner | User | Plan | Role |
Data Retention | C | D | I | M |
J832 Joint Team | C | D | I | M |
Group Memberships | Owner | User | Plan | Role | Policy Monitored Sheets |
Data Retention | C | D | I | M | UPA |
J832 Joint Team | C | D | I | M | UPA |
Data Retention
Policy - Inclusion Group(s)
Plan�Type
Op.
Mode
✔ Enterprise ✔ Pro
✔ Business Free
✔Centralized
✔Decentralized
User
Plan
✔ Default
Joined
✔ SysAdmin
Plan
Role
Data Retention
Policy - Inclusion Group(s)
Mastering USM
smartsheet@rollpointllc.com ©2025 Roll Point, LLC. All rights reserved v2.1 Page 97
Downgrade External Member to Guest
Mastering USM
Automatic Downgrade External Provisional Member to Guest:
Provisional Member status auto-downgrades to Guest @ NTURPC unless SysAdmin Upgrades to Member
smartsheet@rollpointllc.com ©2025 Roll Point, LLC. All rights reserved v2.1 Page 98
✔ Default
Joined
✔Centralized
✔Decentralized
✔ SysAdmin
Group Admin
✔ Enterprise Pro
✔ Business Free
Plan�Type
Op.
Mode
User
Plan
Plan
Role
4
1
3
Downgrade Date Calculated ( {Earliest Plan NTURPC Date => 30 Days from Provisional Member Start Date})
Plan Setting - Auto Downgrade
Provisional Member Start Date | Plan NTURPC Dates | Auto Downgrade to Guest |
11/2/25 | 11/8/25 12/8/25 | 12/8/25 |
11/2/25 | 1/17/26 4/17/26 | 1/17/26 |
11/2/25 | 11/30/25 2/28/26 | 2/28/26 |
Auto Downgraded to Guest
5
Effective Permission Plan Assets = Editor Can Share
External Viewer Performs ePMQA - Auto Upgraded to Plan Provisional Member
2
Post transition Logic: Upon 1st “External Provisional Member Level Qualifying Action (ePMQA)” User is upgraded to External Provisional Member:
Mastering USM
Downgrade External Plan Member / Provisional Member to Guest: Process Individual User - Admin Center
smartsheet@rollpointllc.com ©2025 Roll Point, LLC. All rights reserved v2.1 Page 99
✔ Default
Joined
✔Centralized
✔Decentralized
✔ SysAdmin
Group Admin
✔ Enterprise Pro
✔ Business Free
Plan�Type
Op.
Mode
User
Plan
Plan
Role
2
Search for User
3
Select User
4
Change Seat Type
5
Confirm Change
1
Copy User Email
Mastering USM
Downgrade External Plan Member / Provisional Member to Guest: Bulk Process Users - Admin Center
smartsheet@rollpointllc.com ©2025 Roll Point, LLC. All rights reserved v2.1 Page 100
1
Filter for Specific Seat Types-Domain-Activity
2
1st 2-200 Users - Select All / Some Filtered Users
3
Change Seat Type
4
Confirm Change
5
Next 2-200 Users - Repeat Steps 2, 3 & 4
✔ Default
Joined
✔Centralized
✔Decentralized
✔ SysAdmin
Group Admin
✔ Enterprise Pro
✔ Business Free
Plan�Type
Op.
Mode
User
Plan
Plan
Role
2
3
4
Mastering USM
Downgrade External Plan Member / Provisional Member to Guest: Workspaces
smartsheet@rollpointllc.com ©2025 Roll Point, LLC. All rights reserved v2.1 Page 101
✔Centralized
✔Decentralized
Plan�Type
Op.
Mode
✔ Enterprise Pro
✔ Business Free
Workspace | Owner | User | Plan | Share | Assigned Permission | Effective Permission |
CoBranded Projects | S | D | I | U | A | A |
Employee Benefits | C | J | EP | G | E-S | E-S |
Engineering Designs | C | J | EP | G | E+S | E+S |
Eng - R798 Design | C | J | EP | U | E+S | E+S |
J798 - My Designs | C | J | EP | U | CO | CO |
New Products | C | J | EP | G | E-S | E-S |
User
Plan
Default
✔Joined
✔ SysAdmin
Plan
Role
Workspace | Owner | User | Plan | Share | Assigned Permission | Effective Permission |
CoBranded Projects | S | D | I | U | A | E+S |
Employee Benefits | C | J | EP | G | E-S | E-S |
Engineering Designs | C | J | EP | G | E+S | E+S |
Eng - R798 Design | C | J | EP | U | E+S | E+S |
J798 - My Designs | C | J | EP | U | CO | CO |
New Products | C | J | EP | G | E-S | E-S |
Mastering USM
Downgrade External Plan Member / Provisional Member to Guest: Sheets
smartsheet@rollpointllc.com ©2025 Roll Point, LLC. All rights reserved v2.1 Page 102
✔Centralized
✔Decentralized
Asset | Owner | User | Plan | Share | Assigned Permission | Effective Permission |
Approved Suppliers | C | J | EP | G | A | A |
Compliance Codes | C | J | EP | G | E+S | E+S |
Intern Candidates | C | J | EP | G | E+S | E-S |
Product Launches | C | J | EP | U | A | A |
Regulatory Status | C | J | EP | U | E+S | E+S |
Service Agreements | S | D | I | G | A | E+S |
Plan�Type
Op.
Mode
✔ Enterprise Pro
✔ Business Free
User
Plan
Default
✔Joined
✔ SysAdmin
Plan
Role
Asset | Owner | User | Plan | Share | Assigned Permission | Effective Permission |
Approved Suppliers | C | J | EP | G | A | A |
Compliance Codes | C | J | EP | G | E+S | E+S |
Intern Candidates | C | J | EP | G | E+S | E+S |
Product Launches | C | J | EP | U | A | A |
Regulatory Status | C | J | EP | U | E+S | E+S |
Service Agreements | S | D | I | G | A | E+S |
Mastering USM
Downgrade External Plan Member / Provisional Member to Guest: WorkApps
smartsheet@rollpointllc.com ©2025 Roll Point, LLC. All rights reserved v2.1 Page 103
✔Centralized
✔Decentralized
Asset | Owner | User | Plan | Share | Assigned Permission | Effective Permission |
Construction Mgmt | C | J | EP | G | E+S | E+S |
Meeting Mgmt | C | J | EP | G | E-S | E-S |
Regulatory Filings | C | J | EP | G | E-S | E-S |
Risk Analysis | C | J | EP | U | E-S | E-S |
Plan�Type
Op.
