Applies to
Smartsheet
- Enterprise
Capabilities
Who can use this capability
You must have Admin permissions in Okta to complete this configuration.
Activate the Smartsheet V2 app in Okta
To configure domain-level SAML single sign-on with Okta, you must first enable the Smartsheet V2 app.
Before you continue
There are three Smartsheet apps in Okta. Here’s the difference between each other:
- Smartsheet: Used for configuring plan-level SAML through Okta.
- Smartsheet SCIM: Used for setting up Directory Integration with Okta.
- Smartsheet V2: Used for setting up domain-level SAML configuration with Okta.
To activate the Smartsheet V2 app in Okta:
- Access the Okta Admin console.
- Browse the App Catalog for the 'Smartsheet v2' application.
- Add the Smartsheet v2 integration to your Okta environment.
- To get the metadata you must provide to Smartsheet, navigate to the Sign On tab in Smartsheet V2 app and locate the SAML Metadata link to access the information.
- You can assign the Smartsheet V2 app to users or groups through the Assignments tab in the application settings.
Keep these things in mind
- As Okta Admin, you can enable additional attributes under the User Attributes & Claims section. Learn more about attribute requirements for SAML SSO.
- By default, the Smartsheet V2 application in Okta maps only the required attributes for email to allow for streamlined user identification and access management in Smartsheet.
- Smartsheet V2 only supports SP-initiated Authentication. As a result, users start the sign-in process from Smartsheet’s end.
- It's advisable to hide the application icon in Okta from users until full support for IdP-initiated authentication is confirmed. Learn more about how to hide an app in Okta.