Set a user movement policy for use with Enterprise Plan Manager (SAML only)

Applies to

Smartsheet
  • Enterprise

Capabilities

Who can use this capability

You must be an Admin on the main plan to use Enterprise Plan Manager.

If you have set up SAML as your authentication method in the main plan, you can define policies to move users to the appropriate managed plan automatically. For example, any user with SAML attribute “department” that has a value of “finance” can be moved to the managed plan owned by the Finance department.  

To set up a user movement policy:  

  • On the Manage plans screen, select Configure user movement policy

If this is the first time you’ve set up a policy, you’ll see a pre-filled template. The template has a section corresponding to each of the managed plans. Use the attribute and values fields to set the policy for a specific managed plan. 

You can use any of the following attributes: 

  • Title. The title of the person in your organization (“Director”, “Vice President”, etc. for example) . Here is the format supported by Smartsheet:

    name="http://schemas.xmlsoap.org/ws/2021/01/identity/claims/title" 
    nameFormat="urn:oasis:names:tc:SAML:2.0:attrname-­format:basic"
     
  • Department. The department the person belongs to (“Finance”, for example). Here is the format supported by Smartsheet

    name="http://schemas.xmlsoap.org/ws/2005/05/identity/claims/department"
    nameFormat="urn:oasis:names:tc:SAML:2.0:attrname-­format:basic"
     
  • Cost Center

    name="http://schemas.smartsheet.com/ws/2021/01/identity/claims/costcenter" nameFormat="urn:oasis:names:tc:SAML:2.0:attrname-­format:basic"
     
  • Primary Phone Number

    name="http://schemas.smartsheet.com/ws/2021/01/identity/claims/primaryphone" nameFormat="urn:oasis:names:tc:SAML:2.0:attrname-­format:basic"
     
  • Mobile Phone

    name="http://schemas.xmlsoap.org/ws/2005/05/identity/claims/mobilephone" nameFormat="urn:oasis:names:tc:SAML:2.0:attrname-­format:basic"
     
  • Manager

    name="http://schemas.smartsheet.com/ws/2021/01/identity/claims/manager" nameFormat="urn:oasis:names:tc:SAML:2.0:attrname-­format:basic"
     
  • Company

    name="http://schemas.smartsheet.com/ws/2021/01/identity/claims/company" nameFormat="urn:oasis:names:tc:SAML:2.0:attrname-­format:basic"
     
  • Country

    name="http://schemas.xmlsoap.org/ws/2005/05/identity/claims/country"
    nameFormat="urn:oasis:names:tc:SAML:2.0:attrname-­format:basic"
     
  • Role

    name="http://schemas.microsoft.com/ws/2008/06/identity/claims/jobrole"
    nameFormat="urn:oasis:names:tc:SAML:2.0:attrname-­format:basic"


You can also use custom attributes by mapping them to any of these 10 attributes..

Users that don’t have a match will end up in the main plan.