Mode
✔ Enterprise Pro
✔ Business Free
User
Plan
Default
✔Joined
✔ SysAdmin
Plan
Role
Asset | Owner | User | Plan | Share | Assigned Permission | Effective Permission |
Construction Mgmt | C | J | EP | G | E+S | E+S |
Meeting Mgmt | C | J | EP | G | E-S | E-S |
Regulatory Filings | C | J | EP | G | E-S | E-S |
Risk Analysis | C | J | EP | U | E-S | E-S |
Mastering USM
Downgrade External Plan Member / Provisional Member to Guest: Dynamic Views
smartsheet@rollpointllc.com ©2025 Roll Point, LLC. All rights reserved v2.1 Page 104
✔Centralized
✔Decentralized
Asset | Owner | User | Plan | Share | Assigned Permission | Effective Permission |
IT Support Request | C | J | EP | G | C | C |
Renew Service | C | J | EP | U | E-S | E-S |
Store New Archive | C | J | EP | G | E+S | E+S |
Water Analysis | C | J | EP | U | E-S | E-S |
Plan�Type
Op.
Mode
✔ Enterprise Pro
✔ Business Free
User
Plan
Default
✔Joined
Asset | Owner | User | Plan | Share | Assigned Permission | Effective Permission |
IT Support Request | C | J | EP | G | C | C |
Renew Service | C | J | EP | U | E-S | E-S |
Store New Archive | C | J | EP | G | E+S | E+S |
Water Analysis | C | J | EP | U | E-S | E-S |
✔ SysAdmin
Plan
Role
Mastering USM
Downgrade External Plan Member / Provisional Member to Guest: Groups
smartsheet@rollpointllc.com ©2025 Roll Point, LLC. All rights reserved v2.1 Page 105
✔Centralized
✔Decentralized
Group Memberships | Owner | User | Plan | Role |
Adjunct Research | C | J | EP | M |
CAD Review | C | J | EP | M |
Core Standards | C | J | EP | M |
Plan�Type
Op.
Mode
✔ Enterprise Pro
✔ Business Free
User
Plan
Default
✔Joined
✔ SysAdmin
Plan
Role
No Impact
Group Memberships | Owner | User | Plan | Role |
Adjunct Research | C | J | EP | M |
CAD Review | C | J | EP | M |
Core Standards | C | J | EP | M |
Mastering USM
Downgrade External Plan Member / Provisional Member to Guest: Data Egress
smartsheet@rollpointllc.com ©2025 Roll Point, LLC. All rights reserved v2.1 Page 106
Group Memberships | Owner | User | Plan | Role | GHP |
Adjunct Research | C | J | EP | M | E+S |
Plan�Type
Op.
Mode
✔ Enterprise Pro
✔ Business Free
✔Centralized
✔Decentralized
User
Plan
Default
✔Joined
Group Memberships | Owner | User | Plan | Role | GHP |
Adjunct Research | C | J | EP | M | E+S |
✔ SysAdmin
Plan
Role
No Impact
Mastering USM
Downgrade External Plan Member / Provisional Member to Guest:
USM Seat Type Report Result - User Downgrade Modifications Included RGE+S
smartsheet@rollpointllc.com ©2025 Roll Point, LLC. All rights reserved v2.1 Page 107
Plan�Type
Op.
Mode
✔ Enterprise Pro
✔ Business Free
✔Centralized
✔Decentralized
User
Plan
Default
✔Joined
✔ SysAdmin
Plan
Role
1
2
3
Action Results
Mastering USM
Downgrade External Plan Member / Provisional Member to Guest:
API Tokens, Group Admin, Plan Asset Admin, SysAdmin, Data Retention
smartsheet@rollpointllc.com ©2025 Roll Point, LLC. All rights reserved v2.1 Page 108
Plan�Type
Op.
Mode
✔ Enterprise Pro
✔ Business Free
✔Centralized
✔Decentralized
User
Plan
Default
✔Joined
✔ SysAdmin
Plan
Role
Mastering USM
smartsheet@rollpointllc.com ©2025 Roll Point, LLC. All rights reserved v2.1 Page 109
Downgrade External Member to Viewer
Mastering USM
Automatic Downgrade External Provisional Member to Viewer:
Provisional Member status auto-downgrades to Viewer @ NTURPC unless SysAdmin Upgrades to Member
smartsheet@rollpointllc.com ©2025 Roll Point, LLC. All rights reserved v2.1 Page 110
✔ Default
Joined
✔Centralized
✔Decentralized
✔ SysAdmin
Group Admin
Enterprise ✔ Pro
Business Free
Plan�Type
Op.
Mode
User
Plan
Plan
Role
4
1
External Viewer Performs ePMQA - Auto Upgraded to Plan Provisional Member
3
Downgrade Date Calculated ( {Earliest Plan NTURPC Date => 30 Days from Provisional Member Start Date})
Plan Setting - Auto Downgrade
2
Provisional Member Start Date | Plan NTURPC Dates | Auto Downgrade to External Viewer |
11/2/25 | 11/8/25 12/8/25 | 12/8/25 |
11/2/25 | 1/17/26 4/17/26 | 1/17/26 |
11/2/25 | 11/30/25 2/28/26 | 2/28/26 |
Auto Downgraded to External Viewer
5
Effective Permission Plan Assets = Viewer
Post transition Logic: Upon 1st “External Provisional Member Level Qualifying Action (ePMQA)” User is upgraded to External Provisional Member:
Mastering USM
Downgrade External Plan Member / Provisional Member to Viewer: Process Individual User - Admin Center
smartsheet@rollpointllc.com ©2025 Roll Point, LLC. All rights reserved v2.1 Page 111
✔ Default
Joined
✔Centralized
✔Decentralized
✔ SysAdmin
Group Admin
User
Plan
Plan
Role
2
Search for User
3
Select User
4
Change Seat Type
5
Confirm Change
1
Copy User Email
✔ Enterprise ✔Pro
✔ Business Free
Plan�Type
Op.
Mode
Mastering USM
Downgrade External Plan Member / Provisional Member to Viewer:
Bulk Process Users - Admin Center
smartsheet@rollpointllc.com ©2025 Roll Point, LLC. All rights reserved v2.1 Page 112
1
Filter for Specific Seat Types-Domain-Activity
2
1st 2-200 Users - Select All / Some Filtered Users
3
Change Seat Type
4
Confirm Change
5
Next 2-200 Users - Repeat Steps 2, 3 & 4
✔ Default
Joined
✔Centralized
✔Decentralized
✔ SysAdmin
Group Admin
✔ Enterprise ✔Pro
✔ Business Free
Plan�Type
Op.
