“The Roll Point defined Authorized Asset User (AAU) will become the single most import category of users for every Smartsheet customer across the globe”
“USM Introduces multiple new Categories of Users. Customers who understand the unique attributes of each category will far outpace customers who don’t””
Smartsheet User Subscription Model (USM) - Frequently Asked Questions
1. What is the Smartsheet User Subscription Model (USM)?
The Smartsheet User Subscription Model (USM) is Smartsheet's next-generation licensing model designed to provide a comprehensive reference for achieving optimal management of the Smartsheet service. It details unique USM functions, documenting both the requirements and results of each function across all regions, plans, user types, and app features.
2. Who is the intended audience for information about Mastering USM?
The information regarding Mastering USM is primarily intended for Smartsheet itself (including Leadership, Sales, Customer Success, Professional Services, Product, and Product Security teams), Smartsheet customers (specifically System Admins, Finance, Information Security, and End Users), and Smartsheet partners (involved in Sales Licensing, Solution Consulting, and Platform Consulting).
3. What are the core functions within the Smartsheet USM?
The core functions within the Smartsheet USM revolve around managing user access and capabilities. These include the ability to create new Smartsheet users, upgrade existing users to enable access to all features, downgrade users to reduce their access to features, and implement a "Shift Plan" which likely refers to transitioning users between different licensing or access levels within the USM framework.
4. How does the USM differ from the Legacy Collaborator Model (LCM) in terms of licensing?
The USM introduces new licensing concepts compared to the LCM. For example, instead of "Trial User" and "Upgraded to Licensed User" in the LCM, the USM uses "Provisional Member" for asset creation and collaboration, and upgrades convert new internal users to "Member" status with System Admin action. The USM also defines "Member," "Viewer," and "Guest" roles for different levels of internal and external user access, offering more granular control over permissions compared to "Licensed User" and "Non-Licensed User" in the LCM. Additionally, USM supports unlimited internal and external plans versus the LCM's limitation to one internal plan for memberships.
5. What are "Actions" in the context of USM, and what makes them distinct?
In the context of USM, an "Action" is a distinct operation that can be taken by an authorized user, system administrator (SysAdmin), plan asset administrator, group administrator, or the Smartsheet USM Shift Algorithm. What makes an action distinct is that it has one or more unique "Conditions," such as the operational mode being decentralized versus centralized, which differentiate it from other actions.