Okta Directory setup and maintenance

Before you begin

• Ensure that there’s at least one validated and activated domain that can be used with the Okta Directory integration with Smartsheet. Learn how to validate domains.
• Make sure you’re using the app called SMARTSHEET SCIM, as it’s the only one supported by Smartsheet.
• Activate User Auto Provisioning (UAP)

There must be at least one validated domain in Smartsheet.

Configure Okta Directory

To successfully activate Okta Directory for Smartsheet, the System Admin must do the following:

1. Create a case with Smartsheet Support through the Smartsheet Support Portal, indicating their intention to activate the Okta Directory integration with Smartsheet.
2. Generate an API token to configure automatic user provisioning with Okta.

Troubleshooting

Discover some of the most common issues you might encounter with Okta Directory and how to resolve them:

Delays in role provisioning

If you feel that the role provisioning process is taking too long, follow these steps:

1. Request a Force Sync. In your Okta Directory, go to Applications > Smartsheet > Provisioning
2. Select Force Sync to update all users provisioned through the Smartsheet application.