Mode
User
Plan
Plan
Role
2
3
4
Mastering USM
Downgrade External Plan Member / Provisional Member to Viewer: Workspaces
smartsheet@rollpointllc.com ©2025 Roll Point, LLC. All rights reserved v2.1 Page 113
Workspace | Owner | User | Plan | Share | Permission |
CoBranded Projects | S | D | I | U | E+S |
Employee Benefits | C | J | EP | G | V |
Engineering Designs | C | J | EP | G | E-S |
Eng - R798 Design | C | J | EP | U | E+S |
J798 - My Designs | C | J | EP | U | A |
J832 - Joint Product | S | D | I | G | E+S |
New Products | C | J | EP | G | A |
Plan�Type
Op.
Mode
✔ Enterprise ✔Pro
✔ Business Free
✔Centralized
✔ Decentralized
User
Plan
Default
✔Joined
Workspace | Owner | User | Plan | Share | Permission |
CoBranded Projects | S | D | I | U | E+S |
Employee Benefits | C | J | EP | G | V |
Engineering Designs | C | J | EP | RG | R |
Eng - R798 Design | C | J | EP | U | V |
J798 - My Designs | C | J | EP | U | V |
J832 - Joint Product | S | J | I | G | E+S |
New Products | C | J | EP | RG | R |
✔ SysAdmin
Plan
Role
Mastering USM
Downgrade External Plan Member / Provisional Member to Viewer: Workspaces
smartsheet@rollpointllc.com ©2025 Roll Point, LLC. All rights reserved v2.1 Page 114
✔Centralized
✔Decentralized
Plan�Type
Op.
Mode
✔ Enterprise Pro
✔ Business Free
Workspace | Owner | User | Plan | Share | Assigned Permission | Effective Permission |
CoBranded Projects | S | D | I | U | A | A |
Employee Benefits | C | J | EP | G | E-S | E-S |
Engineering Designs | C | J | EP | G | E+S | E+S |
Eng - R798 Design | C | J | EP | U | E+S | E+S |
J798 - My Designs | C | J | EP | U | CO | CO |
New Products | C | J | EP | G | E-S | E-S |
User
Plan
Default
✔Joined
✔ SysAdmin
Plan
Role
Workspace | Owner | User | Plan | Share | Assigned Permission | Effective Permission |
CoBranded Projects | S | D | I | U | A | E+S |
Employee Benefits | C | J | EP | G | E-S | E-S |
Engineering Designs | C | J | EP | G | E+S | E+S |
Eng - R798 Design | C | J | EP | U | E+S | E+S |
J798 - My Designs | C | J | EP | U | CO | CO |
New Products | C | J | EP | G | E-S | E-S |
Mastering USM
Downgrade External Plan Member / Provisional Member to Viewer: Sheets
smartsheet@rollpointllc.com ©2025 Roll Point, LLC. All rights reserved v2.1 Page 115
✔Centralized
✔Decentralized
Asset | Owner | User | Plan | Share | Assigned Permission | Effective Permission |
Approved Suppliers | C | J | EP | G | A | A |
Compliance Codes | C | J | EP | G | E+S | E+S |
Intern Candidates | C | J | EP | G | E+S | E-S |
Product Launches | C | J | EP | U | A | A |
Regulatory Status | C | J | EP | U | E+S | E+S |
Service Agreements | S | D | I | G | A | E+S |
Plan�Type
Op.
Mode
✔ Enterprise Pro
✔ Business Free
User
Plan
Default
✔Joined
✔ SysAdmin
Plan
Role
Asset | Owner | User | Plan | Share | Assigned Permission | Effective Permission |
Approved Suppliers | C | J | EP | G | A | A |
Compliance Codes | C | J | EP | G | E+S | E+S |
Intern Candidates | C | J | EP | G | E+S | E+S |
Product Launches | C | J | EP | U | A | A |
Regulatory Status | C | J | EP | U | E+S | E+S |
Service Agreements | S | D | I | G | A | E+S |
Mastering USM
Downgrade External Plan Member / Provisional Member to Viewer: WorkApps
smartsheet@rollpointllc.com ©2025 Roll Point, LLC. All rights reserved v2.1 Page 116
✔Centralized
✔Decentralized
Asset | Owner | User | Plan | Share | Assigned Permission | Effective Permission |
Construction Mgmt | C | J | EP | G | E+S | E+S |
Meeting Mgmt | C | J | EP | G | E-S | E-S |
Regulatory Filings | C | J | EP | G | E-S | E-S |
Risk Analysis | C | J | EP | U | E-S | E-S |
Plan�Type
Op.
Mode
✔ Enterprise Pro
✔ Business Free
User
Plan
Default
✔Joined
✔ SysAdmin
Plan
Role
Asset | Owner | User | Plan | Share | Assigned Permission | Effective Permission |
Construction Mgmt | C | J | EP | G | E+S | E+S |
Meeting Mgmt | C | J | EP | G | E-S | E-S |
Regulatory Filings | C | J | EP | G | E-S | E-S |
Risk Analysis | C | J | EP | U | E-S | E-S |
Mastering USM
Downgrade External Plan Member / Provisional Member to Viewer: Dynamic Views
smartsheet@rollpointllc.com ©2025 Roll Point, LLC. All rights reserved v2.1 Page 117
✔Centralized
✔Decentralized
Asset | Owner | User | Plan | Share | Assigned Permission | Effective Permission |
IT Support Request | C | J | EP | G | C | C |
Renew Service | C | J | EP | U | E-S | E-S |
Store New Archive | C | J | EP | G | E+S | E+S |
Water Analysis | C | J | EP | U | E-S | E-S |
Plan�Type
Op.
Mode
✔ Enterprise Pro
✔ Business Free
User
Plan
Default
✔Joined
Asset | Owner | User | Plan | Share | Assigned Permission | Effective Permission |
IT Support Request | C | J | EP | G | C | C |
Renew Service | C | J | EP | U | E-S | E-S |
Store New Archive | C | J | EP | G | E+S | E+S |
Water Analysis | C | J | EP | U | E-S | E-S |
✔ SysAdmin
Plan
Role
Mastering USM
Downgrade External Plan Member / Provisional Member to Viewer: Groups
smartsheet@rollpointllc.com ©2025 Roll Point, LLC. All rights reserved v2.1 Page 118
✔Centralized
✔Decentralized
Group Memberships | Owner | User | Plan | Role |
Adjunct Research | C | J | EP | M |
CAD Review | C | J | EP | M |
Core Standards | C | J | EP | M |
Plan�Type
Op.
