Connector user types

If your plan has purchased the Smartsheet Jira Connector or Smartsheet Salesforce Connector, any System Admin can control who can access the respective Connector.

PLANS

  • Business
  • Enterprise
  • Smartsheet Advance Package

For more information about plan types and included capabilities, see the Smartsheet Plans page.

Droits

  • Editor
  • Admin
  • Owner
  • System Admin

Find out if this capability is included in Smartsheet Regions or Smartsheet Gov.

These user types are only available to people who have purchased the Salesforce or Jira Connector. Learn more about Connectors.

Smartsheet Salesforce Connector user types

Smartsheet System Admins can control what level of access someone has to the Smartsheet Salesforce Connector, if any. To use the Smartsheet Salesforce Connector, you must have a Smartsheet and a Salesforce account.

Salesforce Connector Admin

A Smartsheet System Admin designates Smartsheet Salesforce Connector Admins to configure the Connector.

As a Smartsheet Salesforce Connector Admin, you can:

  • Set up the Salesforce Connector by connecting your Salesforce host with Smartsheet. However, you must also be an administrator in Salesforce. For more information, check out Administration and setup of the Smartsheet Salesforce Connector.
  • Designate others in the Smartsheet account as Salesforce Connector users.
  • Troubleshoot any workflows created by Salesforce Connector Users by disabling them.

 

Salesforce Connector User

Smartsheet Salesforce Connector Users can create workflows with the Salesforce Connector that synchronize information between the two applications.

Get more information on creating workflows with the Smartsheet Salesforce Connector.

Smartsheet Jira Connector user types

Smartsheet System Admins can control the level of access someone has to the Smartsheet Jira Connector, if any. To use the Smartsheet Jira Connector, you must have a Smartsheet and a Jira account.

Jira Connector Admin

A Smartsheet System Admin designates Smartsheet Jira Connector Admins to install and configure the Smartsheet Jira Connector.

As a Smartsheet Jira Connector Admin, you can:

  • Set up the Jira Connector by connecting the Jira host with Smartsheet, assuming you're also an administrator in the Jira application.
  • Designate others in the Smartsheet account as Jira Users.
  • Troubleshoot any workflows created by Jira Users by disabling them.

 

Jira Connector User

Smartsheet Jira Connector users can create workflows with the Jira Connector that synchronize information between the two applications.

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