How can an organization track user agreement to Smartsheet terms?

Enabling a custom welcome screen with an "Accept" checkbox is the most effective way for an organization to track user agreement to Smartsheet terms. This approach ensures that each user must actively confirm their acceptance of the terms before gaining access to the system. The checkbox provides a clear and immediate record of consent, facilitating an easy way for the organization to document and verify that users have agreed to the terms prior to their usage of the platform.

This method inherently promotes transparency and accountability, as it requires users to acknowledge the terms on their first interaction with the tool. Maintaining a direct mechanism within the app also eliminates the potential for miscommunication that can arise from external processes, such as emails or forms. By integrating the acceptance step into the onboarding process, the organization can accurately track compliance in a streamlined and efficient manner.

Other options, such as emailing users the terms or requiring them to input the terms when requesting a license, may create inconsistencies or rely on users following through with various steps, which might not always happen as intended. Similarly, tracking users in a sheet and sending an Update Request could complicate the process and not guarantee that users fully understand or consent to the terms. Thus, implementing a custom welcome screen with an acceptance checkbox stands out as