A Smartsheet System Admin can manage how people in their account sign in to Smartsheet.
TIP: To improve account security, disable authentication options that your organization doesn’t currently need. (If needed, you can enable them at a later time.)
NOTE: System Admins can also enable the ability for anyone on the account to sign in with their company credentials. Setting up this service requires knowledge of both Security Assertion Markup Language (SAML) and Single Sign-On (SSO).
To review the self-service guide with requirements and instructions about how to set up a SAML-based SSO service with Smartsheet, see Set Up SAML 2 for Single Sign-On to Smartsheet.
Who can use this capability
Any System Admin on the account can modify the authentication options discussed here.
Authentication configuration options are available to Enterprise plans only.
Edit sign-in options
To modify how people sign in to Smartsheet:
- Select Account (in the upper-right corner of the Smartsheet window) > Account Admin > Security Controls to display the Security Controls page.
For more information about the other options on this page, see Security Controls.
- In the Authentication section, select Edit.
NOTE: To enable or disable login features, you must have an Enterprise account.
- Select your desired authentication options (you must select at least one).
Available sign-in options
Email + Password
Use your email address and a password created for Smartsheet.
IMPORTANT: If you disable the Email + Password option, you’ll see an additional option to Keep Email + Password for Account Admins. Enabling Keep Email + Password for Account Admins ensures that System Admins on the account can still sign in to Smartsheet and manage the account if you experience issues with other authentication services.
Your Company Account (SAML)
Use your internal corporate authentication credentials to sign-on to Smartsheet using the Your Company Account button (available after entering in the email address). Steps to set this up can be found in our article Set Up SAML 2 for Single Sign-on to Smartsheet.
NOTE: 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.
Use your Google account credentials to sign-on to Smartsheet by selecting the Google button on the Smartsheet login page.
Use your Apple ID to sign in to Smartsheet by selecting the Apple icon on the Smartsheet login page.
Microsoft (Azure AD)
Use your Office 365 for Business Work Account credentials to sign on to Smartsheet by selecting Microsoft on the Smartsheet login page.