Sync Okta Groups to Smartsheet

You must also hold Admin permissions in Okta to complete the configuration.

Use group push in Okta to create Smartsheet Contact groups and simplify group management in Smartsheet. Centralized group management via group push automatically synchronizes user groups between Okta and Smartsheet, so your Smartsheet user groups are always up-to-date with your user directory in Okta.

This process ensures the security of your Smartsheet environment. When users are added to or removed from groups in Okta, their access to resources in Smartsheet is automatically updated, reducing the potential for unauthorized access.

Things to know

• You can only sync groups created in Okta; existing groups set up in Smartsheet can't be synced.
• Understand your directory structure. Review your user directory structure in Okta and consider how you want it reflected in Smartsheet.
• Know your groups in both Okta and Smartsheet. Identify which groups you want to sync with Smartsheet and select only those relevant for Smartsheet access and collaboration.
• Don't make changes to user group memberships in Smartsheet. The changes will be overwritten during the next sync. 
• Don't enable SCIM for groups in Okta that don't require access to Smartsheet.

Set up Group Push in Okta

1. In Okta, go to Applications > Applications and select Smartsheet SCIM.
2. Select Push Groups.
3. From the Push Groups dropdown, select Find groups by name.
4. Search for the group by name and select it.
5. Select Create Group and then select Save. The new group should now show as Active.

Learn more about Group Push in Okta.

Troubleshooting

Contact Okta Support if:

• There are any Okta-specific error messages or issues during the integration setup, or operation issues or errors occurring in Okta during the setup or operation of the directory integration.
• User or group management within Okta is problematic.

Learn more about Group Push in Okta.

Contact Smartsheet Support if:

• You encounter Smartsheet issues or errors during the setup or operation of the directory integration.
• There's unexpected behavior with Smartsheet's features or functionalities after you set up the directory integration.
• You experience issues with user groups in Smartsheet after sync from Okta.
• There are problems with user access to Smartsheet features or functionalities post-sync.