Mode
✔ Enterprise Pro
✔ Business Free
User
Plan
Default
✔Joined
✔ SysAdmin
Plan
Role
No Impact
Group Memberships | Owner | User | Plan | Role |
Adjunct Research | C | J | EP | M |
CAD Review | C | J | EP | M |
Core Standards | C | J | EP | M |
Mastering USM
Downgrade External Plan Member / Provisional Member to Viewer:
Data Egress
smartsheet@rollpointllc.com ©2025 Roll Point, LLC. All rights reserved v2.1 Page 119
Group Memberships | Owner | User | Plan | Role | GHP |
Adjunct Research | C | J | EP | M | E+S |
Plan�Type
Op.
Mode
✔ Enterprise Pro
✔ Business Free
✔Centralized
✔Decentralized
User
Plan
Default
✔Joined
Group Memberships | Owner | User | Plan | Role | GHP |
Adjunct Research | C | J | EP | M | E+S |
✔ SysAdmin
Plan
Role
No Impact
Mastering USM
Downgrade External Plan Member / Provisional Member to Viewer:
USM Seat Type Report Result - User Downgrade Modifications Included RGE+S
smartsheet@rollpointllc.com ©2025 Roll Point, LLC. All rights reserved v2.1 Page 120
Plan�Type
Op.
Mode
✔ Enterprise Pro
✔ Business Free
✔Centralized
✔Decentralized
User
Plan
Default
✔Joined
✔ SysAdmin
Plan
Role
1
2
3
Action Results
Mastering USM
Downgrade External Plan Member / Provisional Member to Guest:
API Tokens, Group Admin, Plan Asset Admin, SysAdmin, Data Retention
smartsheet@rollpointllc.com ©2025 Roll Point, LLC. All rights reserved v2.1 Page 121
Plan�Type
Op.
Mode
✔ Enterprise Pro
✔ Business Free
✔Centralized
✔Decentralized
User
Plan
Default
✔Joined
✔ SysAdmin
Plan
Role
Mastering USM
smartsheet@rollpointllc.com ©2025 Roll Point, LLC. All rights reserved v2.1 Page 122
Remove User
Mastering USM
Smartsheet User Attributes:
USM Overview - Remove User Methods
smartsheet@rollpointllc.com ©2025 Roll Point, LLC. All rights reserved v2.1 Page 123
| Smartsheet Access | License | Shared To Plan Assets | User Mgmt | Created Assets | Groups Owned | Eligible USM Seat Types |
Remove User | Converted to Free Plan, no Authentication or Collaboration Controls | Member Status Retained | Sharing Removed | Removed | Transferred | Optionally Transferred | |
Deactivate User | User Cannot Access Smartsheet | Member Status Removed | Sharing Retained | Removed | Ownership Retained (separate transfer option) | Ownership Retained (separate transfer option) | |
Downgrade User - No Access | Retain Plan Membership & Plan Authentication Control | Member Status Removed | Sharing Removed | Retained | Access Removed | TBD |
Mastering USM
Remove Internal Member / Provisional Member / Viewer:
Plan SysAdmin Removes User
smartsheet@rollpointllc.com ©2025 Roll Point, LLC. All rights reserved v2.1 Page 124
✔Centralized
✔Decentralized
✔ Enterprise ✔ Pro
✔ Business Free
✔ Member Guest
✔ Prov. Member Viewer
✔ SysAdmin
Group Admin
✔ Internal
External
✔ Default
Joined
Plan�Type
Op.
Mode
Plan User
Plan
Role
Plan
Align
User
Plan
Mastering USM
Deactivate Internal Member / Provisional Member / Viewer:
Plan SysAdmin Deactivates User
smartsheet@rollpointllc.com ©2025 Roll Point, LLC. All rights reserved v2.1 Page 125
✔Centralized
✔Decentralized
✔ Enterprise ✔ Pro
✔ Business Free
✔ Member Guest
✔ Prov. Member Viewer
✔ SysAdmin
Group Admin
✔ Internal
External
✔ Default
Joined
Plan�Type
Op.
Mode
Plan User
Plan
Role
Plan
Align
User
Plan
Deactivate User supports Plan Users
Mastering USM
No Access Internal Member / Provisional Member / Viewer:
Plan SysAdmin Downgrades User to No Access
smartsheet@rollpointllc.com ©2025 Roll Point, LLC. All rights reserved v2.1 Page 126
✔Centralized
✔Decentralized
✔ Enterprise ✔ Pro
✔ Business Free
✔ Member Guest
✔ Prov. Member Viewer
✔ SysAdmin
Group Admin
✔ Internal
External
✔ Default
Joined
Plan�Type
Op.
