Applies to
Resource Management
Capabilities
Who can use this capability
A Resourcing Administrator can manage how people in their account or organization sign in to Resource Management.
Set authentication options for Resource Management
Users can sign into Smartsheet using SSO, email and password, or Smartsheet authentication.
Who can use this?
Plans:
- Resource Management
Permissions:
A Resourcing Administrator can manage how people in their account or organization sign in to Resource Management.
Find out if this capability is included in Smartsheet Regions or Smartsheet Gov.
Configure how people sign in to Resource Management
You can configure how your team signs into Resource Management.
- Sign in to Resource Management at https://rm.smartsheet.com/si.
- Select Settings and scroll down to Authentication.
- In the authentication section, select an authentication option.
There are three different options:
1. Smartsheet authentication
- People in your organization sign in to Resource Management using their Smartsheet account credentials.
- To learn more, see Smartsheet Authentication for Resource Management.
- To enable Smartsheet Authentication, you must first establish a Smartsheet Integration connection for your account; see Authorize Smartsheet and Resource Management accounts.
2. Email and password
3. SSO
- People in your organization sign in using the identity provider configured for Resource Management. When signing in, users first enter their email address and then select the name of the SSO-enabled account to sign in with.
- To set up SSO, see Single Sign-On (SSO) for Resource Management.
- To use SAML, you'll need to configure your organization's Identity Provider (IdP) to communicate with Smartsheet and add a record to your organization's Domain Name System (DNS). You may need to consult a technical resource at your organization for assistance with this option.