Overview

Smartsheet is a dynamic workspace that empowers teams to manage projects, automate workflows, and rapidly build new solutions—using no-code tools they love.

We have established a subscription to their Higher Ed licensing package (details below) which is available to all campus members via a charge-back cost model.

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Account Types

  • Free User Account: Free users have the ability to view and/or edit the items they have been shared to, but they do not have the ability to create their own items without a license.

  • Licensed User Account: A Licensed user is a paid user who can create new items in Smartsheet including sheets, reports, and dashboards, and share them with others.

Included in the UCSB Higher Ed Licensing Package

Pro-Desk Sessions:

Delivers practical one-on-one coaching sessions with a Smartsheet expert to help you optimize your projects, programs, and process. Each licensed user will have access to 10 sessions.

Your Pro Desk sessions can be scheduled here.

Pro Desk Code: 10190908

Online Learning/Training Portal

With your license, you now have unlimited access to Smartsheet University eLearning content. To access the training platform, please follow these steps:

  1. Visit https://smartu.smartsheet.com/

  2. Authenticate with your Smartsheet Account

Note: Please contact me directly if you have issues accessing eLearning.

Phone support: Give Smartsheet a call at 1 (844) 498-5364 for any issues that need immediate attention.

Access to Premium Applications:

All the premium applications below are included in our plan.

To access the apps for the first time, you will need to go to the URL’s directly below the description and login. After the first login, these can all be launched from within the Smartsheet Application Launcher - the 9 dots on the left-hand side rail of the standard Smartsheet app window.

  • Dynamic View: Enable granular sharing control as you manage critical processes with vendors, mixed internal and external teams, or across organizations, without them knowing about each other. Use case highlight: During your annual employee review process, only share select information with a particular audience based on their role and department. https://dynamicview.smartsheet.com/

  • Data Shuttle: Data Shuttle by Smartsheet allows you to upload or offload your data between Smartsheet and your ERPs, CRMs, and databases. This allows you to automatically and seamlessly centralize your data into one source of truth — giving you the ability to make confident, real-time decisions. https://datashuttle.smartsheet.com/

  • Pivot App: Use Smartsheet pivot tables to slice-and-dice your data and create a meaningful summary sheet from data stored in a sheet or report, and create charts in dashboards with report data. Use case highlight: Aggregate and analyze financial data across multiple projects. https://pivot.smartsheetapps.com/

  • Data Mesh: Eliminate typos, duplicative data entry, and unnecessary work. DataMesh gives you lookup functionality between sheets and reports, making it easy to keep your data consistent. Collect the data you need quickly across a number of different sheets within Smartsheet. Use case highlight: Quickly reference student information in order to validate a student’s ID number, major, school, email address, or advisor, and then drive workflows and automation from the data. https://datamesh.smartsheetapps.com/

  • Calendar App: Manage and share engaging, interactive calendars that empower you to create, update, categorize, and discuss events in one easy-to-use app. Save time by moving away from manually updating calendars, and align your teams around a real-time calendar view. Use case highlight: Enable your marketing teams to view and execute against campaigns in one centralized location. https://calendar.smartsheetapps.com/

  • Work App: With WorkApps, you can build easy-to-navigate apps in a few minutes using Smartsheet and external content like Tableau dashboards or Google Docs, all without writing a single line of code. https://workapps.smartsheet.com/ 

Request an Account

Submit a ServiceNow Ticket using the details below.

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