Mode
Plan User
Plan
Role
Plan
Align
User
Plan
Mastering USM
smartsheet@rollpointllc.com ©2025 Roll Point, LLC. All rights reserved v2.1 Page 127
Smartsheet Reports
Mastering USM
Smartsheet Seat Type Report:
USM Overview - Seat Type Report
smartsheet@rollpointllc.com ©2025 Roll Point, LLC. All rights reserved v2.1 Page 128
Report Developed for USM - Report is primary source of information for reviewing all plan USM Seat Types status and activity metrics
Mastering USM
Smartsheet Sheet Access Report:
USM Overview - Sheet Access Report
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Report Function Unmodified for USM - Key Source for Plan Assets Shared To Activity Permission Levels
Mastering USM
Smartsheet Alternate Sheet Access Report:
USM Overview - Alternate Sheet Access Report
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Report Function Unmodified for USM - Key Source for Plan Assets Shared To Activity Permission Levels
Mastering USM
Smartsheet Bulk Update Basic Permissions Function:
USM Overview - Bulk Update Basic Permissions
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Report Function Unmodified for USM - NOTE: Using function to modify permissions will negatively impact USM
Mastering USM
Smartsheet Import Users Function:
USM Overview - Import Users Function
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Report Function Unmodified for USM- NOTE: Using function to modify permissions will negatively impact USM
Mastering USM
Smartsheet User List Report:
USM Overview - User List Report
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Report Function Unmodified for USM
Mastering USM
Smartsheet Published Items Report:
USM Overview - Published Items Report
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Report Function Unmodified for USM
Mastering USM
Smartsheet Login History Report:
USM Overview - Login History Report
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Report Function Unmodified for USM
Mastering USM
Smartsheet Revoke Access to Items:
USM Overview - Revoke Access to Items Function
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Function replaced by USM Admin Center “Change Seat Type - No Access”
Mastering USM
Smartsheet User Management Function:
USM Overview - User Management Function
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Function unmodified for USM- NOTE: Using function to modify user settings could negatively impact USM
Mastering USM
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Smartsheet Groups USM Architecture
Mastering USM
Smartsheet Group Architecture:
USM Smartsheet Group Sharing Impacts - Groups Setting = All Users
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*Internal Viewer Upgrade Logic: Upon 1st “Internal Provisional Member Qualifying Action (iPMQA)” User is upgraded to Internal Provisional Member:
External Viewer Upgrade Logic: Upon 1st “Guest Level Action (GLA)” User is modified to Seat Type Guest:
*External Viewer / Guest Upgrade Logic: Upon 1st “External Provisional Member Qualifying Action (ePMQA)” User is upgraded to External Provisional Member:
*Prerequisite: User has not been previously downgraded from Plan Provisional Member / Member
Mastering USM
Smartsheet Group Architecture:
USM Smartsheet Group Sharing Impacts - Groups Setting = Plan Users
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*Internal Viewer Upgrade Logic: Upon 1st “Internal Provisional Member Qualifying Action (iPMQA)” User is upgraded to Internal Provisional Member:
*Prerequisite: User has not been previously downgraded from Plan Provisional Member / Member
Mastering USM
Smartsheet Group Architecture:
USM Downgrade Member to Viewer: Group Membership Impacts - Groups Setting = All Users
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Mastering USM
Smartsheet Group Architecture:
USM Downgrade Internal Member to Viewer: Group Membership Impacts - Groups Setting = Plan Users
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Mastering USM
Smartsheet Group Architecture:
USM Downgrade External Member to Guest: Group Membership Impacts - Groups Setting = All Users
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Mastering USM
Smartsheet Group Architecture:
USM Downgrade Internal / External Member to No Access: Group Membership Impacts - Groups Setting = All Users
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Mastering USM
Smartsheet Group Architecture:
USM Downgrade Internal Member to No Access: Group Membership Impacts - Groups Setting = Plan Users
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Mastering USM
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USM True Up
Mastering USM
Qualifying Actions - Internal Member Level Actions (iPMQA):
Prerequisite Internal Viewer has not been previously downgraded from Plan Provisional Member / Member
Detailed List of Actions Upgrading a Plan Internal Viewer to a Provisional Member Seat Type
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Qualifying Actions (iPMQA) | Downgrade Options |
Comment on a Plan core asset |
|
Edit a Plan core asset |
|
Create a Plan core asset |
|
Modify Sharing Permissions for a Plan Core Asset |
|
Approve permission requests for a Plan sheet, dashboard, workspace, or collection |
|
Delete a Plan sheet, dashboard, workspace, or collection |
|
✔Centralized
✔Decentralized
✔ Enterprise ✔Pro
✔ Business Free
✔ Internal
External
Member Guest
Prov. Member ✔Viewer
Plan�Type
Op.
Mode
Plan User
Plan
Align
Mastering USM
Non Qualifying Actions - Internal Member Level Actions (iPMQA):
Detailed List of Actions Not Upgrading a Plan Internal Viewer to a Provisional Member Seat Type
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Non Qualifying Actions (iPMQA) |
Rename Plan Core Asset - (Workspace, Sheet, Report, Dashboard, Collection) |
Modify Permissions for a Plan Content File in a File Library |
Approve permission requests for a Plan Content File in a File Library |
Delete a Plan Content File in a File Library |
✔Centralized
✔Decentralized
✔ Enterprise ✔Pro
✔ Business Free
✔ Internal
External
Member Guest
Prov. Member ✔Viewer
Plan�Type
Op.
Mode
Plan User
Plan
Align
Mastering USM
Qualifying Actions - External Member Level Actions (ePMQA): Page 1 of 3
Prerequisite Guest has not been previously downgraded from Plan Provisional Member / Member
Detailed List of Actions Upgrading a Plan Guest to an External Provisional Member Seat Type
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Qualifying Actions (ePMQA) | Downgrade Options |
Modify permissions for a Plan Asset (Workspace, Sheet, Report, Dashboard, Collection) |
|
Modify permissions for a Plan content file in a file library |
|
Approve permission requests for a Plan Asset (Workspace, Sheet, Report, Dashboard, Collection) |
|
Delete a Plan Asset (Workspace, Sheet, Report, Dashboard, Collection) |
|
Create, Edit, or Delete a Plan Summary Sheet Field |
|
Create, Edit, or Delete a Plan Sheet Automation |
|
✔Centralized
✔Decentralized
✔ Enterprise Pro
✔ Business Free
Internal ✔External
Member ✔ Guest
Prov. Member Viewer
Plan�Type
Op.
Mode
Plan User
Plan
Align
Mastering USM
Qualifying Actions - External Member Level Actions (ePMQA): Page 2 of 3
Prerequisite Guest has not been previously downgraded from Plan Provisional Member / Member
Detailed List of Actions Upgrading a Plan Guest to an External Provisional Member Seat Type
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Qualifying Actions (ePMQA) | Downgrade Options |
Create, Edit, or Delete a Plan Sheet Shared Filter |
|
Create, Edit, or Delete a Plan Sheet Conditional Formatting |
|
Create, Edit, Delete a Plan Sheet Form |
|
Create Plan Sheet Proof, Create Proof Info Column, Create Proof Comment, Add New Proof Version, Delete Proof |
|
Enable, Disable Plan Sheet Publish - Read Only Full |
|
Format Plan Sheet Column |
|
✔Centralized
✔Decentralized
✔ Enterprise Pro
✔ Business Free
Internal ✔External
Member ✔ Guest
Prov. Member Viewer
Plan�Type
Op.
