Overview

This course is designed for new and existing Smartsheet System Administrators interested in:

• Understanding their role and responsibilities.

• Learning best practices.

• Implement guidelines and policies.

• Reduce administrative burden by implementing automation for various requests and functions.

 

Length: 4-hours

Mode of Instruction: Virtual (Instructor led)

Prerequisites: Basic understanding of Excel, Smartsheet Foundations or equivalent

Level: Advanced

 

Outcomes

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After completing this certificate course, a user will be able to:

• Manage users and groups.

• Control license allocation and request.

• Perform account administration functions.

• Configure features and functions.

• Setup security controls.

• Implement company-wide policies and settings.

• Implement best practices for Business/Enterprise accounts

Each attendee will walk away with a customized smartsheet policy document for their team/organization.

 

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Course Outline

 

Managing Users and groups

• Adding and removing users

• Assigning account type (licensed and unlicensed) and permission levels

• Managing and automating license requests

• Creating and managing user groups

• Transferring sheet ownership among users

• Bulk update users

 

Account administration

• Feature Management such as:

  • Resource Management

  • Images in Grid

  • Web Content Widget

• In-App chat configuration

• 3rd Party integration for automation and file attachments

• Account branding

• Profile visibility

• Account discovery

• Custom screens (Welcome, Upgrade, Help)

• File storage limits and usage

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Policy and settings

• Developing a smartsheet policy document including but not limited to:

  • User (on-boarding, departures, role changes, profile and personal settings)

  • Sharing permissions and levels

  • Document sharing and attachments

  • Comments and collaboration

  • Publishing

  • Mobile use

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Security Controls

• Authentication

• Publishing permission and options

• Sharing permissions

• Group membership options

• Auto provisioning and web content

• Login history and activity logs

• Running reports and taking appropriate actions:

  • Sheet access

  • User lists

  • Published items report