Applies to
Capabilities
Who can use this capability
Any user who is a Resourcing Admin in Resource Management and a licensed user in Smartsheet plan can authorize the account connection.
Authorize Smartsheet and Resource Management accounts
To use the Smartsheet panel for Resource Management, you must first authorize the connection between Smartsheet and Resource Management.
If you use Sign in with Smartsheet for your Resource Management account, then authentication process is automated, and the below steps do not apply to you.
You need to authorize the connection between Smartsheet and Resource Management in order to use the panel.
- Login to Resource Management.
- Navigate to Settings > Account Settings.
- Select Activate Smartsheet Authentication.
- Log in with your Smartsheet credentials and Allow Access to the Smartsheet account.
When you Activate Smartsheet Authentication, Resource Management and Smartsheet accounts are connected, and Resource Management users can sign in with Smartsheet when they login.
Adding users to Resource Management
If you login to Resource Management using email/password or Resource Management SSO, before you can use the panel, you’ll need to configure people in your Resource Management account. Learn how to add users to your Resource Management account.
Users must have an email address that matches between Smartsheet and Resource Management to be managed in the integration.
If you use Sign in with Smartsheet for your Resource Management account, any users that exist in Smartsheet but do not exist in Resource Management will be automatically created as an Unmanaged Resource.
Possible errors and resolutions
Your Smartsheet account does not belong to any organization.
Please contact your Smartsheet admin to configure an organization name by adding a user to the Smartsheet plan.
You need to be a licensed member of the Smartsheet organization in order to make this connection.
This error occurs when the Resourcing Admin is not a member of the Smartsheet organization or is a free collaborator. Please contact your Smartsheet Admin to configure licensing. You need to be a licensed member of the Smartsheet organization.