Mode
Plan User
Plan
Align
Mastering USM
Qualifying Actions - External Member Level Actions (ePMQA): Page 3 of 3
Prerequisite Guest has not been previously downgraded from Plan Provisional Member / Member
Detailed List of Actions Upgrading a Plan Guest to an External Provisional Member Seat Type
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Qualifying Actions (ePMQA) | Downgrade Options |
Create, Edit, or Delete Plan Sheet Column |
|
Edit or Delete a Plan Report |
|
Edit or Delete a Plan Dashboard |
|
Create a Plan Core Asset (i.e. Workspace, Sheet, Report, Dashboard) NOTE: This Qualifying Action is rare, as it requires the Internal Plan to be the Default Plan of the External Viewer / Guest |
|
✔Centralized
✔Decentralized
✔ Enterprise Pro
✔ Business Free
Internal ✔External
Member ✔ Guest
Prov. Member Viewer
Plan�Type
Op.
Mode
Plan User
Plan
Align
Mastering USM
Non Qualifying Actions - External Member Level Actions (ePMQA):
Detailed List of Actions Not Upgrading a Plan Guest to a Provisional Member Seat Type
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✔Centralized
✔Decentralized
✔ Enterprise Pro
✔ Business Free
Internal ✔External
Member ✔ Guest
Prov. Member Viewer
Plan�Type
Op.
Mode
Plan User
Plan
Align
Non Qualifying Actions (ePMQA) |
Rename Plan Core Asset - (Workspace, Sheet, Report, Dashboard, Collection) |
Approve permission requests for a Plan Content File in a File Library |
Delete a Plan Content File in a File Library |
Plan Sheet - Send as Attachment |
Plan Sheet - Email Shared Users |
Plan Sheet - View Activity Log |
Plan Sheet - Export Sheet |
Plan Sheet - Send Update Request |
Mastering USM
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USM Change Log
Mastering USM
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Mastering USM
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Key USM Insights
Mastering USM
Capabilities: Seat Type - Plan Viewer
Mastering USM Insight
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Plan�Type
✔Centralized
✔Decentralized
✔ Enterprise Pro
✔ Business Free
Member Guest
Prov. Member ✔Viewer
✔ Internal
✔ External
✔ Default
✔ Joined
Submit Forms
Update Requests
Approval Requests
Proof Review Requests
View - Published Assets
Collaborate - Dynamic Views
View - WorkApps
View Shared Assets
Op.
Mode
Plan User
Plan
Align
User
Plan
Mastering USM
USM Design - Seat Type Modifications via Sharing Actions
Mastering USM Insight
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Plan�Type
✔Centralized
✔Decentralized
✔ Enterprise ✔Pro
✔ Business Free
✔Member ✔Guest
✔Prov. Member ✔Viewer
✔ Internal
✔ External
Internal Member / Provisional Member: Plan Highest Sharing Permission Decreased to Viewer
Op.
Mode
Plan User
Plan
Align
Internal Viewer: Plan Highest Sharing Permission Increased Above Viewer & iMLA Qualifying Action
Guest: Highest Plan Sharing Permission Increased to Admin & eMLA Qualifying Action
External Viewer: Plan Highest Sharing Permission Increased to Guest & GLA Action
Guest: Plan Highest Sharing Permission Decreased to Viewer
USM Highest Permission Sharing Seat Type Adjustments:
External Member / Provisional Member: Plan Highest Sharing Permission Decreased to Editor
Mastering USM
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USM API
Mastering USM
Use of Smartsheet API for USM Functions:
Create User, Upgrade User, Downgrade User, Remove User
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Smartsheet API - USM Functions |
Create User - Currently No USM Specific API Functionality |
Upgrade User - Currently No USM Specific API Functionality |
Downgrade User - Currently No USM Specific API Functionality |
Remove User - Deactivate User Option and Remove User Option supported, Remove Access Option unsupported |
Group Management - Currently No USM Specific API Functionality, Existing LCM Group Mgmt functionality |
Mastering USM
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USM Members Licensing Training
Mastering USM
Share Workspaces and Objects with New & Existing Internal Users as Viewer
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Non Licensing Action - Share Internally
Mastering USM
Share Workspaces and Objects with External Users as Viewer, Commenter or Editor Cannot Share
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Non Licensing Action - Share Externally
Mastering USM
Publish Sheet “Edit by Anyone” for Anyone with URL
NOTE: Feature Permits Any User to Edit via “Indirect Sheet Access” logic, does not require User Login
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Non Licensing Action - Edit Publish Sheet Anyone
✔Centralized
✔Decentralized
✔ Enterprise Pro
✔ Business Free
✔ Member ✔Guest
✔ Prov. Member ✔Viewer
✔ Internal
✔ External
Plan�Type
Op.
Mode
Plan User
Plan
Align
Mastering USM
Dynamic View “View” Shared to User, Shared to Group, Shared to Domain
NOTE: Feature Permits Editing of Designated Field(s) by Users Shared to via “Indirect Sheet Access” logic, requires User Login
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Non Licensing Action - Dynamic View Edit
Dynamic View:
Mastering USM
WorkApps “App Role” Shared to User, Shared to Group
NOTE: Feature Permits Viewing and/or Editing of Designated Sheet(s) by Users Assigned to a Role via “Indirect Sheet Access” logic, requires User Login
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Non Licensing Action - WorkApps Role
Mastering USM
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Non Licensing Action - Publish Reports
Publish Report for Users Shared to Workspace or Report
NOTE: Feature Permits All Shared To Users to View, requires User Login
Mastering USM
Publish Dashboards with Wide Internal Viewership, Requires User Login
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Non Licensing Action - Publish Dashboards
Mastering USM
Create & Share Forms with Users
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Non Licensing Action - Create Form
Mastering USM
Create Sheet Automations for User Updating
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Non Licensing Action - Create Update Requests
Mastering USM
Create Sheet Automations for User Approvals
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Non Licensing Action - Create Approval Requests
Create Sheet Automations for User Approval Review
Mastering USM
Share Smartsheet Workspace to Group > Viewer Permission & Group User Takes “iMLA” Action
Shared To Internal User(s) Group Members Takes “iPMQA” Action
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Licensing Action - Sharing Workspace to Group @>Viewer
Upgrade Logic: Upon 1st “Internal Provisional Level Qualifying Action (iPMQA)” User is upgraded to Internal Provisional Member:
NOTE: User will not receive any error/notification if performing action against Previously Downgraded Viewer, action will be discarded.
Shared To User will receive notification of invitation to edit, however will not be able to edit & will not be upgraded to a Licensed User (i.e. “Member”)
Mastering USM
Share Smartsheet Workspace to Internal User > Viewer Permission & User Takes “iMLA” Action
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Licensing Action - Sharing Workspace to User @>Viewer
NOTE: User will not receive any error/notification if performing action against Previously Downgraded Viewer, action will be discarded.
