Smartsheet Acceptable Use Policy (AUP)

Smartsheet is a cloud-based Project Management and Collaboration Tool. At Martin's Point, this tool is to be used for tasks such as project planning, resource planning, dashboards, surveys, event registrations, forms for collecting data and allowing collaboration between Smartsheet licensed users and editors (non-licensed) users/project members. When using this tool, please take into consideration license cost to the company and whether you can achieve your goal with standard Microsoft Excel, SharePoint, Teams, or other approved applications.

Guidelines for Usage

1. All created Sheets & Dashboards must be shared with the group: IT Admins for Smartsheet. This is the responsibility of each Sheet Owner EVERY time a sheet or dashboard is created.
2. In accordance with MPHC policy, no credit card or PCI (Payment Card Industry) data will be entered into Smartsheet.
3. PHI (Protected Health Information) and PII (Personally Identifiable Information) may not, under any circumstances, be entered in Smartsheet. Information entered in Smartsheet needs to stay generic.
4. For security purposes, attaching any file to Smartsheet is disabled. Please store all project documentation in a SharePoint Online site or Microsoft Teams for your specific project.
5. Any new user request for Smartsheet must be made through The Port.
   1. All licensed users will be entered into Smartsheet with their @martinspoint.org email address by IT.
   2. Inviting external users to access sheets is not permitted unless they have an @martinspoint.org email address.
   3. IT administrators must retain permissions to access all sheets.
   4. Routine auditing will occur, and remedial action taken as needed.
6. For more information on Acceptable Use at Martin's Point, reference policy IT002, the Acceptable Use Policy.
7. Reviewing and Accepting the Acceptable Use Policy (AUP) will be required annually.