3 Critical Smartsheet Pitfalls When an Employee Leaves (and How to Avoid Them)

When an employee leaves your organization, Smartsheet cleanup can quickly become a nightmare 😩. Deactivating or transferring a user doesn’t always go as planned — and if you’re not careful, you could lose access to key apps, automations, and contact assignments.

In this episode, we talk about the three most common Smartsheet pitfalls during user offboarding — and how to prevent them before they cause chaos:

1️⃣ Premium Apps: Calendar App, Control Center, Pivot App, and DataMesh don’t transfer automatically.
2️⃣ Contacts: Deactivated users still appear across sheets, reports, and assigned tasks.
3️⃣ Automations: Emails and workflows tied to the old account continue to run silently.

💡 You’ll also learn how to set up reports, use contact columns, and build smarter automations to make future transitions seamless.

If you’re a Smartsheet Admin, Project Manager, or Solution Architect, this one’s a must-watch before anyone leaves your org!

👉 Don’t forget to like, subscribe, and drop your questions in the comments — I’ll answer them in the next episode!

✅ Get help with Smartsheet:
➡️ https://veridiansolutions.co/ ⬅️


Welcome to Veridian Solutions. My goal is to simplify your work life.

Join me on my YouTube channel, where I focus on Smartsheet. I'll cover everything from project portfolio management to business process management. I’ll give you practical Smartsheet tips and tricks for better document and task management.

I've helped numerous clients enhance their workflow efficiency using Smartsheet. With years of experience in project management and business process optimization, I know how to tailor solutions that enhance operational efficiency for top-tier companies.

Together, let's make Smartsheet work for you.

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