Building a secure Smartsheet environment

Who can use this?

Plans:

  • Business
  • Enterprise

Permissions:

  •  System Admin
  • Group Admin

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

Implement and manage fundamental security settings within your Smartsheet account.

Security and controls overview

Who can use this?

Plans:

  • Business
  • Enterprise

Permissions:

  •  System Admin
  • Group Admin

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

Use the Security & Controls page in Admin Center to control permissions for global notifications and requests, group memberships, form permissions, Account Discovery, offline form submission, Tenant ID, and directory integration. You can also set controls for attachments and supported chat providers.

To open the Security & Controls page:

  1. Sign in to Admin Center.
  2. Select Menu > Settings > Security Controls.

Get up to speed

Use the resources listed below to better understand the features available on the Security & Controls page.

Other Admin Center security settings, such as Governance Controls, SAML/SSO, and domain management, live in separate sections of Admin Center.

The Security & Controls page in Admin Center gives you control over permissions for global notifications and requests, group memberships, form permissions, offline form submission, Tenant ID, and directory integration. You can also set controls for attachment sources, images in cells, web content widgets, and chat provider integrations.

If you’re looking for image embedding settings, see Admin Center: Configure content and chat controls.

Open the Security & Controls page

  1. Sign in to Admin Center.
  2. Select Menu > Settings > Security Controls.

Settings on the Security & Controls page

Setting area

What it does

Learn more

Permissions

Define how users receive notifications, access groups, use Tenant IDs, interact with forms, and submit forms offline.

Set up permissions for access and notifications

Content and chat controls

Configure which attachment sources, image settings, web content widgets, and chat providers are available in your plan.

Configure content and chat controls

Publishing controls

Manage whether reports, sheets, dashboards, and calendars can be published, and set access restrictions for published items.

Configure publishing controls

API access token

Set an expiration time for API access tokens to strengthen your plan's security posture.

Configure access token expiration time

 

Security & Controls in the Legacy Collaboration model

Your Security & Controls page also includes Account Discovery settings. You can find those options in Admin Center: Set up permissions for access and notifications.