Optional advanced connectors and roles

APPLIES TO

  • Enterprise

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

Advanced Okta setup for Premium connectors and additional supported Smartsheet roles

APPLIES TO

  • Enterprise

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

In addition to the default roles, the Okta integration supports additional Smartsheet Premium Connector. 

You must have these Smartsheet Premium Connectors enabled for your plan prior to mapping and provisioning these Smartsheet roles through Okta. Contact your Customer Success Manager or Account Team to purchase and enable these features. 

Smartsheet Roles

Mapping Values

Variable Names (Preferred)

Smartsheet Jira User

JIRA_USER

smartsheetJiraUser

Smartsheet Jira Admin

JIRA_ADMIN

smartsheetJiraAdmin

Smartsheet Salesforce User

SALESFORCE_USER

smartsheetSalesforceUser

Smartsheet Salesforce Admin

SALESFORCE_ADMIN

smartsheetSalesforceAdmin

These Smartsheet Premium Connectors are not included by default in the list of Attributes for the Smartsheet User Profile. 

To add the Smartsheet Premium Connectors to your list of Attributes:

  1. In Okta, go to Directory > Profile Editor and select the Smartsheet User profile created for this integration.  
  2. Select  Add Attribute.
  3. For each field, refer to the Smartsheet Roles indicated in the table above.

    For example, for the Smartsheet Jira User role, use the following settings, making sure the spelling and capitalization are correct:
     
    • Display name: Smartsheet Jira User
    • Variable name: smartsheetJiraUser
    • External name: roles.^[type=='JIRA_USER'].value
    • External namespace: urn:ietf:params:scim:schemas:core:2.0:User
  4. Save your changes and add the other attributes.  There is no need to change any of the other parameters.
  5. For each Smartsheet User Attribute, change the External name type. Notice how the type is denoted with a double equals sign.  The External namespace will be the same for all attributes. Here is how the list of Attributes appears once you’ve added all four Smartsheet Premium Connector roles.
  6. Update the Mappings. Select Mappings > Okta User to Smartsheet mappings. 
  7. For each Smartsheet Premium Connector role mapping, add an expression with the Smartsheet Premium Connector related value.  
    Here are the expressions for all four Smartsheet Premium Connector roles.  Make sure that the spelling is correct.
    • isMemberOfGroupName('Smartsheet US Jira User) ? 'JIRA_USER' : ''
    • isMemberOfGroupName('Smartsheet US Jira Admin) ? 'JIRA_ADMIN' : ''
    • isMemberOfGroupName('Smartsheet US Salesforce User) ? 'SALESFORCE_USER' : ''
    • isMemberOfGroupName('Smartsheet US Salesforce Admin') ? 'SALESFORCE_ADMIN' : ''
  8. Preview the mappings for a user that assigned all of the roles.  This example uses  Group ids to check Okta group membership.
  9. If the mappings look correct, apply the mapping changes and provision these Smartsheet Connector roles through Okta.