Prepare Smartsheet for the Integration

APPLIES TO

  • Enterprise

RELATED CAPABILITIES

Who can use this capability?

  • System Admin

Prepare Smartsheet for the Okta/SCIM integration

APPLIES TO

  • Enterprise

RELATED CAPABILITIES

Who can use this capability?

  • System Admin

You must be a System Admin in Smartsheet and Okta to configure the integration.

Before you configure the integration, you must complete a few tasks in Smartsheet.  View the setup process as a tutorial.

  1. Enable SCIM Support: You need to have SCIM provisioning for your plan. Contact support to activate the feature.
  2. Validate your domain(s): Validate each domain used with Smartsheet-Okta. You must have at least one validated domain in Smartsheet. Only plans with the primary email address on a validated domain are supported.   
  3. Generate the API token: This is required to configure automatic user provisioning with Okta. Copy and save the API Access token. You aren't able to retrieve it, and you need the key to configure Okta.
     

    If you don't want your users to sign up for Smartsheet through UAP, turn off the UAP setting.