Achieve Operational Certainty
Your complete, up-to-the-minute blueprint for navigating Smartsheet's complex User Subscription Model (USM). Eliminate surprise true-up bills, optimize licensing, and empower your entire organization.
It's Simple; It's Complicated
The Unmatched Depth
118
USM Features Explained
604
Tracked USM Feature Changes
140
Glossary Terms
240
Pages Mastering USM Content
Stop Guessing. Start Controlling.
Eliminate Surprise Costs
Master the precise triggers (**iPMQA/ePMQA**) and the logic of automatic provisional memberships to prevent unplanned license upgrades and costly true-up audits.
Deep Architectural Mastery
Gain visibility into the hidden licensing and **effective permission impacts** of Smartsheet Groups, User Attributes, and the Indirect Sheet Access architecture.
Actionable Reporting Insights
Transform raw data from the Seat Type Report and other Smartsheet audits into strategic intelligence for optimization, compliance, and proactive management.
Unparalleled Detail
Deep-Dive Analysis on Every USM Component
This is not just documentation—it is a living, continuously updated analysis of the logic, permissions, and functions of the Smartsheet User Subscription Model, covering every scenario that impacts your environment.
- **7 Detailed Seat Types:** Internal/External Member, Provisional Member, Viewer, and Guest.
- **True-Up Process Decoded:** Step-by-step guidance on calculation and planning.
- **Continuous Updates:** Unlimited access to the latest changes, ensuring your knowledge is never outdated.
Dive deep into the precise logic that governs every Smartsheet licensing interaction.
Guidance Tailored For Your Role
System Admins
Master provisioning, deprovisioning, user types, and all upgrade triggers to maintain a secure, compliant environment.
Licensing Managers
Accurately forecast, budget, and control licensing costs by decoding the 'True-Up' process and managing inventory efficiently.
Team Leads / PMs
Coach your team on best practices to prevent unintentional provisional membership changes, ensuring collaboration doesn't lead to surprises.
End Users
Understand the exact actions that grant permissions or trigger temporary membership, allowing you to work with confidence.
Frequently Asked Questions
What Does Registering for Mastering USM Provide?
Unlimited Access to the Mastering USM Guide and companion Mastering USM Glossary, Unlimited Access to the Mastering USM Update History Dashboard, Notifications of Mastering USM Updates.
What is the Key Benefit of Mastering USM?
Precision. Mastering USM delivers comprehensive answers to the questions associated with the Smartsheet User Subscription Model (USM). Mastering USM customers Use and Administer Smartsheet with Operational Certainty.
What Smartsheet USM functions does Mastering USM support?
USM Summary - Upgrades & Downgrades, USM - Plan Transition to USM, USM - Create New User, USM - Upgrade Actions, USM - Downgrade Actions, USM - Remove User, USM - Reports, USM Architecture - Smartsheet Groups, USM - True Up, USM - Change Log, USM - Key Insights, USM - Member Training, Mastering USM - Analysis Design, USM - User Attributes.
What Type of Smartsheet Plans does Mastering USM Support?
All current plan types: Pro, Business, Enterprise & Advanced Work Management.
What Smartsheet Regions does Mastering USM Support?
US, EU & AU (All Regions except Smartsheet.Gov which does not use USM licensing).
What language(s) does Mastering USM Support?
Presently English, plans are in place to support additional languages.
Who are the target users that would benefit the most from Mastering USM?
Smartsheet SysAdmins, Smartsheet Group Admins, Smartsheet Plan Admins, Finance, IT Information Security, Smartsheet "Power Users", Internal Smartsheet Solution Developers, Licensed Smartsheet Users, Smartsheet Partners, Smartsheet Employees.
Does Mastering USM fully support the two most popular modes of operation used by almost all customers; Decentralized and Centralized?
Mastering USM fully supports both modes, in fact all Mastering USM topics include details regarding which mode of operation (if not both) the USM topic applies to.