Shared To User will receive notification of invitation to edit, however will not be able to edit & will not be upgraded to a Licensed User (i.e. “Member”)
Upgrade Logic: Upon 1st “Internal Provisional Level Qualifying Action (iPMQA)” User is upgraded to Internal Provisional Member:
Mastering USM
Approve Internal User Request to Edit & User Takes “iPMQA” Action
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Licensing Action - Approving Edit Request
Upgrade Logic: Upon 1st “Internal Provisional Member Qualifying Action (iPMQA)” User is upgraded to Internal Provisional Member:
NOTE: User will not receive any error/notification if performing action against Previously Downgraded Viewer, action will be discarded.
Shared To User will receive notification of invitation to edit, however will not be able to edit & will not be upgraded to a Licensed User (i.e. “Member”)
Mastering USM
Publish Sheet “Edit by Anyone” for Users Shared to Workspace or Sheet
NOTE: Feature Permits All Shared To Users to Edit via “Indirect Sheet Access” logic, requires User Login
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Licensing Action - Edit Publish Sheet Shared To
✔Centralized
✔Decentralized
✔ Enterprise Pro
Business Free
✔ Member ✔Guest
✔ Prov. Member ✔Viewer
✔ Internal
✔ External
Plan�Type
Op.
Mode
Plan User
Plan
Align
Upgrade Logic: Upon 1st “Internal Provisional Member Qualifying Action (iPMQA)” User is upgraded to Internal Provisional Member:
Mastering USM
Publish Sheet “Edit by Anyone” for all Smartsheet Plan Users
NOTE: Feature Permits All Plan Users to Edit via “Indirect Sheet Access” logic, requires User Login, does not require user to be Shared to Sheet
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Licensing Action - Edit Publish Sheet Plan Users
✔Centralized
✔Decentralized
✔ Enterprise Pro
✔ Business Free
✔ Member Guest
✔ Prov. Member ✔Viewer
✔ Internal
External
Plan�Type
Op.
Mode
Plan User
Plan
Align
Upgrade Logic: Upon 1st “Internal Provisional Member Qualifying Action (iPMQA)” User is upgraded to Internal Provisional Member:
Mastering USM
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Mastering USM
Analysis Design
Mastering USM
Context - Analysis Design
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USM functions introduce a series of new licensing related actions, each of which have multiple variables that must be accounted for in order to achieve Operational Certainty. USM also introduces a higher frequency of licensing related changes.
Mastering USM Analysis Design - Standardized Variables
NOTE: The “Operational Mode” (i.e. Op. Mode) Variable value is one of the key variables that drive USM. Mastering USM incorporates this by creating unique USM Action pages in each instance where there is an operational difference between plans operating in Centralized Mode (i.e. 1 Smartsheet Organizational Plan) vs. Decentralized Mode (i.e. >1 Smartsheet Organizational Plan)
Mastering USM
Downgrade Internal Plan Member / Provisional Member to Viewer: Workspaces
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Plan�Type
Op.
Mode
✔ Enterprise ✔ Pro
✔ Business Free
✔ Centralized
Decentralized
Workspace | Owner | User | Plan | Share | Permission |
CoBranded Projects | S | J | E | U | E |
Employee Benefits | C | D | I | G | V |
Engineering Designs | C | D | I | G | E |
Eng - R798 Design | C | D | I | U | E |
J798 - My Designs | C | D | I | U | O |
J832 - Joint Product | S | J | E | G | E |
New Products | C | D | I | G | A |
Workspace | Owner | User | Plan | Share | Permission |
CoBranded Projects | S | J | E | U | E |
Employee Benefits | C | D | I | RG | R |
Engineering Designs | C | D | I | RG | R |
Eng - R798 Design | C | D | I | U | V |
J798 - My Designs | C | D | I | U | V* |
J832 - Joint Product | S | J | E | G | E |
New Products | C | D | I | RG | R |
Design Elements - Mastering USM
Action
Modified
State
Variables
Current
State
Variables
Current
State
Visual
Modified
State
Visual
✔ SysAdmin
Plan
Role
Conditions
Mastering USM
Mastering USM - Variable Assignments
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Owner | User | Plan | Share | Permission | Role |
C = Current Plan | D = Current Default Plan of User** Authenticates Login, Creates Assets, Creates API Tokens, Logs Login Activity, Performs Group Admin, Performs Plan Asset Admin, Performs Sys Admin functions if permitted by default plan membership | I = Internal Plan (determined by user email domain) | U = Shared to User Directly | O = Owner (User is Creator of Asset(s), holds Admin asset or workspace permission) | M = Member (User is a member of the Smartsheet Group) |
S = Separate Plan (Decentralized Operation Internal or External, Centralized Operation External) | J = Joined Plan (All plans User belongs to which are not current Default Plan of User) | E = External Plan (determined by user email domain) | G = Shared to Group for which User is a member | A = Admin asset or workspace permission | RGP = Removed from Group via Permissions (User was removed from the Smartsheet Group when downgraded from a Member / Provisional Member to Viewer or No Access Seat Type AND the Group was shared to at least one Plan owned Asset at Commenter, Editor or Admin permission level) |
CorS = Plan owner could be either the Current Plan or a Separate plan based upon User Default plan | | | RG = User Removed from Group (If Group has Commentor or > Permissions to =>1 Plan Asset) | E = Editor asset or workspace permission | RGO = Removed from Group Ownership role when downgraded from a Member / Provisional Member to Viewer or No Access Seat Type, all owned groups continue to be manageable by Plan SysAdmins |
| | | RU = User Removed from Asset or Workspace Sharing | C = Commenter asset or workspace permission | MSG = Member / Provisional Member of Separate Internal Plan provided Group Admin privilege AND end user changed Default Plan to this specific plan |
| | | | V = Viewer asset or workspace permission (V* Workspace Assets created by user not shared with any other user / group at Admin permission assets could be “Unmanaged”) | RPA = Removed from Plan Asset Admin role when downgraded from a Member / Provisional Member to Viewer or No Access Seat Type |
| | | | R = Asset or Workspace permissions removed | EX = Excluded from Data Retention policy monitoring, plan is not users Default Plan, no Assets created in this plan |
| | | | ER = Editor Permissions Retained (Users shared directly to WorkApp or Dynamic View retain Editor capabilities after downgrade to Viewer, this is subject to change by Smartsheet) | RAP = Reduced API permissions; the tokens remain valid, the user's effective API permissions will be limited by their viewer role. They won't be able to perform actions that require editor or admin privileges |
Variable
Assignment
Design Element - Mastering USM
Independent
Dependent
Independent
Dependent
Dependent
Dependent
Mastering USM
Downgrade Internal Plan Member / Provisional Member to Viewer: Workspaces
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Action
Action
Mastering USM - Design Element: Action
Mastering USM “Action” details an action that can be taken by a Smartsheet User which is unique to USM.��While some Actions can appear similar, each unique Action has distinct operational attribute(s)
Mastering USM
Mastering USM - Design Element: Conditions
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Plan�Type
Op.
