System Admin - Governance and security

Introduction

Master Smartsheet governance and security. Learn data retention, sharing policies, plan management, backup, advanced security, compliance, and reporting to protect your organization's data and ensure smooth operations.

This learning track covers the following topics:

  • Data lifecycle management: Learn how to implement and manage data retention policies for compliance and regulatory needs, including setting policy conditions and receiving notifications.
  • Secure sharing configuration: Discover how to control data accessibility through granular sharing configurations and domain restrictions, such as setting up an allow list and managing access requests.
  • Centralized Smartsheet plan control: Centrally manage Smartsheet plans and enforce security across an organization using Enterprise Plan Manager, which includes setting policies and adding managed plans.
  • Data backup and recovery: Secure data integrity with robust backup options and learn about recovery methods, including backing up data to local files and restoring Smartsheet items.
  • Advanced security protocols: Leverage advanced security features, such as Customer Managed Encryption Keys (CMEK), for superior data protection and adding an extra layer of encryption to Smartsheet data.
  • API token management: Implement access token expiration and management strategies to regulate API interactions, allowing System Admins to set expiration times for API access tokens.
  • Activity monitoring and auditing: Discover event reporting and learn how to use it to audit Smartsheet activity, ensuring compliance and identifying usage trends, including access to detailed logs of past actions.
  • Access and publication reporting: Learn how to review access permissions and published content through detailed administrative reports, such as sheet access and published items reports.