Mastering USM details each aspect of the Smartsheet next generation licensing model. The guide covers all key USM functions, documenting both the requirements and results of each function.

Mastering USM applies to all US & EU region customers, supporting every Smartsheet Plan type.

The goal of Mastering USM is providing a comprehensive reference for assisting in achieving optimal management of the Smartsheet service

The document provides a comprehensive guide to Smartsheet's User Subscription Model (USM). It details the functions, requirements, and results of the USM, offering a reference for optimal management of Smartsheet licensing. The guide is designed for various Smartsheet users, including leadership, sales, customer success, and system administrators.  

The document covers core USM functions like upgrading, downgrading, and creating users, and explains the shift from the Legacy Collaborator Model (LCM) to USM. It also details user functions, solution summaries, solution designs, and the shift to the USM algorithm.  

Key Findings and Analysis

• USM Core Functions: The document emphasizes the core functions of USM: upgrading users to enable access to all features, creating new Smartsheet users, and downgrading users to reduce feature access.  

• Target Audience: The guide is designed for a wide range of Smartsheet stakeholders, indicating the broad impact and importance of the USM across different roles and departments.  

• Comparison of Licensing Models: The document provides a detailed comparison between the Legacy Collaborator Model (LCM) and the User Subscription Model (USM), highlighting the differences in licensing processes, user types (internal/external, licensed/non-licensed), plan memberships, and default plan functionalities. This comparison helps users understand the shift and the benefits of USM.  

• Shift to USM Algorithm: The document includes summaries and details on how existing plans and users are shifted to the USM algorithm, covering scenarios like licensed/non-licensed users and external collaborators.  

• User Downgrade Process: The document provides in-depth information on downgrading users, including internal and external members, to different user types like Viewer or Guest. This includes details on workspaces, sheets, WorkApps, Dynamic Views, groups, API tokens, and admin functions.  

• Design Elements: The document outlines design elements like actions, conditions, current/modified state visuals, and variables, providing a structured approach to understanding USM functionalities.  

In summary, the document offers a detailed and analytical view of Smartsheet's USM, covering its core functions, implementation, and management. It serves as a valuable resource for anyone aiming to master Smartsheet licensing and optimize their use of the platform.