Smartsheet is a web-based platform that enables teams to manage projects, automate workflows, and collaborate in real-time. It combines the ease of use of a spreadsheet with powerful project management and collaboration features, allowing users to track tasks, share documents, and gain insights through customizable reports and dashboards.
Trelica's integration with Smartsheet lists users in your organization account, including each user's status, roles, last login time and whether the user is licensed or not. Trelica's integration is also able to deprovision Smartsheet users, removing the user from your organization account. The Smartsheet user is transitioned to a free collaborator with read-only access to owned dashboards, reports, sheets, workspaces, and any shared templates. Suspending users requires an Enterprise plan; deletion (and associated resource transfer) works on any plan.
Key Features
- Manage Users: Supports managing users by deprovisioning Smartsheet users, effectively removing them from your organization account.
- Licenses: Syncs SaaS license entitlement and user assignment information, providing clarity on user licensing status.
- User Activity: Returns user activity data, including last login times and app-specific metrics, enhancing user engagement analysis.
- User Roles: Provides detailed information on user role assignments in Smartsheet, ensuring proper role management.
- Users: Syncs comprehensive user data, including account status and IDs, enriching your user management capabilities.
Key Benefits
- Streamlined User Management: The integration facilitates efficient user management by allowing organizations to easily manage user access and licensing in Smartsheet.
- Improved Visibility: Gain better insights into user roles, licensing status, and activity, enabling informed decision-making.
- Effective Deprovisioning: Ensure compliance and security by effectively deprovisioning users when necessary, while retaining their data access in a read-only format.
- Enhanced Reporting: Access comprehensive reporting capabilities on user activity and licensing, assisting in resource allocation and strategic planning.
- Scalability: The flexibility offered by the integration supports organizations of all sizes, making it easier to adapt user management as needs evolve.
