What action do users need to take to become an active member of an organization’s plan?

To become an active member of an organization’s plan, users must accept the invite. This action is essential because the invitation is what grants them access to the organization's Smartsheet resources and allows them to interact with the shared content and features specific to the organization.

When users receive an invitation, it typically includes details about their role and the permissions they will have within the organization's Smartsheet environment. Accepting the invite completes the process of onboarding them into the organization, thus enabling collaboration on sheets, reports, and dashboards alongside other members.

While completing training, requesting a license, and verifying an email may be important steps in the broader context of using Smartsheet or preparing for full engagement, the crucial immediate action that leads to active membership within an organization is the acceptance of the invitation. This step is foundational, as it confirms the user’s intention to join and start collaborating effectively within the organization’s environment.