Use Okta SCIM with Smartsheet

Applies to

Smartsheet
  • Enterprise

The Smartsheet - Okta SCIM Integration enables consistent enforcement of your organization’s security and compliance policies by centrally managing user roles and access based on updates made in your Okta active directory environment. Systems Administrators can provision, deactivate, and manage the profile data of Smartsheet users through Okta’s active directory service. The integration allows you to provision and deactivate users through a central user directory and ensure that once someone leaves the business, they can no longer access company data within Smartsheet. 

You must be a licensed system administrator in Smartsheet and Okta to configure the integration. 

Follow each link to learn how to configure the integration. It's important to follow these steps in the sequence listed here.

View these articles as a step-by-step tutorial here

  1. Prepare Smartsheet for the integration.
  2. Configure Okta. 
  3. Set up Smartsheet roles.
  4. (Optional) Set up additional premium connector roles.