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.

PLANS

  • Resource Management

Permissions

A Resourcing Administrator can manage how people in their account or organization sign in to Resource Management.

Configure how people sign in to Resource Management

You can configure how your team signs into Resource Management.

  1. Sign in to Resource Management at https://rm.smartsheet.com/si
  2. Select Settings and scroll down to Authentication
  3. In the authentication section, select an authentication option.

There are three different options:

1. Smartsheet authentication

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.
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