Mode
✔ Enterprise ✔ Pro
✔ Business Free
✔ Centralized
Decentralized
Conditions
Conditions
✔ SysAdmin
Plan
Role
Mastering USM “Conditions” are a group of attributes the Smartsheet User is required to have in order to perform the USM Action.
�Example: The attribute “Plan Type” contains the values Enterprise, Business, Pro & Free. The Conditions for each USM Action document which plan type(s) the Smartsheet User profile performing the USM Action meet eligibility requirements.
Mastering USM
Mastering USM - Design Element: Current State Visual
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Current
State
Visual
Mastering USM “Current State Visual” documents an example of the current functionality and end user app experience the Smartsheet User who is the target of the specific USM Action.
�Smartsheet End User features are the aggregate of Smartsheet Assets the targeted Smartsheet User has visibility into inside and outside the organization. Many of the USM Downgrade USM Actions result in a combination of reduced functionality and visibility into Assets within their plan
Mastering USM
Mastering USM - Design Element: Modified State Visual
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Modified
State
Visual
Mastering USM “Modified State Visual” documents an example of the revised functionality and end user app experience the target Smartsheet User having the specific USM Action applied will experience.
�These Modified State Visuals explain what changes could be experienced after the USM Downgrade USM Action
Mastering USM
Mastering USM - Design Element: Current State Variables
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Workspace | Owner | User | Plan | Share | Permission |
CoBranded Projects | S | J | E | U | E |
Employee Benefits | C | D | I | G | V |
Engineering Designs | C | D | I | G | E |
Eng - R798 Design | C | D | I | U | E |
J798 - My Designs | C | D | I | U | O |
J832 - Joint Product | S | J | E | G | E |
New Products | C | D | I | G | A |
Current
State
Variables
Mastering USM “Current State Variables” detail all relevant Smartsheet attributes the companion “Current State Visual” display for the end user app experience of the Smartsheet User who is the target of the specific USM Action.
�Smartsheet feature attributes collectively explain the logic behind the functionality of the specific Smartsheet feature. The Mastering USM “Variable Assignments Guide” explains each of the feature attribute values.
Mastering USM
Mastering USM - Design Element: Modified State Variables
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Workspace | Owner | User | Plan | Share | Permission |
CoBranded Projects | S | J | E | U | E |
Employee Benefits | C | D | I | RG | R |
Engineering Designs | C | D | I | RG | R |
Eng - R798 Design | C | D | I | U | V |
J798 - My Designs | C | D | I | U | V* |
J832 - Joint Product | S | J | E | G | E |
New Products | C | D | I | RG | R |
Modified
State
Variables
Mastering USM “Modified State Variables” detail which Smartsheet attributes were modified by the specific USM Action. The companion “Modified State Visual” display for the end user app experience of the Smartsheet User who is the target of the specific USM Action.
�Smartsheet feature attributes collectively explain the logic behind the functionality of the specific Smartsheet feature. The Mastering USM “Variable Assignments Guide” explains each of the feature attribute values.
Mastering USM
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USM User Attributes
Mastering USM
Context - USM User Attributes
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The architecture of USM depends upon Smartsheet Legacy Collaborator Model (LCM) for a number of operational elements including the relationship of USM Users to the USM Plan, the use of the Smartsheet API and which subset of USM Plan Users can perform licensing actions.
To address this Roll Point has developed & documented 5 key distinct USM “User Attributes”
Mastering USM - USM User Attributes
*Guests with a Plan Asset(s) Highest Permission level of Editor-Can-Share on 1 or more Plan Assets are classified as USM AAU Users
Mastering USM
Smartsheet User Attributes:
USM Overview - User Attribute Categories
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| USM User (USMU) | Authorized Asset User (AAU) | Plan User (PU) | Create Assets | Upgrade Users | Downgrade Users4 |
Internal Member | X | X | X | X | X | |
Internal Provisional Member | X | X | X1 | X | X | |
Internal Viewer | X | | X2 | | | |
External Member | X | X | | | X | |
External Provisional Member | X | X | | | X | |
Guest | X | X2 | | | X3 | |
External Viewer | X | | | | | |
Group Manager (GM) | X | X | X | X5 | X | |
Unmanaged Asset Manager (UAM) | X | X | X | X6 | X | |
SysAdmin | X | X | X | X7 | X | X |
Mastering USM
Smartsheet USM User Architecture:
Database of USM Seat Types & Attributes
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USM Users comprise all Users within a Smartsheet Plan that have Created or been Shared To a Plan Asset
Tom Zylstra
Senior Consultant
Mastering USM
Smartsheet USM Authorized Asset User Architecture:
Database of USM AAU Types & Attributes
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Authorized Asset Users (AAU)are a subset of USM Users Capable of Plan Asset Sharing Actions
Tom Zylstra
Senior Consultant
Mastering USM
Smartsheet USM Plan User Architecture:
Database of USM Plan Seat Types & Attributes
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Plan Users are a Subset of Internal USM Users Manageable by Legacy Smartsheet Administrative Tools
Tom Zylstra
Senior Consultant
Mastering USM
Smartsheet USM Authorized Asset User Architecture:
Database of USM GM Types & Attributes
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Group Managers (GM)are a subset of USM Users Capable of Plan Asset Sharing Actions
Tom Zylstra
Senior Consultant
Actions:
Possible USM Upgrade Impacts:
Mastering USM
Smartsheet USM Authorized Asset User Architecture:
Database of UAM Types & Attributes
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Unmanaged Asset Managers (UAM)are a subset of USM Users Authorized to Approve Unmanaged Asset Sharing Requests
Tom Zylstra
Senior Consultant
Actions:
Possible USM Upgrade Impacts:
Mastering USM
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