From the course: Managing Projects with Smartsheet

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Account management and organization

Account management and organization - Smartsheet Tutorial

From the course: Managing Projects with Smartsheet

Account management and organization

- In Smartsheet, how you set up, manage, and organize your solution will make all of the difference as to whether it is a success or not. Not only that, getting this right from the outset can save a lot of manual work for you and your teams further down the line, and also, it can prevent issues from developing that could have been prevented. So the reason why you must closely organize your account is multifactorial. Firstly, from a efficiency perspective, organized data is much easier to find, access, and manage. Secondly, from a security standpoint, controlling access to information ensures that only the right people see it and that they work on the right things at the right times. Then you have clarity. So clear structure helps users better interact with the tool, which is the end goal here. This will have a huge impact on adoption, data input, and the quality of that information as well that's put into the system, and also satisfaction. All of these things will help prevent the…

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