Integrate Smartsheet with Microsoft Teams

Integrate your work environment and your conversation environment with Smartsheet for Microsoft Teams.

Plans:

Smartsheet
Pro
Business
Enterprise

Smartsheet for Microsoft Teams Integration has the following capabilities:

Send notifications from Smartsheet to a public Teams channel or as direct messages.
Add Smartsheet items as tabs within channels in Teams.

Smartsheet for Teams is compatible with both the browser and desktop versions of the Microsoft Teams application.

Find out if this integration is available in Smartsheet Regions.

You must have Admin privileges in Microsoft Teams and Entra ID to approve the Smartsheet integration. Once approved, any user in your organization can install and use Smartsheet for Teams. Learn more about Microsoft Teams App Permissions

Installation Requirements

You must have one of the following Microsoft Entra ID roles:

Global Administrator
Application Administrator
Cloud Application Administrator

Installation

Open the Microsoft Teams desktop app or go to teams.microsoft.com and sign in.
In the left navigation panel, select Apps.
Use the search bar to find Smartsheet, then select it from the results.
Under Smartsheet, you have one of the following options:
1. Open: The integration is already installed and is ready for use. Select Open. You land in the Smartsheet bot, where you can connect your account.
2. Add: Your administrator has approved the integration, but you haven’t installed it yet. Select Add and follow the prompts to connect your account.
3. Request approval: Your administrator has not approved the integration yet. Select Request approval. Once your administrator approves, you can install it.

Troubleshooting Installation Issues

If the installation link isn’t working, try the following:

A. Microsoft Teams Admin Configuration

Go to the Teams Admin Center.
Navigate to: Teams apps > Manage apps.
Search for Smartsheet.
If the app is blocked, change its status to Allowed by publishing the app.

B. Entra ID Admin Consent

Visit the Entra ID Portal.
Navigate to: Microsoft Entra ID > Enterprise applications > Security > Consent and permissions.
Under User Consent Settings, allow user consent for apps, or have one of the approved roles grant Admin consent on behalf of the organization.

C. Grant Admin Consent for Smartsheet

In the Entra ID Portal, navigate to: Microsoft Entra ID > Enterprise applications.
Search for Smartsheet.
Navigate to: Security > Permissions
Select Grant admin consent for Smartsheet Inc.
Sign in with your Microsoft account and accept the requested permissions.

Users permissions

Your Microsoft Teams Admin must grant consent to the Smartsheet app before it is available to your organization's members. The following table contains the permissions required by the Smartsheet app.

Capability	Permission name and type	Reason for requesting this permission
Receive Smartsheet notifications in Teams channels	offline_access - delegated	Enables refreshing tokens in the authentication response and maintains login when the token expires.
	openid - delegated	Allows Smartsheet to sign into Microsoft on behalf of the user.
	profile - delegated	Gives information about the user to send notification.
	Team.ReadBasic.All - delegated	Used to get the Team names.
	Channel.ReadBasic.All - delegated	Used to get channels in a Team using a team ID.
	User.Read - delegated	Used to get information about the user's organization.
	TeamsAppInstallation.ReadWriteForTeam - delegated	Allows Smartsheet to check if the Teams app is installed. If not, the app is installed automatically.
Sharing Smartsheet assets with channel members when adding it as Tab in teams	ChannelMember.Read.All - delegated	Used to get channel members for any channel using group ID and channel id.
	ChatMember.Read - Delegated	Used to get members in a private channel.

The messaging extensions don't require any additional setup. When a user adds the Smartsheet for Microsoft Teams app from the Teams app store, the messaging extension is automatically usable, and no additional permissions are required. Learn how to use the messaging extension to search Smartsheet items from Microsoft Teams.

Can I still add a Smartsheet item as a tab without Admin permission?

If your Admin hasn't granted permission, users can still add Smartsheet items as tabs by publishing them or sharing them with channel members.

If I already use the Tabs capability in the Smartsheet EU for Microsoft Teams integration, why do I not receive Smartsheet notifications in Microsoft Teams?

When using the Smartsheet EU for Teams integration, grant access to add Smartsheet EU items as tabs. Re-grant Admin consent to get Smartsheet EU notifications in Microsoft Teams.

What should I do if I have trouble logging into the Microsoft Teams integration?

First, try reauthenticating your account using Microsoft Teams integration.

To reauthenticate with the bot, open the Smartsheet chat window.

To activate the bot, type Hello.
To receive Smartsheet messages, you need to allow access to the Bot. Select Allow Access.
The Smartsheet sign-in and authorization pages appear. Sign in to your Smartsheet account and select Allow.

Once you see the Success! page, no further action is required. You start receiving Smartsheet notifications as direct messages.

If you are still having trouble, you can contact support.

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