Applies to

Smartsheet
  • Enterprise

Capabilities

Who can use this capability

  • System Admin

Automatically add users with User Auto-Provisioning (UAP)

User Auto Provisioning (UAP) automates the process of adding users to an Enterprise plan in Smartsheet.

PLANS

  • Smartsheet
  • Enterprise

Permissions

  • System Admin

Email-based TOTP doesn't support User Auto-Provisioning.

Rather than manually inviting users through the User Management screen, you can enable UAP to automatically add users to your plan. This automatically adds users who have an email address owned by your organization to your plan as a licensed or non-licensed user, depending on the access you would like to provide.

Manage UAP

  1. Log in to Admin Center.
  2. On the right sidebar, select Settings > User-Auto Provisioning
  3. Here you will see the list of activated and validated domains. You can use the drop-down menu to either turn off UAP, add users as free users (unlicensed), or add users as licensed users. 

 

The domain management page is where you will add/remove, validate and activate your domains.

 

The image shows the UAP screen.

 

Users automatically added to the plan via User Auto Provisioning can still be managed from the User Management screen. 

 

Completing the process will require you to add records to your public Domain Name System (DNS), so you may need to loop in an internal technical resource for assistance.

Password prompts

In some cases, when User Auto Provisioning (UAP) is enabled on an plan, new users may be prompted to create a Smartsheet password when they first log in, even if the organization doesn't have the Email & Password login option enabled.

This can occur when a sheet share creates a user account, and the user still needs to follow the sheet share link to finalize the UAP process or if the user is invited via User Management instead of provisioned via UAP.

Have the user set a password to complete the signup process for their account. This will complete the enrollment process, and they can log in as usual.

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